来了来了！今年的"顶流"它终于来了！年度现象级国产动画电影《哪吒之魔童闹海》正式定档8月2日上 线爱奇艺，爱奇艺VIP会员可免费观看。 作为中国动画电影的里程碑之作《哪吒之魔童闹海》全球总票房突破159亿元，排名全球影史票房榜第5 位，院线上映期间共打破113项纪录，获得308项里程碑成就。目前也已成为爱奇艺电影预约量历史第 一，备受爱奇艺VIP会员们的关注和期待。 此前，《哪吒之魔童闹海》的火爆也带动其前作《哪吒之魔童降世》线上热度再度飙升。今年以来，该 片爱奇艺内容热度值再次突破8000，爱奇艺的正片有效播放云合市占率近六成，持续领跑全网，成为无 数观众"二刷三刷"的首选平台。如今《哪吒之魔童闹海》(以下简称《哪吒2》)即将上线，爱奇艺带来 VIP会员卡定制礼包、特效弹幕互动、云包场等多重福利与创新玩法，续写国漫热潮，打造今夏最燃观 影盛宴！ 专属特惠：订会员送正版周边，抢购观影超值礼包 伴随《哪吒2》上线，爱奇艺重磅推出VIP会员卡定制礼包。"涅槃重生卡"，包含159天黄金VIP会员权 益+酷狗音乐会员季卡+IP亚克力镭射票；"火力全开卡"，包含159天白金VIP会员权益+网易云音乐会员 季卡+IP亚克 ...

Core Insights - The animated film "Nezha: Birth of the Demon Child" has achieved a global box office of over 15.9 billion yuan, ranking 5th in the all-time box office list and breaking 113 records during its theatrical run [3] - The film has generated significant anticipation on iQIYI, becoming the platform's most booked film ever, with a content heat value surpassing 8000 this year [3] - iQIYI is launching various promotional activities and innovative features to enhance viewer engagement for the upcoming release of "Nezha 2" [3][6] Group 1 - "Nezha 2" is set to be released with special VIP membership packages, including various benefits such as music streaming subscriptions and exclusive merchandise [6] - The platform is offering a range of interactive viewing experiences, including high-quality visual effects and special bullet comments for mobile users [7][9] - iQIYI is conducting a reservation lottery where users can win VIP membership cards and other movie-related merchandise [11] Group 2 - The launch of "Nezha 2" will feature over 3000 free seats for cloud screenings, along with popular drama and variety show IPs inviting users to watch for free [14] - The film's promotional tagline emphasizes themes of defiance and transformation, resonating with the audience's expectations [17]

当地时间7月31日，美股高开低走，三大指数集体收跌，截至收盘，道琼斯指数跌0.74%，标普500指数跌0.37%，纳斯达克指数跌0.03%。 微软开盘市值一度冲上4万亿美元，截至收盘股价上涨3.95%，总市值3.97万亿美元。 消息面上，美国总统特朗普向17家制药公司发出通牒，要求其在60天内采取措施大幅削减美国药品价格，美股制药股全线下挫。此外，特朗普在其社交平 台上表示，美国与墨西哥的关税协议将延长90天。特朗普还再度批评鲍威尔，称他"又犯了错"，根本不配担任美联储主席。 当地时间周四，美股热门科技股涨跌不一，Meta涨超11%，总市值达1.94万亿美元，距离2万亿美元大关仅一步之遥。这得益于公司炸裂的业绩，二季度 Meta受AI驱动，营收达475.2亿美元，同比增长22%，远超市场预期的448亿美元，公司净利润达183.4亿美元，同比增长36%，同样超出预期。 微软股价上涨3.95%，业绩同样受益于AI的驱动。2025财年第四财季，微软营收为764.4亿美元，同比增长18%，其中智能云业务（含Azure）营收达298.8 亿美元，同比增长26%，公司净利润达272亿美元，同比增长24%。 苹果股价下跌0 ...

