20240525-西南证券-影视传媒行业周报_Meta将推出付费版聊天机器人_DNF手游登顶iOS总榜和畅销榜_19页_3mb

Summary

The media and entertainment industry experienced a downturn this week, with the vision sector declining by 389%, significantly underperforming both the Caijin index and the CSI 300. Game and advertising indices dragged down the market, respectively dropping 379% and 466%, while the sports and education sectors also registered substantial losses. Notable industry events include the upcoming release of the film Your Hero, Doraemon: The Legend of the Earth Is Calling releasing its promotional video, and Dog阵s winning at the Cannes Film Festival. Gamically, VR games like Demeo expanded across platforms, and the mobile game DNF Origin reached the dual top spot on iOS charts. In sports, NBA finals are set to be live-streamed in China, while CBA finals logged high viewership. On the AI front, Meta is exploring paid versions of its AI assistant (Meta AI). The paper offers stock recommendations for Mango Super Media and Shenzhou Taiyue and warns of potential risks including market policy, operational hurdles, and unexpected costs associated with new tech initiatives.