Investment Rating - The industry investment rating is "Positive" (maintained) [2] Core Viewpoints - The report highlights the continuous advancements in AI and gaming sectors, with major companies like Alibaba and Tencent increasing their investments in AI applications and gaming [5][6] - The launch of the AI Agent product Manus by the startup Monica is seen as a significant development, potentially marking the beginning of a new era for general AI agents [5] - The report suggests a comprehensive investment strategy in AI, recommending key companies such as Tencent Holdings and Kuaishou-W, with beneficiaries including Alibaba-W and Kunlun Wanwei [5] Summary by Sections Industry Data Overview - The game "Eternal Night" ranked first on the iOS free chart in mainland China, while "Honor of Kings" maintained its position as the top-grossing game [11] - The film "Nezha: The Devil's Child" achieved the highest box office for the week, grossing 3.16 billion CNY, with a cumulative box office of 146.03 billion CNY [28] Industry News Overview - Major companies like Tencent and Alibaba are releasing new products, with "Enola Holmes" being a significant winner at the Oscars [37] - Tencent's mixed yuan has released and open-sourced a video generation model, enhancing capabilities for creating high-quality videos and animations [37] Market Performance - The A-share media sector outperformed the broader market in the 10th week of 2025, with the gaming sector showing strong performance [10] - The report indicates that the gaming sector has achieved the highest excess returns compared to the media index [10] Company Recommendations - For general AI and large models, the report recommends Tencent Holdings and Kuaishou-W, with beneficiaries including Alibaba-W and Kunlun Wanwei [5] - In vertical AI applications, key recommendations include ShengTian Network and AoFei Entertainment for AI virtual companionship, and Shanghai Film and Mango Super Media for AI in film [5]

以下文章来源于硅兔君 ，作者旗舰 硅兔君 . 50万创投人关注的硅谷科技风向标 来源丨硅兔君（ID：gh_1faae33d0655） 图源丨Midjourney "OpenAI前员工"的名头，在市场上到底有多值钱？ 当地时间2月25日，据Business Insider报道称，OpenAI前首席技术官Mira Murati 刚刚官宣的新公司 Thinking Machines Lab，正在以90亿美元估值启动10亿美元融资。 目前，Thinking Machines Lab尚未透露任何产品、技术的时间表或具体细节，这家公司的公开的信息只有 超过20人的OpenAI前员工团队，以及他们的愿景：构建"每个人都能获得知识和工具，让AI为人们的独特 需求和目标服务"的未来。 OpenAI系创业者的资本号召力已形成"滚雪球效应"。在Murati之前，OpenAI前首席科学家Ilya Sutskever创 立的SSI就已经仅凭OpenAI基因和一个理念和就拿到了300亿美元估值。 自2018年马斯克退出OpenAI以来，前OpenAI员工创办了超过30家新公司，总融资额超过90亿美元。这些 公司形成了覆盖AI安全（Ant ...