作者 | 古尔波什 数据支持 | 勾股大数据（www.gogudata.com） 在当前的股市牛市行情中，成长与主题投资正大放异彩。而那些横跨多个行业的大题材，往往能吸引更多人气，具备更强的持续性。 其中，支付宝的"碰一下"概念板块尤为引人注目。 它不但吸收融合了"科技+消费+金融+制造" 四大产业板块于资本市场的机会，在现实生活和经济场景中的它，其影响力仍在不断扩大。 01 盘一盘资本市场下的"碰一下"生态产业链 伴随"碰一下"在全国范围迅速覆盖，用户数上亿，千万商家纷纷采用，其产业链上的上市公司和生态版图逐渐浮出水面：蓝思科技、奥比中光、复旦微电 等核心供应商在今年上半年已被市场赋予"碰一下"概念股的称号。 来到牛市背景的"下半场"，随着生态的不断拓展，TCL、比亚迪、分众传媒、上海机场、蜜雪股份、绝味鸭脖、红旗连锁、万辰集团、龙湖集团、绿城服 务、贝壳-W、世贸服务、雅生活集团、雅迪控股等众多知名港股和A股上市公司也纷纷被纳入"碰一下"概念股阵营。 这些上市公司涉及新能源汽车、消费电子、半导体和芯片制造、传媒广告、零售餐饮、房地产服务、交通运输等多个行业，共同构成了"碰一下"繁荣发展 的资本市场生态体系 ...

Group 1 - The company reported a revenue of 292 million yuan and a net profit of 21.38 million yuan for the first half of 2025 [1] - The company has signed media resource usage agreements with all 18 railway bureau groups in China, establishing a vast media resource network [1] - The company's high-speed rail digital media network covers 30 provincial-level administrative regions, with 531 signed railway passenger stations and 5,030 digital media screens, reaching over 2 billion passengers annually [1] Group 2 - The company is leveraging advanced technologies such as AIGC, 5G, and AR to enhance public communication effectiveness and drive business upgrades [2] - The digital content production team utilizes AI generation technology to optimize creative processes, significantly shortening production cycles and reducing costs [2] - The company is actively expanding its digital outdoor media business and exploring collaborative models between high-speed rail media and urban commercial scenes [2] Group 3 - The company plans to further expand high-speed rail station resources and deepen cooperation with railway bureau groups and brand clients to increase market share [3] - The company will continue to invest in digital and intelligent technology research and development to upgrade high-speed rail media business [3] - The company aims to build a globally leading high-speed rail media ecosystem to empower brand growth as the high-speed rail network and digital technology continue to evolve [3]

机构指出，指数或反复夯实3600点整数关口后再震荡上行。 【财经日历】 10:00 国新办举行国务院政策例行吹风会，请财政部副部长郭婷婷和教育部有关负责人介绍逐步推行免费学前教育政策有关情况，并答记者问 15:00 国新办就"推动电影高质量发展 丰富人民精神生活"举行中外记者见面会 16:00 中国7月外汇储备 20:30 美国截至8月2日当周初请失业金人数 | 〜 | // 外盘怎么样 // | | | | --- | --- | --- | --- | | 名称 | 肌价 | 涨跌 | 涨跌幅 | | 道琼斯工业指数 | 44193.12 | 81.38 | 0.18% | | 纳斯达克指数 | 21169.42c | 252.87 | 1.21% | | | | | | 当地时间8月6日，美股三大指数集体收涨，道指涨0.18%，纳指涨1.21%，标普500指数涨0.73%。 热门科技股多数上涨，苹果涨超5%，亚马逊涨4%，特斯拉涨超3%，博通涨近3%。 纳斯达克中国金龙指数收涨0.93%，热门中概股多数上涨，阿里巴巴涨超3%，蔚来涨超2%，哔哩哔哩、拼多多涨超1%，理想汽车跌超5%。 | | | ►►商 ...