金十图示：2025年07月17日（周四）热门中概股行情一览（美股盘中） 146.35亿市值 103.48亿市值 100.02亿市值 18.30 24.59 4.42 +0.13(+0.72%) +0.33(+1.36%) +0.31(+7.46%) 新东方 TALHAR 好未来 唯品会 唯品会 葡萄方 82.04亿市值 78.39亿市值 64.66亿市值 15.22 50.17 10.60 +0.05(+0.10%) +0.10(+0.69%) +0.10(+0.95%) 奇富科技 金山区 SOS 名创优品 41.43亿市值 56.45亿市值 55.81亿市值 41.98 17.84 14.82 +0.10(+0.56%) +0.61(+1.47%) +0.53(+3.71%) 再鼎医药 雾芯科技 == zai-点 28.21亿市值 40.08亿市值 33.19亿市值 2.31 36.09 28.02 +0.61(+1.73%) +0.12(+0.43%) -0.01(-0.64%) 陆金所控股 ion) 爱奇艺 LU com Q 微博 25.38亿市值 24.14亿市值 18.44亿市值 2.79 1.92 ...

大公司： 美团宣布养老保险补贴将全国上线，预计可覆盖超百万名骑手 36氪获悉，7月17日下午，美团宣布今年内将在全国范围推广养老保险补贴，该社保计划预计将覆盖超 百万外卖骑手。美团相关负责人还介绍了多方面保障升级，从7月1日起，骑手"工伤险"，即"新职伤"已 扩展到17个省级行政区，为骑手提供意外伤害风险防护网；骑手安全方面，将继续升级事前预防、事中 干预和事后兜底的骑手安全体系，骑手安全跑单可获得现金奖励；骑手服务方面，未来三年新建1000 座"骑手之家"，由中华全国总工会合作建设落地，并面向全行业开放。 爱奇艺推出内容热度值"四大殿堂" 36氪获悉，爱奇艺基于平台内容热度值推出"剧集四大殿堂"系列，包括"荣誉殿堂"（内容热度值达 10000及以上的剧集）、"国民殿堂"（内容热度值达9500及以上的剧集）、"人气殿堂"（内容热度值达 9000及以上的剧集）、"佳片殿堂"（内容热度值达8000及以上的剧集）。据介绍，爱奇艺是国内第一家 推出内容热度值的视频平台。 哪吒汽车母公司预招募重整意向投资人 据阿里资产消息，合众新能源汽车股份有限公司（哪吒汽车母公司）重整意向投资人预招募通道正式开 启，自2025年7月 ...

本次嘉年华直播的核心看点，除艺人阵容外，还包括三重互动福利。 首先是口令弹幕抽奖，可抽兼具吸引力和稀缺性的爱奇艺尖叫之夜门票，提前锁定顶级文娱盛宴的参与资格。 其次，活动将同时推出极具性价比的会员订阅权益。在直播间购买爱奇艺黄金或白金VIP年卡，可额外免费获得五大知名平台的联名会员年卡。此联名 会员覆盖京东、美图秀秀、Keep、酷狗音乐以及WPS。综合统计，该联名权益包总价值超过1200元，而用户最低只需花费138元（爱奇艺黄金VIP年卡活动 价为138元/白金VIP年卡活动价为249元），即可实现"一次开通，六项权益尽享"。 "桃你喜欢·爱奇艺717会员节"将于7月17日迎来高潮环节——"IP互动嘉年华"直播，本次活动将于20:00在爱奇艺惊喜开启。爱奇艺会员可免费观看直 播，同时参与多重直播福利。届时，爱新觉罗·媚、陈嘉上、丞磊、才让加、成毅、邓为、侯明昊、黄旭、柯泓、可楼、康子奇、李宛妲、李昀锐、芮佩 怡、十个勤天、宋轶、谭松韵、王楚然、王泓昊、翁杰Winjay、王星越、徐若晗、杨亘、余景天、张萌(按姓名首字母排序，排名不分先后) 等超30位艺人主 创，将为线上会员奉上一场持续四小时的集内容深度解析、多 ...

7月17日，爱奇艺基于平台内容热度值推出"剧集四大殿堂"系列，包括"荣誉殿堂"（内容热度值达10000及以上的剧集）、"国民殿堂"（内容热度值达 9500及以上的剧集）、"人气殿堂"（内容热度值达9000及以上的剧集）、"佳片殿堂"（内容热度值达8000及以上的剧集）。进入"四大殿堂"的剧集，将拥有 对应的专属标识，获得独特的荣誉加冕。爱奇艺推出"四大殿堂"，是高度肯定和集中展示已经获得高热度值的顶尖剧集，更是鼓励和期待后续涌现更多优秀 剧集荣登殿堂，同时也为亿万用户奉上了一份值得信赖的"殿堂级推荐片单"。 登上"荣誉殿堂"的剧集，内容热度值达到10000及以上，即常说的"破万"，称得上是时代典范、突破代际、极具影响力的爆款剧集。目前入列的有16 部，包括《狂飙》《赘婿》《苍兰诀》《卿卿日常》《我是刑警》《漂白》《长风渡》《宁安如梦》《风吹半夏》《唐朝诡事录之西行》《莲花楼》《一念 关山》《人世间》《罚罪》《追风者》和《临江仙》。 内容热度值达到9500及以上的剧集进入"国民殿堂"，是全民焦点、社会热议、具有大众代表性的标杆剧集。目前共有《南来北往》《亲爱的，热爱的》 《老九门》《无忧渡》《三大队》《锦绣未央 ...

