【Claude 网页版接入 MCP！10 款应用一键调用】Anthropic 宣布 Claude 两大更新："MCP 协议在网页端开放"与"Research 功能更新"。目前两项 更新已向 Max、Team 和 Enterprise 用户开放，并在之后覆盖到 Pro 用户， 网页搜索功能已经面向所有付费用户开放。MCP 是 Anthropic 提出的一种通 信协议，支持 AI 与外部数据源无缝集成，被喻为"AI 应用的 Type-C 接 口"。此次 MCP 在网页版端的开放降低了技术门槛，集成多个应用，开发者 可在 30 分钟内创建自己的集成应用。官方通告中展示了 Confluence、Jira 任务管理、Zapier 日程解析、Intercom 故障排查三大应用场景。同时 Research 新增更多数据来源，支持 Integration 中接入的 MCP 应用，可以对 更多的内外部来源进行更深入的调查，并且对引用进行清晰的标注并直接链 接到原始资料。 风险提示：政策监管风险，竞争加剧风险，宏观环境不确定性风险。 增持（维持） 行业走势 作者 分析师 顾晟 执业证书编号：S0680519100003 邮箱：g ...

Investment Rating - The report maintains an "Increase" rating for the media industry, indicating a positive outlook for the sector [5]. Core Insights - The media sector has shown resilience with a 2.86% increase in the index during the week of April 28 to April 30, driven by quarterly earnings and advancements in AI applications [9][12]. - Key investment themes include AI applications, IP monetization, and mergers and acquisitions, particularly focusing on state-owned enterprises due to increased capital demands [9][12]. - The report highlights significant growth in AI smart glasses, with Q1 2025 sales reaching 600,000 units, a year-on-year increase of 216% [3][17]. Summary by Sections Market Overview - The media sector index rose by 2.86% during the specified week, outperforming other sectors such as real estate and comprehensive finance [9][12]. - The top-performing stocks in the media sector included Shandong Publishing and Jin Cai Interactive, with increases of 13.7% and 13.2%, respectively [12][14]. Subsector Insights - **Resource Integration**: Companies like China Vision Media and Guangxi Broadcasting are expected to benefit from resource consolidation [9][12]. - **AI Focus**: Companies such as Rongxin Culture and Aofei Entertainment are highlighted for their potential in AI applications [9][12]. - **Gaming**: Strong recommendations for companies with solid performance like Shenzhou Taiyue and Jubi Network [9][12]. - **State-Owned Enterprises**: Increased focus on companies like Ciweng Media and Anhui New Media due to capital advantages [9][12]. - **Education Sector**: Companies like Xueda Education are noted for their growth potential [9][12]. Key Events Review - Alibaba's launch of the Qwen3 model family is expected to significantly advance research and development in large foundational models [17]. - The report notes a decline in global VR sales but a substantial increase in AI smart glasses sales, indicating a shift in consumer preferences [3][17]. Subsector Data Tracking - The gaming sector is seeing a variety of new titles gaining traction, with popular games listed for upcoming releases [18]. - The box office for the week of April 28 to May 2 reached approximately 413 million yuan, with "Dumpling Queen" leading the charts [20][21].