Market Capitalization Overview - New Oriental has a market capitalization of 15.747 billion [2] - TAL Education (好未来) has a market capitalization of 11.040 billion [2] - Vipshop (唯品会) has a market capitalization of 9.610 billion [2] - Miniso (名创优品) has a market capitalization of 5.940 billion [2] - Zai Lab (再鼎医药) has a market capitalization of 4.200 billion [2] - Huya (虎牙) has a market capitalization of 7.500 billion [2] Stock Performance - New Oriental's stock increased by 0.36 (+8.09%) [2] - TAL Education's stock decreased by 0.27 (-0.60%) [2] - Vipshop's stock increased by 0.56 (+2.49%) [2] - Miniso's stock increased by 0.01 (+0.07%) [2] - Zai Lab's stock decreased by 0.81 (-4.06%) [2] - Huya's stock increased by 0.03 (+0.75%) [2] Additional Company Insights - Financial One Account (金融壹账通) has a market capitalization of 2.91 million [3] - Xunlei (迅雷) has a market capitalization of 4.48 million [3] - Huami Technology (华米科技) has a market capitalization of 1.64 million [3] - Tuniu (途牛) has a market capitalization of 1.21 million [3] - Aiqiyi (爱奇艺) has a market capitalization of 24.11 billion [2]

Core Viewpoint - The domestic animated film "Ne Zha" is set to premiere on iQIYI on August 2, with VIP members able to watch it for free, highlighting the film's significant popularity and anticipation among viewers [1][3]. Group 1: Film Performance - "Ne Zha" has achieved a global box office of over 15.9 billion yuan, ranking 5th in the all-time global box office list [3]. - During its theatrical run, the film broke 113 records and received 308 milestone achievements [3]. - The film has become the most anticipated title in iQIYI's history, with record-high reservation numbers from VIP members [3]. Group 2: Market Impact - The success of "Ne Zha" has positively influenced the online popularity of its predecessor, "Ne Zha: Birth of the Demon Child," which has seen a resurgence in viewership this year [3]. - The content heat value of "Ne Zha: Birth of the Demon Child" on iQIYI has surpassed 8000, with the platform holding nearly 60% market share in effective playback [3]. Group 3: Promotional Activities - iQIYI plans to offer over 3,000 free screening seats on the film's release day, along with free access to popular drama and variety show IPs [3]. - Classic characters from "Ne Zha" will have dedicated screening events, enhancing viewer engagement and excitement [3].

Market Capitalization Summary - New Oriental has a market capitalization of 15.98 billion [2] - MIN (Ming Chao) has a market capitalization of 10.21 billion [2] - TAL has a market capitalization of 9.38 billion [2] - The market capitalization of various companies includes: - 7.77 billion for Grape Fang [2] - 6.21 billion for Yi Pin Hui [2] - 4.28 billion for Zai [2] - 3.83 billion for Huya [2] Stock Performance - New Oriental's stock increased by 0.28 (+1.45%) [2] - MIN's stock decreased by 0.20 (-4.25%) [2] - TAL's stock decreased by 0.15 (-0.69%) [2] - Grape Fang's stock decreased by 2.39 (-5.11%) [2] - Yi Pin Hui's stock increased by 0.38 (+1.94%) [2] - Zai's stock decreased by 0.10 (-0.93%) [2] Additional Company Insights - The market capitalization of various companies shows a diverse range, with some experiencing significant fluctuations in stock prices [2] - Companies like Huami and Cheetah Mobile have market capitalizations of 1.76 billion and 1.73 billion respectively, with varying stock performance [4] - The overall market trends indicate a mix of gains and losses across different sectors, reflecting the volatility in the market [4]

Core Insights - The drama "凡人修仙传" has achieved significant pre-broadcast and post-broadcast popularity, setting records on platforms like Youku and Douban, indicating strong audience engagement and interest in the IP [1][3][6] - The series has sparked a broader interest in the "凡人修仙传" IP, leading to related content such as an animated film and other adaptations gaining traction, showcasing the potential for cross-media synergy [3][5][14] - The competitive landscape is intensifying, with platforms like Bilibili and iQIYI also investing in the "凡人修仙传" IP, indicating a strategic push to capture market share in the animation and adaptation space [8][11][15] Group 1: Popularity and Engagement - "凡人修仙传" achieved a pre-broadcast heat of 7345, surpassing previous records on Youku, and reached a first-day heat of 8326, marking it as the highest for 2024 [1] - The series broke the 9500 heat mark shortly after its release, indicating a strong viewer response [1] - It topped various popularity charts, including the Douban real-time hot list, demonstrating its widespread appeal [3] Group 2: Cross-Media Synergy - The success of the drama has led to related projects, including an animated film and a new animated series, all of which have gained popularity, forming a unique "one drama ignites the entire IP" phenomenon [3][5] - Bilibili's involvement in promoting the IP through events and additional content has further amplified its reach [3][5] Group 3: Competitive Landscape - Bilibili has positioned itself as a key player in the animation sector, launching multiple adaptations of "凡人修仙传" and investing in related companies to strengthen its portfolio [5][15] - iQIYI is also entering the fray with plans to produce an animated film based on the IP, indicating a competitive push in the market [14][15] - The ongoing developments suggest a strategic battle among platforms to dominate the adaptation and animation space, with "凡人修仙传" at the center of this competition [11][19]