以下文章来源于定焦One ，作者定焦One团队 定焦One . 深度影响创新。 来源|定焦 One 作者 | 陈丹 编辑 | 魏佳 "不要说剧拍得好不好看，到底有多少人还在看剧都是一个问题。"编剧柏邦妮在一档播客节目中感 叹——长剧行业真的到了一个非常艰难的时刻。 从今年上半年的长剧市场来看， 这种焦虑并非个别从业者的情绪 。 根据云合数据，2025年上半年，长视频平台共上新271部剧集，比去年同期 的 237部略有增加。 但从剧集热播期集均有效播放来看，数据却全面缩水。 截 至 目前，仅《漂白》一部 剧的集均播放量达到5000万以上 ，4000万以上只有《藏海传》和 《国色芳华》两部。甚至3000万也成为一道不好跨越的门槛 ， 能够上的只有四部：《难哄》《折 腰》《六姊妹》《雁回时》，就连国民级演员孙俪、王宝强 分别主演 的口碑剧《蛮好的人生》 《乌云之上》《棋士》，集均播放量也只有2000万+。 用"提质增效"取代"野蛮生长"是过去几年爱优腾芒的共性选择。通过"降数量、升质量"，到2025 年一季度，主要的长视频平台均实现整体盈利，行业格局竞争趋于稳定。但在爆款缺席的市场中， 免费的短剧是否会蚕食其最后的 ...

新朋友和老朋友都来了，又一场混着笑料、心酸和火药味儿的故事开始了。 这不仅凸显了爱奇艺对这档续作的高度重视，更让外界对其开播后的表现多了几分翘首以盼。紧接着，借由看片会释放的大量正向口碑，《喜单2》火速 正式开张营业，于7月11日与《脱友2》再度高调展开正面对弈。 恩怨续写，战火重燃，这一次谁将硬控2025年的夏天？ 你来我往的"笑声"角力 自2017年开始涉足脱口秀喜综赛道以来，腾讯视频凭借与笑果文化的深度绑定以及自身在内容创制、运营上的持续深耕，以《吐槽大会》《脱口秀大会》 两大国民级IP为基石一度构筑起了相对坚实的竞争壁垒，成为脱口秀喜综赛道的 "标杆式存在"。 然而，快乐的方式不止一种。 这期间，爱奇艺也牵手米未传媒持续另辟蹊径，以一条带着鲜明差异化锋芒的路径与腾讯视频展开"如影随形"的角力。 熔语言思辨与喜剧娱乐于一炉的《奇葩说》系列，凭"观点交锋 + 密集爆梗"破壁而出；跳出单口脱口秀框架的《一年一度喜剧大赛》系列，以sketch（素 描喜剧）、漫才、默剧等多元形式拓宽喜剧边界……爱奇艺不仅照亮自己前方的路，也有效拓展了喜综的赛道空间与用户心智。 到了2024年夏天，《喜单1》《脱友1》的首次正面 ...

Investment Rating - The report maintains an optimistic outlook on the Hong Kong stock market, particularly regarding new IPOs and sectors such as new consumption and innovative pharmaceuticals [3][10]. Core Insights - The asset trading platform remains a clear direction for investment, with a focus on the expansion of various asset transactions and liquidity [3][10]. - The report highlights the positive trend in virtual assets, including stablecoins, with traditional financial institutions increasingly entering this space [3][10]. - Recent upgrades in subsidies for e-commerce and food delivery platforms are expected to benefit sectors like coffee and tea drinks, as well as advertising channels [3][10]. Industry Situation Tracking 1. Education - The Chinese education index increased by 2.47% from July 7 to July 11, outperforming major indices [11][20]. - Notable stock performances include New High Education Group rising by 24.18% and Fenbi increasing by 13.44% [11][20]. 2. Luxury Goods - The luxury goods sector faced slight pressure due to macroeconomic impacts, with notable stock movements including Samsonite up by 3.76% and Prada down by 0.99% [22][24]. 3. Coffee and Tea Drinks - The coffee sector remains highly prosperous, with significant benefits from platform subsidies, while tea drinks also see substantial gains [26][27]. - Luckin Coffee opened 373 new stores, with a focus on both first and second-tier markets [32]. 4. E-commerce and Internet - The Hang Seng Internet Technology Index saw a slight increase of 0.18%, with stocks like Beike and Dingdong rising by 6.34% and 3.85% respectively [31][36]. - The competition in the e-commerce sector remains fierce, with significant subsidy initiatives impacting profitability [31][38]. 5. Streaming Platforms - The Hang Seng Media Index rose by 2.2%, with stocks like NetEase Cloud Music and iQIYI showing positive performance [37][42]. 6. Virtual Assets & Internet Brokers - The global cryptocurrency market capitalization reached $374.04 billion, with Bitcoin and Ethereum prices increasing by 8.8% and 17.9% respectively [41][43]. - The report emphasizes the ongoing development of regulatory frameworks for virtual assets in both the US and Hong Kong [48].

