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300308、300476,两大龙头股爆发
新华网财经· 2025-06-05 04:30
新消费概念的外延不断扩大。 昨天,新品(茶啤)、新渠道(山姆超市)带火了啤酒、休闲食品板块。今天上午,"苏超"概念大涨。 有观点认为,"苏超"的火爆并不局限于足球比赛,而是通过足球折射了江苏省13个设区市的地域特色和 地域文化,让观众在观赛时带有一定的情绪归属感,本质上是情绪消费的体现。因此"苏超"概念也属于 新消费范畴。 不过,今天上午,新消费行情回调,美容护理、宠物经济等板块下跌;港股新消费"三姐妹"泡泡玛特、 蜜雪集团、老铺黄金下跌。 算力产业链上午持续拉升 ,光模块龙头股中际旭创(300308)上涨5.14%,成交额为41.03亿元,居A股 第一;PCB龙头股胜宏科技(300476)上涨9.23%,股价创历史新高,成交额为31.61亿元,居A股第二 位。此外,博创科技、仕佳光子、太辰光等个股也大涨。 分析人士表示,近两日算力产业链连续走强。一方面,市场对AI算力资本开支放缓的担忧缓解,海外 AI龙头股持续走强;另一方面,经历前期的连续调整后,当前A股TMT板块拥挤度回落至低位。 上午收盘,上证指数上涨0.08%,深证成指上涨0.16%,创业板指上涨0.32%。 | 足球概念大涨 | 今天上午,足球概念 ...
“苏超”热到A股,金陵体育5天飙涨104%!体育链喜迎“泼天富贵”
Ge Long Hui A P P· 2025-06-05 04:22
Group 1 - The "Su Super" league has gained significant popularity, leading to a surge in related sports industry stocks in the A-share market [1][2] - The football concept index rose nearly 4% today, accumulating a nearly 10% increase over the last three trading days [2] - Individual stocks such as Jinling Sports have seen a 104% increase over the last five trading days, with a 20% limit up for three consecutive days [2][3] Group 2 - The "Su Super" league has attracted large crowds, with matches often sold out and ticket prices skyrocketing from 10 yuan to as high as 600 yuan on secondary markets [4][5] - The league's success is attributed to local city rivalries and government support, as well as a high level of competition despite being an amateur league [5][6] - The league has sparked a new wave of cultural consumption, with social media trends and memes emerging from the matches [6][8] Group 3 - The current environment in China's sports industry is favorable, with recent policies aimed at supporting high-quality development in sports infrastructure and services [9] - The success of the "Su Super" league indicates a potential shift in focus from professional leagues to a more diverse "city sports ecology" model [10] - The league is creating market opportunities in various sectors, including sports venue construction, turf and surface materials, sports consumption, and digital content [11]
估值暴涨30倍,蔡崇信又赚了
首席商业评论· 2025-06-05 03:54
投资界 . 清科创业旗下创业与投资资讯平台 把爱好做成事业。 以下文章来源于投资界 ,作者杨继云 蔡崇信夫妇身影浮现。 据美国《The Athletic》报道,美国女子职业篮球联赛(WNBA)纽约自由人队以 4.5亿美元(超32亿人民 币)估值出售股权,创下了女子职业体育俱乐部的最高估值纪录。 该球队背后,是一对外界熟悉的夫妇——蔡崇信(Joe Tsai)和妻子吴明华(Clara Wu Tsai)。他们曾在 2019年以超过1000万美元买下自由人队 ,由吴明华进行管理决策,如今估值大幅翻升。 将体育爱好运作成十亿、百亿的生意,这对蔡崇信来说并非首次。他们手中的布鲁克林篮网队估值在短短 几年间也已经翻倍。如今,相似一幕再度上演。 5年估值涨30倍 夫妻爆赚 信息显示,此次纽约自由人队将20%的股权出售给了一众个人投资者,但对于购买者尚未有明确报道。 筹集的资金将用于球队新训练基地的建设——今年3月,自由人队曾宣布建造一座7.5万平方英尺(约7300平 方米)的训练设施,将耗资8000万美元,位于格林波特,预计将于2027年开放。 4.5亿美元,这是当下职业女子运动队的最新估值记录。 回想2019年,蔡崇信和吴 ...
