【导读】香港金管局总裁余伟文：港元拆息存在上调可能性 中国基金报记者 格林 7月11日，港股三大指数冲高回落。截至收盘，恒生指数涨0.46%，报24139.57点；恒生国企指数涨0.22%，报8687.56点；恒生科技指数涨0.61%，报 5248.48点。全日大市成交额为3239.50亿港元，南向资金净买入额为17.44亿港元。 蓝筹股方面，药明康德涨10.46%，药明生物涨3.70%；华润万象生活跌2.33%，安踏体育跌2.32%。 中州证券大涨 7月11日，中资券商股继续高歌猛进。其中，国联民生涨15.40%，恒投证券涨10.94%，国泰海通涨10.50%，中州证券更是大涨47.47%。 开源证券指出，6月，上交所新开户人数同比大幅增加，交易量同比亦显著增加。同期，债市和股市向好，券商海外业务则受益于港股市场高景气。该机 构预计上市券商中报业绩将延续一季度以来的增长势头，关注后续业绩预告、稳定币等主题对券商业绩的催化作用，继续看好券商板块。 老铺黄金降温 日前，药明康德发布截至2025年6月30日止六个月的盈利预告。预计药明康德今年上半年实现营业收入约人民币207.99亿元，同比增幅约20.64%，其中 ...

【导读】香港金管局总裁余伟文：港元拆息存在上调可能性 中国基金报记者 格林 7 月 11 日，港股三大指数冲高回落。截至收盘，恒生指数涨 0.46% ，报 24139.57 点； 恒生国企指数涨 0.22% ，报 8687.56 点；恒生科技指数涨 0.61% ，报 5248.48 点。全 日大市成交额为 3239.50 亿港元，南向资金净买入额为 17.44 亿港元。 蓝筹股方面，药明康德涨 10.46% ，药明生物涨 3.70% ；华润万象生活跌 2.33% ，安踏 体育跌 2.32% 。 中州证券大涨 7 月 11 日，中资券商股继续高歌猛进。其中，国联民生涨 15.40% ，恒投证券涨 10.94% ，国泰海通涨 10.50% ，中州证券更是大涨 47.47% 。 开源证券指出， 6 月，上交所新开户人数同比大幅增加，交易量同比亦显著增加。同期，债 市和股市向好，券商海外业务则受益于港股市场高景气。该机构预计上市券商中报业绩将延 续一季度以来的增长势头，关注后续业绩预告、稳定币等主题对券商业绩的催化作用，继续 看好券商板块。 老铺黄金降温 7 月 11 日，部分新消费股降温，老铺黄金跌 11.42% ...

7月11日11时，周杰伦抖音账号发布了首条作品，视频用AI生成技术展现了周杰伦从小到大的多个回忆画面。视频最后周杰伦本人现身，并说 道："哎哟，不错哟！蛮多回忆的，未来常在这里见面哦。" 截至下午3时30分左右，周杰伦首条视频点赞量超612万，评论超62万。 612.6万 ... 62.4万 34.4万 19 9 李儒嬬 推荐 2 抖音精选 | 周同學的精选 230.3万 @周同學 · 4小时前 7月9日，周杰伦正式入驻抖音平台，名称"周同学"，认证身份为歌手，头像是他的玩偶形象。截至目前，该账号粉丝突破1500万。 周杰伦发布作品后，"周杰伦概念股"巨星传奇（6683.HK）股价直线拉升，一度涨超36%，截至下午3时30分左右，涨幅收窄至12.71%，报14.54港元/ 股。 END 责编：叶舒筠 校对：高源 证券时报各平台所有原创内容，未经书面授权，任何单位及个人不得转载。我社保留追 究相关 行 为主体法律责任的权利。 转载与合作可联系证券时报小助理，微信ID：SecuritiesTimes 版权声明 点击关键字可查看 潜望系列深度报道丨 股事会专栏 丨 投资小红书 丨 e公司调查 丨 时报会客厅 丨 十 ...

Group 1: Beijing's Consumption Reform Plan - The Beijing government released a plan to boost consumption, encouraging cross-industry collaboration among brands to stimulate the market potential of domestic products [1] - The plan supports the innovation and digital transformation of traditional brands, particularly "old brands," and promotes partnerships with well-known IPs to create new retail experiences [1] - The initiative aims to develop a "millet economy" and foster high-quality animation products, establishing a hub for new-generation trendy toys and supporting domestic brands in expanding their markets internationally [1] Group 2: Jay Chou's Douyin Account - Jay Chou's Douyin account surpassed 10 million followers, despite no content being posted, indicating his strong influence in the market [2] - The stock price of "Jay Chou concept stock" Giant Legend surged significantly following the news of his Douyin entry, reflecting the value of his IP [2] - Giant Legend confirmed that their business operations remain normal and strategic plans are being executed as intended, despite the stock price volatility [2] Group 3: "Ne Zha 2" English Dub Release - The English dubbed version of "Ne Zha: The Devil's Child" is set to premiere on August 22 in North America, Australia, and New Zealand, showcasing the film in IMAX and 3D formats [3] - The film has achieved record-breaking box office success, being the highest-grossing animated film globally and among non-English films [3] - The inclusion of Oscar-winning actress Michelle Yeoh in the English version is expected to enhance its appeal to international audiences and showcase the film's cultural depth [3] Group 4: Heytea Logo Change - Heytea's recent logo change sparked public interest and became a trending topic on social media, with customer service confirming the adjustment [4] - This is not the first time Heytea has altered its logo, indicating a strategy to maintain brand freshness while preserving its classic image [4] - The brand engages consumers through logo changes, enhancing brand recognition and balancing brand communication with consumer memory [4]