Market Capitalization Summary - New Oriental has a market capitalization of 15.067 billion [2] - TAL Education has a market capitalization of 9.000 billion [2] - Vipshop has a market capitalization of 8.787 billion [2] - Pinduoduo has a market capitalization of 7.726 billion [2] - Zai has a market capitalization of 6.389 billion [2] - BeiGene has a market capitalization of 8.516 billion [2] - Xpeng Motors has a market capitalization of 5.528 billion [2] - 36Kr has a market capitalization of 3.631 billion [2] - Weibo has a market capitalization of 2.791 billion [2] Stock Performance - New Oriental's stock decreased by 0.49 (-2.53%) [2] - TAL Education's stock decreased by 0.46 (-2.08%) [2] - Vipshop's stock increased by 0.19 (+5.15%) [2] - Pinduoduo's stock decreased by 0.85 (-1.60%) [2] - BeiGene's stock decreased by 0.01 (-0.03%) [2] - Xpeng Motors' stock decreased by 1.40 (-4.09%) [2] Additional Company Insights - Huya's stock increased by 0.19 (+5.03%) [3] - 36Kr's stock decreased by 0.14 (-1.64%) [3] - Weibo's stock decreased by 0.11 (-1.07%) [2] - Financial One's stock increased by 0.10 (+1.34%) [3] - Cheetah Mobile's stock decreased by 0.02 (-0.77%) [3]

Core Viewpoint - The launch of the "Coexist with AI" short film creation competition by iQIYI aims to encourage global creators to explore the potential of AI in video creation, leveraging advanced AI tools like Google Veo 3 and Seedance 1.0 pro to enhance creativity and efficiency in content production [1][3][10]. Group 1: Competition Overview - The competition is open to global creators aged 18 and above, allowing individual or team participation with a maximum of five members [4][12]. - Submissions must be short films ranging from 1 to 5 minutes, with a minimum resolution of 1920×1080 and must include both Chinese and English subtitles [4][13]. - At least 70% of the content must utilize the specified AI tools, either Google Veo 3 or Seedance 1.0 pro [4][13]. Group 2: Timeline and Evaluation - The competition timeline includes a submission period from July 15 to September 30, followed by initial reviews from October 1 to October 15, and final evaluations from October 16 to October 30, with results announced in November [5][11]. - The evaluation process consists of an initial review for compliance and a final expert review, with judges from various academic and industry backgrounds assessing creativity, AI application, production quality, and originality [2][5]. Group 3: Awards and Support - Awards include a grand prize of $3,000 for the first place, $1,500 for second place, and $600 for third place, along with additional awards for creativity and narrative excellence [5][6]. - iQIYI provides comprehensive support for participants, including a dedicated communication channel for queries, training sessions with AI experts, and compliance guidance to ensure submissions meet copyright and technical standards [6][10].

Group 1 - The summer season has initiated a competitive landscape among major streaming platforms in China, including iQIYI, Tencent Video, Youku, and Mango TV, each launching new series to attract viewers [1] - iQIYI has released series such as "Ling Jiang Xian" and "Shu Juan Yi Meng," while Tencent Video has responded with "Peach Blossom Reflecting the River" and "Sweep Drug Storm" [1] - The competition is not limited to domestic markets, as these platforms are expanding their reach globally, with significant growth in the export of Chinese dramas [3][4] Group 2 - The export value of Chinese dramas has seen substantial growth, reaching $8,274 million in 2022, a 45.6% increase from the previous year, and is expected to maintain a strong presence in the global market [3] - Over 40% of production companies are now collaborating directly with local media, while nearly 30% are using self-built international platforms to distribute content [3] - Tencent Video's WeTV has established a strong foothold in Southeast Asia, leveraging local partnerships and acquiring popular content to enhance its library [7][8] Group 3 - iQIYI has adopted a phased global strategy, initially acquiring exclusive rights to popular foreign content and then collaborating with local media for original productions [14] - Youku has focused on mature markets like Europe and North America, successfully distributing series like "White Night Chasing" and "The Longest Day in Chang'an" through platforms like Netflix [16] - Mango TV is exploring overseas markets primarily through variety shows, while gradually expanding its drama offerings [22] Group 4 - The content landscape is shifting from a focus on historical dramas to a more diverse range of genres, including contemporary and realistic themes, with 49% of exported dramas in 2023 being contemporary [25][27] - Platforms are increasingly investing in high-quality productions across various genres, with Tencent Video leveraging big IPs and high production values to create global hits [29][31] - iQIYI has developed a differentiated content matrix with various themed channels, successfully launching series that resonate with international audiences [33][35] Group 5 - The competition among platforms has evolved from simple content output to a more complex ecosystem involving platform development, technology integration, and cultural exchange [65] - The transition to a 3.0 phase signifies a shift towards collaborative ecosystem building, where platforms and content creators work together to enhance cultural influence globally [65]