Market Capitalization Summary - New Oriental has a market capitalization of 15.883 billion [2] - TAL Education has a market capitalization of 10.825 billion [2] - Vipshop has a market capitalization of 9.570 billion [2] - 63.59 billion market capitalization for another unnamed entity [2] - 80.68 billion market capitalization for another unnamed entity [2] - 77.94 billion market capitalization for another unnamed entity [2] Stock Performance - New Oriental's stock decreased by 0.07 (-0.35%) [2] - TAL Education's stock decreased by 0.05 (-1.04%) [2] - Vipshop's stock decreased by 0.10 (-0.42%) [2] - Another unnamed entity's stock increased by 0.03 (+0.19%) [2] - Another unnamed entity's stock increased by 0.35 (+0.74%) [2] - Another unnamed entity's stock increased by 0.17 (+1.71%) [2] Additional Company Insights - 40.30 billion market capitalization for Lufax [2] - 24.79 billion market capitalization for Weibo [2] - 18.00 billion market capitalization for Lexin [2] - 8.84 billion market capitalization for Youdao [2] - 4.68 billion market capitalization for Sohu [2] Emerging Companies - 3.29 billion market capitalization for Xunlei [3] - 2.08 billion market capitalization for Yunmi [3] - 1.68 billion market capitalization for Baozun [3] - 667.168 million market capitalization for PA DOL [3]

Group 1 - The FIRST Youth Film Festival's Honor Night awarded the "iQIYI·Fire of the Dawn Award" to the film "Dog Man, Dog Woman," providing the creators with a cash support of 100,000 yuan [1] - "Dog Man, Dog Woman," directed by Wang Yueyang, is a romantic comedy that explores the relationship dynamics of a couple living in Beijing, highlighting their emotional and financial interactions [4] - iQIYI's Chief Content Officer Wang Xiaohui expressed the company's commitment to supporting young creators through the "Fire of the Dawn Award," aiming to encourage new film types and talents to reach the market quickly and cost-effectively [4] Group 2 - The "Fire of the Dawn Plan" by iQIYI aims to provide clear and predictable commercial return paths for young creators, offering cost support of up to 6 million yuan per project [6][9] - The plan has already initiated over 20 projects since its launch in April 2025, with several films, including "The Sun's Fury" and "Puppet Horror," already completed [9] - iQIYI has been actively involved in producing and exclusively streaming films that have received critical acclaim, showcasing its dedication to promoting outstanding young filmmakers [9][11] Group 3 - The award ceremony reflects iQIYI's determination to discover and support talented young filmmakers, emphasizing the importance of short films as a measure of a director's comprehensive abilities [11] - iQIYI is committed to fostering a new wave of cinema that resonates with the youth, believing that the market will eventually embrace this "new wave" [11]

Market Capitalization Summary - New Oriental has a market capitalization of 15.943 billion [2] - TAL Education has a market capitalization of 10.927 billion [2] - Vipshop has a market capitalization of 9.612 billion [2] - NIN (Miniso) has a market capitalization of 5.940 billion [2] - JD.com has a market capitalization of 27.23 billion [2] - iQIYI has a market capitalization of 2.548 billion [2] Stock Performance - New Oriental's stock decreased by 0.35 (-1.75%) [2] - TAL Education's stock decreased by 0.10 (-1.93%) [2] - Vipshop's stock decreased by 0.53 (-2.25%) [2] - Miniso's stock increased by 0.64 (+1.36%) [2] - JD.com's stock decreased by 0.54 (-3.42%) [2] - iQIYI's stock decreased by 0.07 (-2.31%) [2] Additional Company Insights - Huami Technology has a market capitalization of 1.97 billion [3] - Cheetah Mobile has a market capitalization of 1.63 billion [3] - Baosheng E-commerce has a market capitalization of 1.84 billion [3] - Tuniu has a market capitalization of 1.34 billion [3] - The stock of Tuniu increased by 0.42 (+4.60%) [3]