Group 1 - Jay Chou's entry into Douyin has led to a significant increase in his fan base, surpassing 10 million followers within 21 hours, which has positively impacted the stock market, particularly for the company Giant Star Legend (6683.HK) [1] - Giant Star Legend's stock price has seen a remarkable increase of 204.55% over three days, with a peak intraday rise of 23.63%, reaching a closing price of 12.30 HKD and a total market capitalization exceeding 11 billion HKD [1] - On the day of Jay Chou's announcement, the stock price surged by 165.6%, closing at 12.42 HKD, with a trading volume that surpassed major companies like Tencent, indicating strong market interest [1] Group 2 - The market's enthusiasm is driven by expectations of potential revenue from Jay Chou's activities on Douyin, leading to a reassessment of the commercial value of his IP [2] - Giant Star Legend has extensive experience in IP creation and management, having developed significant IPs like "Zhou Tongxue" and "Liu Jiaolian," with a total fan base of 250 million across various celebrity IPs [2] - The company has successfully expanded the licensing business for "Zhou Tongxue," generating over 1 billion RMB in sales through collaborations with over 200 licensed partners [2] Group 3 - Giant Star Legend's revenue for 2024 reached 5.84 billion RMB, marking a year-on-year increase of approximately 35.8%, with IP business revenue growing by 65.1% [3] - The development of IP images is seen as a way to create "emotional assets" that can transition from fan culture to mainstream consumption, potentially leading to sustainable brand assets and commercial returns [3] - The report from Zhongtai Securities highlights the investment value in the cultural consumption industry, emphasizing the importance of IP commercialization [4]

以下文章来源于财经图解 ，作者乘桴于海 财经图解 . 财经大事早知道，关注东方财富股票！ 受周杰伦入驻抖音消息影响，7月9日周杰伦概念股集体异动。概念龙头港股巨星传奇盘中一度涨超 165%，收涨94.38%，成交额超过115亿港元。A股方面，锋尚文化20CM涨停，志邦家居、美邦服饰涨 停，浩洋股份涨近6%。 消息方面，周杰伦7月9日正式入驻抖音平台，名称"周同学"，认证身份为歌手，头像是他的官方二次元 IP形象"周同学"。截至当日17时，周杰伦抖音账号未发布任何内容，但粉丝数已升至535万。 注册领500元券包 ，优选基金10元起投！ 除了巨星在线外，与周杰伦有合作的上市公司还有多家。据公开资料整理，周杰伦目前代言的A股公司 有3家，分别为志邦家居、爱玛科技、中国移动。演唱会业务方面合作的公司也有2家，锋尚文化深度参 与周杰伦2025年"嘉年华"巡演策划，浩洋股份为周杰伦演唱会提供LED屏。 此外，周杰伦还曾与多家上市公司有过合作。例如2003年—2013年，周杰伦代言美邦股份，广告词"不 走寻常路"家喻户晓。2020年，海澜之家也曾签约周杰伦为品牌代言人。 仅供投资者参考，不构成投资建议 免责声明 文章转载 ...

热点追踪 【周杰伦新号官宣取名"周同學" ，暂无作品发表，已光速涨粉超40万】 据新京报，7月9日，歌手周杰伦正式入驻抖音开通了他第二个中文社交媒体账号取名"周同學"，头像是他的玩 偶形象。 目前，该账号暂无作品更新，已涨粉超40万。据悉，今年是周杰伦出道25周年。另据每日经济消息，"周杰伦 概念股"巨星传奇盘中涨逾60%。 此前，有网友发文称，歌手周杰伦即将入驻抖音，此次签约抖音花费了九位数。针对网传的抖音花费9位数与 周杰伦签约的传言，抖音相关负责人予以否认："消息不实，为谣言"。 【国家统计局：6月份全国居民消费价格同比上涨0.1%】 据财联社，国家统计局数据显示，2025年6月份，全国居民消费价格同比上涨0.1%。其中，城市上涨0.1%，农 村下降0.2%；食品价格下降0.3%，非食品价格上涨0.1%；消费品价格下降0.2%，服务价格上涨0.5%。上半 年，全国居民消费价格比上年同期下降0.1%。6月份，全国居民消费价格环比下降0.1%。其中，城市下降 0.1%，农村持平；食品价格下降0.4%，非食品价格持平；消费品价格下降0.1%，服务价格持平。 大家早上好！这里是今天的早报，每天早上，我都会在这里 ...

