传媒行业周报：OPEN AL发布GPT-5.2 关注《九牧之野》及《名将杀》上线表现

国元证券股份有...2025-12-16

市场表现周度涨跌情况（2025.12.6-2025.12.12）：传媒行业（申万）上涨0.26%，排名行业第8 名。博纳影业、广西广电、北京文化、三人行和华策影视表现较优，恒生科技成分股中传媒行业本周百度集团-SW（周涨幅3.62%）和腾讯控股（周涨幅0.98%）表现较好。行业重点数据及动态更新AI 应用：AI 产品榜发布11 月AI 网页访问量数据，ChatGPT、Gemini、New Bing...

网页链接

免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

精彩评论

我们需要你的真知灼见来填补这片空白

发表看法

{"i18n":{"language":"zh_CN"},"isChannel":false,"data":{"share":"https://www.laohu8.com/m/news/2591698657?lang=zh_CN&edition=full","thumbnail":"","is_english":false,"pubTime":"2025-12-16 00:00","share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","id":"2591698657","market":"hk","top_or_hot":-1,"title":"传媒行业周报：OPEN AL发布GPT-5.2 关注《九牧之野》及《名将杀》上线表现","media":"国元证券股份有...","content":"<div>\n<p>市场表现周度涨跌情况（2025.12.6-2025.12.12）：传媒行业（申万）上涨0.26%，排名行业第8 名。博纳影业、广西广电、北京文化、三人行和华策影视表现较优，恒生科技成分股中传媒行业本周百度集团-SW（周涨幅3.62%）和腾讯控股（周涨幅0.98%）表现较好。行业重点数据及动态更新AI 应用：AI 产品榜发布11 月AI 网页访问量数据，ChatGPT、Gemini、New Bing...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251216191011a6a95344&s=b\">网页链接</a>\n\n</div>\n","source":"tencent","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>传媒行业周报：OPEN AL发布GPT-5.2 关注《九牧之野》及《名将杀》上线表现</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n传媒行业周报：OPEN AL发布GPT-5.2 关注《九牧之野》及《名将杀》上线表现\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-12-16 00:00 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251216191011a6a95344&s=b><strong>国元证券股份有...</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>市场表现周度涨跌情况（2025.12.6-2025.12.12）：传媒行业（申万）上涨0.26%，排名行业第8 名。博纳影业、广西广电、北京文化、三人行和华策影视表现较优，恒生科技成分股中传媒行业本周百度集团-SW（周涨幅3.62%）和腾讯控股（周涨幅0.98%）表现较好。行业重点数据及动态更新AI 应用：AI 产品榜发布11 月AI 网页访问量数据，ChatGPT、Gemini、New Bing...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251216191011a6a95344&s=b\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"BK1575","symbol_name":"同股不同权","start_time":0,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251216191011a6a95344&s=b","article_id":"2591698657","we_media_id":null,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251216191011a6a95344&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=2591698657","pubTimestamp":1765814400,"columns":[],"sourceInfo":{"source_id":"tencent","name":"腾讯"},"weMediaInfo":null,"summary":"AI 应用事件方面，腾讯混元2.0 上线，迪士尼官宣10 亿美元投资OpenAI，阿里发布 Qwen3-Omni-Flash 全模态大模型，OpenAI 正式发布GPT-5.2。周度IOS 游戏畅销榜方面，根据七麦数据，12 月13 日IOS 游戏畅销榜中，《王者荣耀》、《金铲铲之战》和《无尽冬日》为畅销榜前3 名。12 月18 日，吉比特雷霆游戏《九牧之野》将上线，12 月19 日，巨人网络《名将杀》将开启不删档测试，目前全网预约人数超273 万。风险提示监管风险，AI 进展不及预期的风险等","collect":0,"end_time":0,"defaultTopTitle":"qq.com","property":[],"viewcount":null,"language":"zh","relate_stocks":{"81024":"快手-WR","BK1575":"同股不同权","BK1615":"港股-互联网","BK1610":"ETF&股票定投概念","LU1794554557.SGD":"Allianz All China Equity AT Acc H2-SGD","LU2097828631.EUR":"AZ EQUITY CHINA \"A\" (EUR) ACC","BK1608":"元宇宙概念","LU1770034418.SGD":"ALL CHINA EQUITY \"A\" (SGDHDG) ACC","LU2097828714.EUR":"AZ EQUITY CHINA \"BAZ\" (EUR) ACC","BK1591":"就地过年概念","LU0463099449.HKD":"SCHRODER ISF CHINA OPPORTUNITIES \"A\" (HKD) ACC","LU0327786744.USD":"Janus Henderson Horizon China Opportunities A2 USD","LU2097828805.USD":"AZ EQUITY CHINA \"A-AZ\" (USD) ACC","LU0359201885.HKD":"BGF CHINA \"A2\" (HKD) ACC","LU0348766576.USD":"ALLIANZ LITTLE DRAGONS \"A\" (USD) INC","BK1590":"短视频概念股","LU0211977185.USD":"EASTSPRING INVESTMENTS GREATER CHINA EQUITY \"A\" ACC","LU2097828557.USD":"AZ EQUITY CHINA \"A\" (USD) ACC","LU0348767384.USD":"ALLIANZLITTLE DRAGONS \"A\" (USD) ACC","LU0140636845.USD":"施罗德大中华区股票A Acc","LU0307460666.USD":"EASTSPRING INVESTMENTS CHINA EQUITY \"A\" ACC","LU2097828474.EUR":"AZ EQUITY CHINA \"A\" (EUR) ACC A","LU0593848301.USD":"未来资产亚洲卓越消费股票基金A","LU0588546209.SGD":"Eastspring Investments - China Equity Fund AS SGD","01981":"华夏控股","LU1188198961.HKD":"SCHRODER ISF CHINA OPPORTUNITIES \"A\" (HKD) INC QV","LU0244354667.USD":"SCHRODER ISF CHINA OPPORTUNITIES \"A\" ACC","LU0359201612.USD":"贝莱德中国基金A2","LU1251922891.USD":"NINETY ONE GSF ALL CHINA EQUITY \"A\" (USD) ACC","LU0359202008.SGD":"Blackrock China Fund A2 SGD-H","LU0051755006.USD":"摩根大通中国A (dist)","LU1719994722.HKD":"NINETY ONE GSF ALL CHINA EQUITY \"A\" (HKD) ACC","LU1023057109.AUD":"BGF CHINA \"A2\" (AUDHDG) ACC","LU1720050803.USD":"安联全方位中国股票基金","BK1128":"电影和娱乐","LU0210526637.USD":"JPM CHINA \"A\" (USD) ACC","LU0326950275.SGD":"Schroder ISF China Opportunities A Acc SGD-H","LU0456827905.SGD":"JPMorgan Funds - China A (acc) SGD","LU0572944931.SGD":"Janus Henderson Horizon China Opportunities A2 SGD","01024":"快手-W","LU1303224171.USD":"NINETY ONE GSF ALL CHINA EQUITY \"A\" (USD) INC","BK1095":"互动媒体与服务"},"translate_title":"Media Industry Weekly Report: OPEN AL releases GPT-5. 2 Pay attention to the online performance of \"Jiumu Zhiye\" and \"Famous Killer\"","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"81024":0.6,"KSTmain":0.6,"01981":1.5,"01024":0.9},"content_text":"市场表现周度涨跌情况（2025.12.6-2025.12.12）：传媒行业（申万）上涨0.26%，排名行业第8 名。博纳影业、广西广电、北京文化、三人行和华策影视表现较优，恒生科技成分股中传媒行业本周百度集团-SW（周涨幅3.62%）和腾讯控股（周涨幅0.98%）表现较好。行业重点数据及动态更新AI 应用：AI 产品榜发布11 月AI 网页访问量数据，ChatGPT、Gemini、New Bing、Deepseek、Shop 排名全球前五。Deepseek 为国产网页端访问量首位，11 月实现月访问量3.46 亿次，环比下降2.95%，国内第二位是纳米AI 搜索，月访问量达2.60 亿，环比基本持平，第三位纳米搜索Agent 产品，访问量1.69 亿次，国内第四名的豆包月度访问量9271 万次，第五为百度AI 搜索，月度访问量5263 万次，阿里旗下千问网页版11 月访问量为3604 万次，环比增长20.67%。AI 应用事件方面，腾讯混元2.0 上线，迪士尼官宣10 亿美元投资OpenAI，阿里发布 Qwen3-Omni-Flash 全模态大模型，OpenAI 正式发布GPT-5.2。游戏：据Sensor tower 统计，2025 年11 月，出海收入榜前四的产品与上月一致。点点互动旗下《Whiteout Survival》和《Kingshot》延续强势的表现，排名前两位，另一款产品《Tasty Travels: Merge Game》月度收入环比提升10%。周度IOS 游戏畅销榜方面，根据七麦数据，12 月13 日IOS 游戏畅销榜中，《王者荣耀》、《金铲铲之战》和《无尽冬日》为畅销榜前3 名。《超自然行动组》12 月19 日将有新员工“小满”上线，产品周内排名在23-48 名之间。吉比特《杖剑传说》周内排名在37-59 名之间。12 月18 日，吉比特雷霆游戏《九牧之野》将上线，12 月19 日，巨人网络《名将杀》将开启不删档测试，目前全网预约人数超273 万。影视：周度（12.6-12.12）总票房12.00 亿元，票房冠军为《疯狂动物城2》，周票房8.53 亿元，占比周度票房71.0%，强势领跑年末电影市场。本周后续（12.16-12.19）将有5 部影片待映，重点影片《阿凡达：火与烬》将于12.19 上映。本周快手发布漫剧创作者激励政策。投资建议我们看好AI 应用、文化出海等主题方向，重点关注游戏、IP、短剧、出版等子板块，标的方面，关注巨人网络、恺英网络、神州泰岳、吉比特、浙数文化、完美世界、快手、美图公司、心动公司、姚记科技、上海电影、芒果超媒、南方传媒、皖新传媒。风险提示监管风险，AI 进展不及预期的风险等","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"tenantId":"TBCN","deviceId":"web-server-community-laohu8-v3","version":"4.36.2","shortVersion":"4.36.2","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2591698657","isCrawlerRequest":true}