Investment Rating - The report does not explicitly state an investment rating for the industry [2] Core Insights - The TMT sector experienced varied performance in the week of August 4-8, with Media up by 2.30%, Electronics by 1.65%, Communication by 1.30%, and Computers down by 0.41% [3] - The release of Google's Genie3 marks a significant breakthrough in AI simulation, featuring real-time interaction and long-term consistency, which is expected to benefit game development and film production in the short term, while providing high-quality training data for AI agents and robots in the long term [3] - OpenAI's GPT-5 has been launched with improved cost-effectiveness, showing enhanced accuracy in various tests compared to its predecessor, and is expected to accelerate AI penetration in programming and healthcare applications [3] - Anthropic's Claude Opus 4.1 has been released, showcasing upgrades in programming capabilities and solidifying its market leadership in AI programming with a projected 42% market share by mid-2025 [3] Weekly Market Review - The TMT sector's performance for the week included notable gains in sub-industries such as Brand Consumer Electronics (up 6.81%), Gaming III (up 5.96%), and Communication Cables and Accessories (up 4.43%), while sectors like Horizontal General Software and Printed Circuit Boards saw declines of -3.86% and -2.59% respectively [3][5] - The report includes detailed weekly performance metrics for various TMT sub-industries, highlighting the fluctuations in stock prices and market trends [7][10] Industry News and Key Company Announcements - Significant industry events include the 2025 ChinaJoy and the release of various AI models and applications by major companies, indicating a vibrant landscape for AI development and deployment [15][17] - Key company announcements include TSMC's sales growth of 25.8% year-on-year and the performance updates from major players like SMIC and Huahong Semiconductor, reflecting the ongoing advancements and competitive dynamics in the semiconductor industry [24][25]