传媒行业周报：《黑神话：悟空》预售亮眼，继续布局游戏及AI应用

Investment Rating - The report suggests a continued investment in the gaming sector, particularly recommending companies such as Tencent, NetEase, and Xindong Company due to the ongoing release of major games and the positive market response [4][5]. Core Insights - The anticipated release of the domestic AAA game "Black Myth: Wukong" on August 20, 2024, has generated significant pre-sale interest, topping sales charts on platforms like Steam and WeGame, indicating potential user growth in the gaming market [4]. - The approval of 61 imported game licenses in 2024, significantly higher than the 27 licenses in the first half of 2023, along with a steady release of domestic game licenses, suggests a robust pipeline for new game launches [4]. - The report highlights the launch of AI applications in various sectors, with a focus on video generation models and their potential to enhance user engagement and commercial opportunities [5]. Summary by Sections Industry Data Overview - "Firefly Assault" topped the iOS free game chart, while "Dungeon & Fighter: Origin" led the iOS revenue chart in mainland China for the week of June 2 to June 8, 2024 [10][11]. - The film "I Don't Want to Be Friends with You" achieved the highest box office revenue during the same period, indicating a strong performance in the film sector [16]. Industry News Overview - Multiple new games are scheduled for release or pre-sale, with significant titles like "Dungeon & Fighter: Origin" and "Black Myth: Wukong" expected to drive market interest [21]. - The Apple Vision Pro is set to begin shipping to China and other markets in mid-June 2024, with an estimated total shipment of 400,000 to 450,000 units for the year [22]. Company Recommendations - The report recommends continued investment in the gaming sector, particularly in companies like Tencent, NetEase, and Xindong Company, which are expected to benefit from the release of new titles [4]. - In the AI application space, companies such as Kuaishou and Meitu are highlighted for their advancements in video generation technology, which could lead to increased market penetration and user engagement [5].