朋友们，最近南向资金的动作简直像开了加速器！一周净买入263亿港元，比上周多买了快90%，买卖总额更是超过6800亿港元，这热度堪比三伏天的北 京！更值得关注的是，有三只股票被南向资金直接买爆仓，持股量环比翻倍，连我这个20年的老司机都忍不住要跟大家好好唠唠。 先说这波资金为啥这么猛。明眼人都能看出来，政策端最近在疯狂释放利好。7月8号央行刚宣布把债券通南向通额度扩大到1万亿，允许券商、保险这些 机构下场，这相当于给港股开了个资金水龙头。再加上人民币国际化进程加速，聪明钱都在提前布局。就像我常说的，政策东风吹到哪儿，资金就会流 向哪儿，这次港股明显成了香饽饽。 第二个是中国春来。这名字听起来挺文艺，其实是民办高教领域的隐形冠军。旗下5所高校在校生超过10万人，而且特别会紧跟政策风向，把课程设置和 市场需求精准对接，毕业生就业率常年保持高位。最近教育部又在推数字化赋能教育，人家早就开始布局智慧校园了。更关键的是，公司连续三年分 红，今年还首次发了中期股息，这种现金流稳定、政策受益的标的，南向资金不抢才怪。 第三个必须聊聊宁德时代。这可是全球动力电池的龙头，最近港股更是玩出了新高度——溢价率直接飙到46%，创下双 ...

Core Viewpoint - Jay Chou's debut video on Douyin has significantly boosted the stock price of Superstar Legend, reflecting the strong market reaction to his social media presence [1] Group 1: Company Performance - Superstar Legend's stock price surged over 21% to approximately 15.70 HKD, with a total market value of 13.498 billion HKD following Jay Chou's video release [1] - The company experienced a dramatic stock price increase, with a peak rise of 165.6% on July 9, closing with a 94.37% gain and a trading volume of 11.48 billion HKD [1] - For the fiscal year 2024, the company reported a revenue of 584 million CNY, a year-on-year increase of 35.75%, and a net profit of 56.054 million CNY, up 62.4% [1] Group 2: Revenue Breakdown - The revenue from IP creation and operation reached 314 million CNY, marking a 65.1% year-on-year increase, and accounted for 53.8% of total revenue [1] - The company operates multiple superstar IPs and is involved in new retail business, indicating a diversified revenue stream [1] Group 3: Market Analysis - Analysts suggest that Jay Chou's continued activity on Douyin could lead to further monetization of his IP, prompting the market to reassess the company's valuation [1]

Core Viewpoint - Jay Chou's recent activities, including his entry into Douyin, have significantly impacted the market, particularly boosting the stock price of his associated company, Superstar Legend [2][5][6]. Group 1: Jay Chou's Social Media Impact - Jay Chou joined Douyin on July 9, 2023, and gained 50,000 followers within 15 minutes, reaching over 13 million followers by July 11 [2]. - His first short video on Douyin was released on July 11, leading to a rapid increase in the stock price of Superstar Legend, which saw a 21.71% rise on the same day [2][6]. - Superstar Legend's stock experienced a total increase of 203.68% from July 7 to July 11, 2023 [6]. Group 2: Superstar Legend's Business Performance - Superstar Legend reported a total revenue of 584 million yuan for the fiscal year 2024, a growth of approximately 35.8% compared to the previous year [7]. - The company's IP creation and operation business generated 314 million yuan in revenue, a 65.1% increase from 190 million yuan in the previous fiscal year [8]. - The new retail business segment recorded revenue of approximately 270 million yuan, growing by 12.5% year-on-year, driven by the popularity of its flagship product, Magic Coffee [7]. Group 3: Multi-Platform Strategy - Superstar Legend is maintaining a multi-platform strategy by operating on both Douyin and Kuaishou, aiming to maximize exposure and fan engagement [4][9]. - The company has successfully created two major celebrity IPs, "Zhou Tongxue" and "Liu Jiaolian," which are crucial for its business growth [7][8]. - The integration of AI technology in its new retail operations is part of the company's strategy to enhance performance and efficiency [7]. Group 4: Future Growth and Diversification - Superstar Legend is actively working on building a diversified IP matrix to reduce reliance on specific celebrity IPs, with plans to introduce new IPs [9][10]. - The company aims to explore new business models beyond new retail to ensure long-term growth and stability [10]. - The establishment of a robust IP incubation and operation mechanism is intended to enhance the company's resilience and growth potential [9][10].

