以下文章来源于巨潮WAVE ，作者小卢鱼 巨潮WAVE . 融入时代巨潮，发现商业决策。 来源丨巨潮 WAVE （ID： WAVE-BIZ ） 作者丨 小卢鱼 编辑丨 杨旭然 图源丨Midjourney 最近流行一个词条"经济上行期的美"，来源是Lady Gaga在2025年科切拉音乐节上贡献的一场史诗 级的表演，一首《Poker Face》让不少网友直呼感受到了"经济复苏的前奏"。 这位歌手横空出世的2008年，正是全世界深陷金融泡沫却又即将转为危机的一年。"Just dance, it'll be ok"这样具有强烈暗示意味的歌词，再配上简单重复的节奏，是许多人在逆周期时代能获得的一味 精神安慰剂。 当然，这种精神安慰也是需要付钱的。比起飞一次价值大几万元的科切拉音乐节，大部分人的选择， 还是给在线音乐平台充上9.9的包月费。 回顾历史我们不难发现，每当经济下行，人们彷徨焦虑、省吃俭用的时候，总会出现帮助他们宣泄压 抑情绪的娱乐产品。所以在经济不好的年份，许多娱乐性质的公司业绩却会逆势上涨。 网易云音乐股价表现（自2025年2月至今） 从年初至今，网易云音乐的股价涨幅高达117%，腾讯音乐的股价涨幅超过7 ...

Songs By Fictional K-Pop Bands From ‘KPop Demon Hunters’ Claim No. 1 And No. 2 Spots On U.S. Daily Spotify Chart https://t.co/ldWIMSTAE0 https://t.co/ldWIMSTAE0 ...

Songs By Fictional K-Pop Bands From ‘KPop Demon Hunters’ Claim No. 1 And No. 2 Spots On U.S. Daily Spotify Charthttps://t.co/SYe8XxemXZ https://t.co/9zw03TdYFJ ...

Core Insights - The retail investment community is increasingly relying on complex indicators, neglecting fundamental investment strategies that have proven effective over time [1] - Earnings per share (EPS) growth is a crucial metric for assessing a company's profitability and future potential, especially when combined with macroeconomic conditions and market sentiment [2] Company Summaries Micron Technology - Micron Technology has shown a significant turnaround, with a 12-month stock price forecast of $146.21, indicating a potential upside of 21.92% from the current price of $119.92 [3] - The stock experienced a remarkable rally of up to 88.5% recently, capturing Wall Street's attention and leading to a valuation target of $200 per share by analysts [4][5] - EPS for the fourth quarter of 2025 is expected to reach $2.04, a 7% increase from the current $1.91, with a consistent track record of beating expectations throughout 2025 [6] Lyft - Lyft's 12-month stock price forecast stands at $16.67, suggesting a modest upside of 3.75% from the current price of $16.07 [8] - Institutional investors, particularly the Vanguard Group, have increased their holdings in Lyft by 5.7%, indicating confidence in the company's future performance [9] - EPS forecasts for Lyft predict a rise to $0.05 in the fourth quarter of 2025, a fivefold increase from the current $0.01, which is crucial for future stock price performance [10] Spotify - Spotify's 12-month stock price forecast is $660.28, reflecting a downside of 10.46% from the current price of $737.40 [11] - The company benefits from a stable subscription model, which supports consistent EPS growth, leading to a Buy rating and a valuation target of $900 per share from analysts [12] - Analysts expect Spotify to achieve high double-digit percentage growth in EPS, contributing to a projected 25% upside in the stock price moving forward [13]

Campaigns target automotive, electronics and retail sectorsLOS ANGELES and ORLANDO, Fla., July 08, 2025 (GLOBE NEWSWIRE) -- LiveOne’s music streaming service, Slacker Radio, and Intuizi, an AI platform focused on customer acquisition, today announced a strategic partnership to increase adoption of Slacker’s Plus and Premium services. Leveraging Intuizi’s large quantitative model (LQM) trained on trillions of deidentified signals sourced directly from consumers, Slacker is able to find and address consumers ...