“苏超”引爆A股足球概念持续狂飙,多个细分领域或迎升机
Di Yi Cai Jing· 2025-06-05 02:55
Group 1 - The core viewpoint of the news highlights the strong performance of football-related stocks in the A-share market, driven by the popularity of the Jiangsu Super League (苏超) [1][3] - Jiangsu's first city football league has gained significant attention, leading to increased cultural and tourism consumption in participating cities, which in turn has positively impacted related stocks [3] - Notable stock performances include Jinling Sports with a 20.02% increase, Gongchuang Turf with a 10.01% increase, and Xinghui Entertainment with a 9.73% increase [2] Group 2 - The A-share market has seen a surge in trading volume for "Su Chao" concept stocks, with multiple stocks hitting the daily limit up after the Dragon Boat Festival [3] - Analysts suggest that the excitement surrounding the league reflects regional characteristics and cultural identity, indicating a trend of emotional consumption in the market [3] - The sports sector in A-shares is categorized into three main types: sports service companies, sports equipment companies, and sports infrastructure construction [4] Group 3 - Recent policies from the People's Bank of China and other departments aim to enhance financial support for the sports industry, potentially improving financing conditions for related companies [4] - The integration of AI technology in sports is becoming more prevalent, with applications in fitness equipment and training, indicating a growing investment opportunity in the sports sector [4]
职业球员仅3人却火遍全国,这场 "半业余" 足球赛凭啥让A股涨停?
3 6 Ke· 2025-06-05 02:54
Core Viewpoint - The "Su Super" event in Jiangsu has gained significant attention, showcasing local pride and community engagement through a semi-professional football tournament that allows only a limited number of professional players per team, emphasizing local representation and participation [1][3][19] Group 1: Event Overview - The "Su Super" features 516 players representing 13 cities in Jiangsu, with teams composed mainly of university students and local individuals, ensuring a strong local identity [1] - The event's popularity is attributed to its alignment with internet culture and the playful engagement of local communities, which resonates with younger audiences [2][3] Group 2: Cultural Impact - The tournament has sparked a wave of internet memes and cultural references, with cities being humorously labeled and compared, enhancing local camaraderie and competition [2][9] - The event's marketing strategy effectively utilizes humor and internet trends to engage a broader audience, making it a cultural phenomenon beyond just sports [3][12] Group 3: Economic and Market Response - The "Su Super" has positively influenced the stock market, with related stocks like Jinling Sports seeing a 20% increase shortly after the event's popularity surged, indicating strong investor interest [17][18] - The event reflects a broader trend in China's sports industry, which is currently experiencing favorable policies aimed at enhancing sports infrastructure and promoting grassroots participation [17][19] Group 4: Future Implications - The success of "Su Super" suggests a shift towards more participatory and community-driven sports events, which could redefine the landscape of sports entertainment in China [12][19] - As consumer preferences evolve towards healthier and more engaging activities, events like "Su Super" may become pivotal in promoting sports culture and community involvement [13][19]
当一名世界冠军,被允许吞下禁药
Hu Xiu· 2025-06-05 02:35
那是在大约15年前,澳大利亚游泳运动员詹姆斯·马格努森(James Magnussen)开始被人们称为"导弹"的时候。 当时的马格努森年仅19岁,身材高大、天赋出众,出道就在澳大利亚游泳锦标赛拿下第三名,是那一代澳洲泳坛的领军人物之一。随后几年,"导弹"的职 业生涯不断提速,先后在2011年和2013年拿下100米自由泳世界冠军,并在2012年奥运会中摘得一银一铜。 经历了成功的职业生涯后,马格努森在2019年选择退役。在公开报道中,他的泳坛故事也停留在了那个时刻,随后逐渐淡出公众视野。 六年过去,直至今日,马格努森的名字再次成为被体育界集中讨论的话题。就在最近,他宣布,自己已经成为一项可以合法使用兴奋剂的体育赛事——增 强运动会(Enhanced Games)的首位签约运动员。 这是一项允许甚至鼓励参赛者服用禁药的体育赛事,首届比赛将于明年6月在美国拉斯维加斯举行。增强运动会涵盖了田径、游泳、举重等药物会对最终 成绩起到显著影响的项目。 图源:Enhanced Games "我感觉回到了18岁,这感觉太好了"。在服用了多种禁药之后,马格努森这样告诉福克斯体育(Fox Sports)。 这是一名拥有成功的职业 ...
十五运会女足U16小组赛战罢 粤沪苏居小组头名
Zhong Guo Xin Wen Wang· 2025-06-05 02:01
C组方面,江苏队以2比0击败浙江队,山东队以1比0击败辽宁队。江苏队三连胜占据头名,山东队积6 分排第二,浙江队积3分排第三,辽宁队三连败小组垫底。 6月3日,第十五届全国运动会(下称"十五运会")足球项目女子16岁以下组比赛(下称"U16女足赛")结束了 小组赛第三轮的角逐,广东队、上海队、江苏队均以小组赛头名晋级8强。 A组方面,东道主广东队在天河体育场凭借方珍珠的进球以1比0小胜陕西队,三连胜锁定A组头名。陕 西队三战积4分排名A组第二。本轮同组另一场比赛,江西队以4比1击败宁夏队,江西队积3分获得小组 第三名,宁夏队积1分小组垫底。 B组方面,上海队以1比2输给四川队,云南队以2比0战胜湖北队。上海队以6分排名小组第一,四川队 和云南队同积4分,四川队以净胜球优势排名小组第二,云南队排名小组第三。湖北队积3分小组垫底。 根据竞赛规则,小组赛前2名和成绩较好的2个第3名晋级8强。3个小组的第3名进行比较,B组的云南队 积4分排位最高,A组的江西队和C组的浙江队均积3分,但浙江队的净胜球多于江西队。因此,云南队 和浙江队成为两个成绩最好的第3名晋级8强。 U16女足赛排位赛将在6月6日进行。其中,1至8名 ...
