传媒行业周报：4月AI产品榜单发布，GPT~4将迎重磅升级

Investment Rating - The report maintains an "Overweight" rating for the media industry, with specific recommendations for key companies such as Shanghai Film, Light Media, Wanda Film, and Huace Film [2][9][15]. Core Insights - The media industry is positioned to lead investment trends in 2024, driven by significant advancements in AI applications, particularly in large models and multi-modal AI tools [9][10][15]. - The report highlights the rapid growth of AI products, with notable increases in user engagement and market presence for platforms like 360AI Search, which saw a 1303.09% increase in April [10][12]. - The film and television sectors are expected to benefit from improved audience sentiment and record-breaking box office performances during key holiday periods in 2024 [15][19]. Summary by Sections 1. Industry Performance Review - From May 6 to May 10, 2024, the Shenwan Media sector experienced a decline of 1.98%, underperforming compared to the CSI 300 by 3.69 percentage points [7][8]. 2. Investment Perspectives 2.1 Core Views - The report emphasizes the role of AI in transforming the media landscape, with upcoming releases of advanced models like GPT-4 and domestic models such as DeepSeek-V2 [9][10]. - AI applications are expanding, with significant developments in video generation and content creation tools [10][15]. 2.2 Key Sub-sectors and Recommendations - Film Sector: The report recommends companies like Shanghai Film and Light Media, citing the positive outlook for box office performance and AI-driven content production [15][19]. - AI Applications: Companies involved in AI-driven content creation and multi-modal applications are highlighted, including recommendations for companies like Kuaishou and Huace Film [15]. - Gaming Sector: The report notes a significant increase in game license approvals and recommends companies like Kying Network and Perfect World, emphasizing the long-term value of the gaming industry [16][17]. 3. Important Data Tracking 3.1 Game License and Product Performance - The report tracks the issuance of game licenses, noting an increase in monthly approvals since December 2023, with an average of 107 licenses per month in 2024 [16][22]. 3.2 Variety Show Data - The report provides statistics on the performance of various platforms, with Tencent Video and Mango TV leading in the number of shows in the top rankings [31][33]. 3.3 Drama Series Data - The report highlights the performance of drama series across platforms, with notable entries in the top rankings for Tencent Video and iQIYI [33].