Core Viewpoint - Stingray Group Inc. has nominated The Honourable Jean Charest for election to its Board of Directors at the upcoming Annual General Meeting on August 6, 2025, highlighting his potential contributions to the company's strategic direction and global expansion [1][2]. Company Overview - Stingray is a global leader in music, media, and technology, providing a wide range of services including TV broadcasting, streaming, radio, business services, and advertising solutions [5]. - The company operates 97 radio stations and offers subscription video-on-demand content, FAST channels, karaoke products, and music apps, reaching 540 million consumers in 160 countries [5]. Board of Directors Changes - Mark Pathy, Chair of Stingray's Board, expressed enthusiasm for Mr. Charest's potential election, emphasizing his extensive experience in public policy and international business as beneficial for the company's growth [2]. - François-Charles Sirois, a co-founder and director since 2007, will not seek re-election at the upcoming AGM, marking the end of an 18-year tenure [2][3]. Jean Charest's Background - Jean Charest has a distinguished political and legal career, having served as Premier of Québec from 2003 to 2012 and as Deputy Prime Minister of Canada in 1993 [3]. - Currently, he is a partner and strategic advisor at Therrien Couture Joli-Coeur L.L.P., where he utilizes his expertise in public policy and business for international transactions [3].

K-pop label YG Entertainment’s revival hopes are set for a boost as its biggest act, Blackpink, returns to the spotlight with a new song after a nearly two-year hiatus. https://t.co/LwOCtyEodv ...

Core Insights - Spotify Technology S.A. (SPOT) is leveraging AI to enhance user engagement and maintain its leadership in the audio streaming market, with features like the AI DJ contributing to user retention and growth [1][3]. User Engagement and Growth - In Q1 2023, Spotify reported 515 million monthly active users (MAU), a 16.9% increase from Q4 2022, and reached 615 million MAU in Q2 2023, marking a 2.1% increase from the previous quarter [2]. - By the end of Q4 2024, MAU is projected to grow nearly 10%, with the latest report showing 678 million MAU in Q1 2025, a 10.2% increase year-over-year [2][10]. AI Features and Revenue Growth - The AI DJ and other AI-driven features, such as Spotify Wrapped, have significantly enhanced user experience and engagement, with Wrapped expected to boost engagement in the latter half of the year [3][10]. - The AI Playlist feature has expanded to over 40 new markets, contributing to a 4% year-over-year growth in average revenue per user (ARPU) in Q1 2025 [4]. Advertising and Monetization - Spotify has optimized ad targeting using AI, resulting in an 8% year-over-year growth in ad-supported revenues and an 885-basis-point increase in ad-supported gross margin [5]. - The partnership with ElevenLabs for audiobooks allows authors to narrate in 29 languages, expanding Spotify's content offerings and monetization strategy [6][7]. Market Performance and Valuation - SPOT stock has increased by 128.8% over the past year, outperforming Amazon (11.7%) and Apple (-5.2%), while the industry average rose by 32% [8]. - Spotify trades at a forward price-to-earnings ratio of 64.34X, higher than Amazon's 33.26X and Apple's 28.33X, indicating a premium valuation [12].

Fictional K-pop sensations score hit film and album https://t.co/UG7myomwgN ...

Core Insights - The rise of AI musicians is significantly disrupting the traditional music industry, with AI-generated artists like Aventhis and The Devil Inside gaining substantial popularity on streaming platforms [2][3][7] - AI-generated music is characterized by high production efficiency, allowing AI artists to release multiple tracks in a short time, which contrasts sharply with the slower output of human musicians [7][8] Industry Impact - AI musicians are rapidly capturing market share, with Aventhis releasing three albums and 57 tracks in just four months, showcasing a production speed that human artists struggle to match [7] - The emergence of AI-generated content is leading to a chaotic landscape in the music industry, raising questions about copyright and legal implications [11][12] Streaming Platforms - Deezer has taken the initiative to label AI-generated content, while other platforms like Spotify, Apple Music, and Amazon Music have remained silent on the issue [12] - Over 20,000 AI-generated tracks are uploaded daily on Deezer, with AI-produced audio accounting for 18% of total uploads in April [6] Legal and Copyright Issues - The legality of AI-generated music is under scrutiny, with companies like Suno and Udio facing lawsuits for allegedly using copyrighted songs without authorization [11] - The U.S. Copyright Office has stated that AI-generated works do not hold copyright unless there is sufficient human input, leading to uncertainty regarding ownership and rights [12]