7月11日11时，周杰伦在抖音上发布首条视频。视频运用AI生成技术呈现其成长重要画面， 结尾周杰伦本人现身互动。截至12时，其账号粉丝数已突破1300万，首条视频点赞量为 165.9万。7月9日，周杰伦以"周同学"身份在抖音开设账号。 对明星IP的运营、开发能力以及资源整合能力提升，助推巨星传奇的IP业务收入实现大幅增 长。2024财年，巨星传奇营收5.84亿元，同比增35.8%；IP业务收入3.14亿元，同比增 65.1%。年报显示，巨星传奇持续推广明星IP、投资演唱会、策划活动。公司通过"寻找周同 学"等活动吸引粉丝，还在多地办"周同学"展览，探索海外市场。 来源：上海证券报 关注" 新华网财经 "视频号 更多财经资讯等你来看 往期推荐 "周杰伦概念股"巨星传奇股价于11时10分直线拉升，一度涨超36%。 截至记者发稿，巨星 传奇股价涨21.71%，报15.70港元/股，成交额超40亿港元。不到4个交易日，巨星传奇累计 涨幅超过200%。 资料显示，巨星传奇主营业务为IP创造及营运与新零售。自2019年推出为周杰伦打造的二次 元形象IP"周同学"以来，巨星传奇便不断深耕明星IP运营赛道，围绕IP进行多维度 ...

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1时30分左右，周杰伦首条视频点赞量超440万，评论超57万。 据证券时报，有MCN机构人士分析认为，周杰伦以"周同学"身份入驻抖音，有望展现出强劲 的吸粉能力。在这个"流量即资产"的时代，流量池的扩容有望为明星IP业务注入新的动能，也 将反哺新消费业务。"短期看，流量红利将提振公司明星IP影响力、衍生品销售及品牌联名收 入；长期而言，通过持续输出周杰伦的个性化内容，强化IP情感连接，也可以提升商业转化的 自然渗透率。"随着人气歌手的入主，短视频平台同样可以获益。 （声明：文章内容仅供参考，不构成投资建议。投资者据此操作，风险自担。） 出品 | 2 1财经客户端 南财快讯工作室 编辑 | 金珊 震惊业内！4143万巨额家族信托被"击穿"？专家：重大误读 突然爆雷！号称日息1%的平台"人去楼空"，创办人：我已在国外 SFC 21君荐读 公开资料显示，巨星传奇成立于2017年，2023年7月在港交所上市，主要从事IP创 ...

据主办方预计，CR7博物馆将吸引1200万人次的旅客到访。围绕体育明星IP建立主题博物馆，与当地文旅资源相结合，背后的商业价值非常可 观。 7月一个寻常工作日的早上，位于香港尖沙咀维港旁的K11刚到营业时间就早早迎来客流高峰，上百人在K11六楼排起长龙。排队人群中大多身穿各色球 衣，不论是明黄、纯白、鲜红、黑白间条抑或是绿白条纹，背后不约而同印上"RONALDO"的字样，人们此行心中的热切期盼不言而喻：尽快走进亚太地 区首家C罗博物馆，一睹足坛巨星的风采。 CR7 LIFE博物馆开幕日现场过百人等候，图源：香港01 正如C罗在个人微博写道："走进我的世界，重温塑造我的生涯轨迹的每个瞬间。"CR7 LIFE博物馆落户香港，让更多人无需远赴葡萄牙，即可沉浸式感受 足坛超巨的无穷魅力。 12000平方呎展现C罗生涯，4000港元VIP套票遭吐槽 据官网介绍，CR7 LIFE博物馆的展出内容分为五个板块：奖杯、生涯时间线、互动体验、沉浸式参观以及C罗Youtube工作室，总共展出40件展品以及10 座C罗雕像，涵盖从葡萄牙体育、曼联、皇马、尤文以及利雅得胜利不同时代的团队冠军和个人荣誉，当然少不了C罗为葡萄牙国家队拿 ...

Core Viewpoint - The company, Giant Star Legend, is facing significant challenges due to its heavy reliance on celebrity endorsements, particularly from stars like Jay Chou and Liu Genghong, which has led to vulnerabilities in its business model and brand value [1][2]. Group 1: Celebrity Dependency - The business model of Giant Star Legend is heavily dependent on the "traffic leverage" of celebrity IPs, which exposes the company to risks associated with personal controversies of these stars [1]. - The incident involving Liu Genghong, which resulted in a significant drop in followers, highlighted the sensitivity of the public towards celebrity privileges and the potential impact on the company's image [1]. - The company's core business is closely tied to a few celebrities, with Jay Chou's IP contributing significantly to new retail product promotion revenue, creating a risk of performance decline if any of these stars face public relations issues [1]. Group 2: Sustainability of Content Monetization - Despite high gross margins from IP business, the growth is still reliant on the unpredictable nature of "top-tier celebrity creation" [2]. - The company plans to replicate successful concepts like "Jay Chou Carnival Concert" and "Liu Genghong Metaverse Fitness" in 2024, but low R&D expenditure raises concerns about its ability to innovate beyond the current model of "celebrity traffic + sales" [2]. - The combination of audience fatigue and stricter regulatory scrutiny may erode the company's competitive edge in the rapidly changing entertainment market [2]. Group 3: Product and Marketing Concerns - The core product, Magic Coffee, has faced allegations of being involved in pyramid schemes and has questionable weight-loss claims, which could undermine its market position [3][4]. - The sales model resembles that of micro-businesses, relying heavily on distributors and agents, which has led to regulatory scrutiny and accusations of operating a pyramid scheme [4]. - The company does not have its own production facilities and relies on third-party suppliers, raising concerns about its operational independence and product integrity [3][4]. Group 4: Efficacy of Core Product - The effectiveness of Magic Coffee for weight loss is disputed, with experts suggesting that any weight loss may be attributed to dietary changes rather than the product itself [5]. - The product lacks proper health certifications and is criticized for making unsubstantiated claims, which could limit its growth potential in a market with increasingly informed consumers [5].