“苏超”出圈靠的不只是“爆梗”
Guang Zhou Ri Bao· 2025-06-04 19:50
"苏超"爆火还有更多启示意义。其一,它再度证明,群众体育大有可为,从来不是"低配版"职业赛事, 而是拥有自身独特的魅力和价值。"业余"的力量超乎想象,以职业化标准办赛,以互联网思维运营,以 特色文化赋能,就能点燃大众参与的热情。其二,竞技魅力与乡土情怀的"化学反应",让我们看到"体 育+城市"融合发展的更多可能。网友对"苏超"的热议已经超出赛事本身,深入到对各地历史文化的探 讨、对地域特色的关注、对地方发展环境的评价,演化成为各地城市嘉年华"打call"。其三,成功办赛 要念好"诚意经济学"。从训练补助到亲民票价,从观赏体验到消费创新,这场赛事接地气、冒热气,拿 出满满的诚意、周到的服务,宠球员也宠看客,这才有了赛场里的火热与赛场外的"富贵"。 有拼搏、有团结、有对生活的热爱,"苏超"就像一面镜子,照出了"各显神通"的竞争背后"抱团破圈"的 默契。所以说,"苏超"接下"泼天富贵",偶然之中更有必然。 (文章来源:广州日报) 刚刚过去的端午假期,江苏省城市足球联赛火爆出圈,被网友称之为"苏超",多次冲上热搜。 继"村超"后,"苏超"再成现象级群众性赛事。从场均观众突破万人到专业足球网站开辟"苏超"积分榜专 区, ...
丰富供给“助攻”赛事经济 金融服务踏上体育产业“绿茵场”
Shang Hai Zheng Quan Bao· 2025-06-04 19:18
Group 1 - The "Su Super" league has gained significant popularity, leading to increased brand exposure for its title sponsor, Jiangsu Bank, and other banks are also enhancing their support for the sports industry [1][2] - Banks such as Bank of China, Industrial and Commercial Bank of China, and others are focusing on strengthening financial services, diversifying product offerings, and innovating service models to support the development of the sports industry [1][3] - Financial institutions view the support for the sports industry as a strategic move that combines public welfare and commercial interests, aiming to enhance their business operations [2][4] Group 2 - Financial support for the sports industry is being amplified, with banks actively participating in events and providing substantial credit support, such as Bank of China’s commitment of 20 billion yuan for Wuhan's sports economy [3][4] - The recent guidelines from the People's Bank of China and other departments emphasize the need for a multi-layered financial product and service system to support the high-quality development of the sports industry [3][5] - Banks are targeting market opportunities within the sports industry, focusing on event financing and creating a "sports finance" service model to stimulate industry growth [4][5]
新消费主线场景延伸 “苏超”热到A股
Shang Hai Zheng Quan Bao· 2025-06-04 19:18
Group 1 - The "Su Super" phenomenon has led to a surge in A-share market, with many "Su Super concept stocks" hitting the daily limit up, and trading volume significantly increasing after the Dragon Boat Festival holiday [1] - "Su Super concept stocks" can be categorized into two types: regional stocks from Jiangsu and sports industry chain companies involved in event operations, equipment manufacturing, and venue construction [1] - Jiangsu-based sports industry chain companies have emerged as leaders in this rally, with companies like Jinling Sports and Gongchuang Turf seeing substantial stock price increases [1] Group 2 - The popularity of "Su Super" reflects regional characteristics and cultural identity, indicating a trend towards emotional consumption in the market [2] - Analysts suggest that while short-term performance may be seen in sports equipment and broadcasting-related companies, long-term prospects remain uncertain, emphasizing the importance of focusing on fundamental company performance [2] - The new consumption trend includes service consumption, emotional consumption, and technology-related consumption, with companies like Pop Mart and Laopu Gold showing significant stock price increases this year [2] Group 3 - The A-share sports sector consists of three main categories: sports service companies, sports equipment companies, and sports infrastructure construction [3] - Recent government policies aim to enhance financing for sports industry companies, which may improve their funding accessibility [3] - The integration of AI technology in sports is gaining traction, with applications in fitness equipment and home gym scenarios, presenting investment opportunities in the sports sector [3]