影视传媒行业周报（0512-0518）：《歌手2024》持续高热度，OpenAl推出GPT-4o

Investment Rating - The report maintains a "Market Perform" rating for the media industry as of May 18, 2024 [1]. Core Insights - The media sector experienced a slight decline of 0.57% this week, outperforming the ChiNext index by approximately 0.13 percentage points and underperforming the market by about 0.89 percentage points [11]. - The gaming index fell by 0.84%, while the advertising index decreased by 0.16%. The sports index dropped by 0.11%, and the education index rose by 2.26%, outperforming the broader market [13][17]. - The box office for the week totaled 422 million yuan, with the top film being "末路狂花钱" (End of the Road) grossing 96.1 million yuan [21][22]. Summary by Sections Market Overview - The media sector's performance was generally weak, with a 0.57% decline, while the ChiNext index fell by 0.70% and the Shanghai Composite Index rose by 0.32% [11]. Gaming Industry - The gaming index underperformed the market, with a 0.84% drop compared to the Shanghai Composite's 0.32% increase. The top three gainers in the A-share gaming sector were 文投控股, 星辉娱乐, and 汤姆猫, while the biggest losers were 天神娱乐, 惠程科技, and 世纪华通 [13]. Advertising Industry - The advertising index also lagged, decreasing by 0.16% against the Shanghai Composite's rise. The top gainers in the A-share advertising sector included ST联建, 聚力文化, and 北巴传媒, while the largest declines were seen in 恩美传媒, 每日互动, and 紫天科技 [15]. Sports Industry - The sports index fell by 0.11%, underperforming the Shanghai Composite by 0.43% [17]. Education Industry - The education index rose by 2.26%, outperforming the Shanghai Composite by 1.95%. In the A-share education sector, the top gainers were 昂立教育, 开元教育, and 视源教育, while the biggest losers included 美吉姆, ST勤上, and 学大教育 [17][18]. Film Industry - The box office for the week was 422 million yuan, with "末路狂花钱" leading at 96.1 million yuan. Upcoming films include "密室逃脱" and "三叉戟," set to release on May 24, 2024 [21][24]. Television and Variety Shows - The top-ranking web series included "庆余年第二季" with a viewership index of 88, while the leading variety show was "歌手 2024" with an index of 80.3 [27][28].