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影视传媒行业周报（1027-1102）：封神第二部定档大年初一，夸克发布“灵知”学习大模型
Southwest Securities·2024-11-04 13:03

Investment Rating - The report maintains a "Market Perform" rating for the media industry as of November 3, 2024 [1]. Core Insights - The media sector experienced a decline of 2.77% this week, outperforming the ChiNext index by approximately 2.38 percentage points, while underperforming the broader market by about 1.09 percentage points [9]. - The gaming index underperformed the market, with the CITIC Gaming Index (CI005577) down 2.75%, while the CITIC Advertising Index (CI005847) slightly increased by 0.06% [10][11]. - The education sector showed strong performance, with the CITIC Education Index (CI005816) rising by 11.66%, significantly outperforming the Shanghai Composite Index [12]. Summary by Sections Market Review - The media sector's performance was generally weak, with a 2.77% decline, while the ChiNext index fell by 5.14% and the Shanghai Composite Index dropped by 1.68% [9]. Gaming Industry - The CITIC Gaming Index decreased by 2.75%, underperforming the Shanghai Composite Index by 1.07% [10]. - Notable A-share gaming companies included Century Huatong, Wento Holdings, and Kaiying Network, while the biggest losers were Zhongqingbao, Shengtian Network, and Kunlun Wanwei [10]. Advertising Industry - The CITIC Advertising Index increased by 0.06%, outperforming the Shanghai Composite Index by 1.74% [10]. - Top-performing A-share advertising companies included Electric Media, Simi Media, and Ju Li Culture, while the biggest losers were Zitian Technology, Tianlong Group, and Xuan Ya International [11]. Sports Industry - The CSI Sports Index (399804) fell by 2.96%, underperforming the Shanghai Composite Index by 1.28% [11]. Education Industry - The CITIC Education Index rose by 11.66%, significantly outperforming the Shanghai Composite Index by 13.34% [12]. - The Hong Kong education index also showed positive performance, increasing by 1.80% [12]. Investment Recommendations - The report suggests focusing on Mango Super Media (300413) and Shenzhou Taiyue (300002) as potential investment opportunities [1].