7月9日，抖音正式官宣周杰伦的账号"周同学"入驻。受此消息影响，相关概念股票价格飙升 。 其中，运营"周同学"IP和周杰伦演唱会、综艺节目的巨星传奇股价猛涨 94.38%，一天之间市值提升 51.944亿港元（约合人民币 47.51亿 元 ）。 与周杰伦 合作项目的 锋尚文化，周杰伦代言产品的志邦家居、美邦服饰等等，也应声大涨。 | 巨星传奇(HK:06683) 離腦 | | | 己溺加 | | --- | --- | --- | --- | | HK$12.44 +6.04 +94.38% [2英丽情 | | | 2690 球友关 已收盘 07-09 16:08:14 北京时 | | 最高: 17.00 | 今开:6.10 | 成交量:9.34亿股 | 换手:108.68% | | 最低:5.84 | 昨收:6.40 | 成交额:114.85亿 | 振幅:174.38% | | 52周最高: 17.00 | 量比:27.00 | 市盈率(动): 179.40 | 市盈率(TTM): 179.40 | | 52周最低:2.04 | 委比: -15.08% | 市盈率(静): 179.40 | 市净率:10.3 ...

Core Viewpoint - Jay Chou's entry into Douyin has generated significant attention and led to a substantial increase in the stock price of his associated company, Superstar Legend, indicating a strong market reaction to celebrity endorsements and partnerships [1]. Group 1: Jay Chou's Douyin Entry - Jay Chou officially joined Douyin on July 9, with the account name "周同學" and verified as a singer [1]. - Within 90 minutes of joining, Jay Chou's Douyin account gained over 1 million followers, surpassing 3 million by the time of reporting [1]. Group 2: Superstar Legend's Stock Performance - Superstar Legend's stock price surged, with an increase of over 100% at one point, and remained up over 80%, reaching a market capitalization exceeding 10 billion HKD [1]. - The founders of Superstar Legend include Ma Xinting, Yang Junrong, and Ye Huimei, with Ma being a long-time business partner of Jay Chou [1]. Group 3: Business Operations of Superstar Legend - Superstar Legend's revenue primarily comes from new retail, IP creation, and operation businesses, including sales of products like Magic Coffee and skincare items [1]. - The company has invested in Jay Chou's concert and will also participate in the concert's operations, including selling Jay Chou-themed merchandise and planning related activities [1].

港股异动！ 7月9日，"周杰伦概念股"巨星传奇的股价突然大幅拉升，盘中最高涨幅达到100%，市值突破100亿港元。当 天，周杰伦正式入驻抖音，取名"周同学"。 巨星传奇是一家专注于IP创造及营运和新零售的港股主板上市公司，该公司与周杰伦、刘畊宏等明星深度绑 定，目前已打造"周同学"、"刘教练"两大现象级明星IP。巨星传奇现有明星IP组合累计粉丝量已达2亿。 除电视节目外，巨星传奇亦筹办及策划多项在线及线下活动。例如，2024年，集团参与策划了"一千零一夜"综 艺音乐节目，邀请多位明星参与，并于浙江卫视、快手及多个平台播出。集团亦筹办多项以刘畊宏为中心的活 动，包括于2024年8月在鸟巢举办的"健身嘉年华"及于2024年12月在成都举办的演唱会。 2024年，公司新零售业务也持续增长，录得收入约2.7亿元，较2023年增长约12.5%。公司的旗舰产品——魔胴 咖啡继续受消费者欢迎。根据灼识行业咨询有限公司的资料，魔胴咖啡于2024年继续在中国防弹饮料市场排名 第一（按销售额及销量计）。 深度绑定周杰伦 公开资料显示，2017年，巨星传奇在周杰伦"亲友团"的助力下成立，四位创始人分别为周杰伦妈妈叶惠美、经 纪人杨 ...