与此同时，周杰伦资讯平台Jaychou音乐站也同步发布消息，告知粉丝周杰伦的真抖音号已出现，呼吁 杰迷们关注。 商报讯（记者 叶晓珺）周杰伦真抖音号出现了！随着一则"周杰伦正式入驻抖音"的消息，除了社交平 台燃了，资本市场"周杰伦概念股"也火了，港股巨星传奇股价于昨日早间突然大幅拉升，盘中最高涨幅 超160%，市值突破100亿港元，可见"周天王"的号召力。 除了巨星传奇之外，A股其他概念股亦涨势惊人，其中与周杰伦有所合作的锋尚文化（300860）、志邦 家居（603801）均涨停。分析人士指出，周杰伦此次入驻抖音引起相关概念股大涨，市场再度见证"周 杰伦效应"的强大商业能量，此外，机构方面表示，顶流IP实现了显著的社交影响力扩张，延长了IP生 命周期并有望提升价值。 "周同学"抖音报到，粉丝数突破500万 7月9日上午，抖音大明星账号晒出周杰伦视频，宣告："这次是真的@周同学来了！" 此消息迅速引发全网热议，"哥，终于等到你了""一个人来一首周杰伦的歌""看看我是第几个粉丝""预 言今天能破百万"……此外，社交平台与其有关的词条热度亦不断攀升。 昨日，记者登录抖音平台搜索发现，目前该账号并没有公开作品，头像采 ...

4、 《 周杰伦入驻抖音引爆资本市场，巨星传奇股价暴涨100%》 摘 要 ■ 尽管AI智能体充满潜力，市场仍存在对其实际效果的疑虑，尤其是在隐私保护和用户数据安全方 面，Kakao与OpenAI的合作面临一定的监管挑战。 ■ 尽管如此，Kakao在韩国经济低迷和竞争激烈的环境中，凭借与OpenAI的合作和对AI的全面投入， 正在为未来的业务增长和技术创新铺路。 3、 《 吃喝板块强势反弹，"茅五泸汾洋"齐涨，食品ETF上探1.34% 》摘 要 ■ 最近，食品和饮料板块持续表现强劲，反映该板块整体走势的食品ETF在开盘后持续走强，盘中涨 幅最高达到1.34%，最终上涨0.84%。 ■ 这一波上涨得到了多个成份股的支持，尤其是山西汾酒、迎驾贡酒、盐津铺子等大幅上涨超2%， 五粮液、泸州老窖、酒鬼酒等多个白酒股也涨超1%，贵州茅台、洋河股份等则小幅飘红。 ■ 白酒板块在经历了前期的估值回调后，尽管下半年可能仍面临宏观经济压力，但估值已经充分反映 了悲观预期，因此当前具备一定的配置价值。 ■ 对于下半年，白酒板块被看作顺周期的投资机会，而大众消费品如黄酒、啤酒等则迎来旺季，休闲 零食、能量饮料等细分市场的景气度较高。 ...

Market Overview - The overall market experienced a pullback after reaching a high, with the Shanghai Composite Index down 0.13% and the Shenzhen Component down 0.06%, while the ChiNext Index rose by 0.16. The total market turnover was 15,274 billion, an increase of 528 billion from the previous day [1]. Company News - Upwind New Materials resumed trading after a 5-day suspension and opened with a 20% limit up, with 4.11 million hands sealed at the limit [3]. - Upwind New Materials announced a significant change in ownership, with Zhiyuan Robotics planning to acquire control through a share transfer and tender offer, potentially marking a landmark acquisition case for new productivity enterprises in the A-share market [5][6]. - Zhiyuan Robotics clarified that this action is not a reverse merger as defined by the regulations, but rather an acquisition of controlling interest [6]. Investment Insights - Investors on platforms like Xueqiu have expressed varied opinions on the acquisition, with some viewing it as a strong signal for mergers and acquisitions, particularly around newly listed companies [7]. - The acquisition of Upwind New Materials, a leader in vinyl ester resin, is seen as a strategic move for Zhiyuan Robotics, which could enhance its position in the robotics industry [7]. Stock Performance - The stock of Giant Legend surged over 160% following news that Jay Chou officially joined Douyin, with the stock reaching a peak of 17 HKD per share [9][11]. - Giant Legend, founded by Jay Chou's mother, generates revenue from businesses related to Chou, including concerts and merchandise [13]. Strategic Partnerships - CATL's stock reached a new historical high, increasing by 7.18% after signing a strategic cooperation agreement with Geely Automobile to deepen collaboration in battery technology and supply chain development [14][16].