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顶级艺人回归+新艺人加盟 K-pop四大公司盈利上行动力足 Global X韩流音乐及文化ETF迎配置机遇
Zhi Tong Cai Jing· 2025-06-05 03:03
未来资产环球投资及Global X ETFs(香港)的ETF研究分析师刘子郡发文称,自去年12月以来,韩国市场 在政治风险缓和的背景下出现反弹,K-pop板块在过去几个月的表现明显优于Kospi指数,对2025年K- pop行业的前景保持乐观,主要原因包括顶级艺人的回归、新兴艺人的崛起、与NewJeans和HYBE争议 相关的风险落地,以及中国市场的反弹和低基数。与传统制造业相比,K-pop内容独特的文化特征和较 低的关税风险将推动其在中国及全球的持续增长。 去年3月19日,Global X韩流音乐及文化ETF(3158)在港交所正式上市,该ETF迎合了韩国娱乐业日益增 长的人气和全球影响力,旨在追踪K-pop领域领先公司的表现,包括音乐制作、娱乐经纪及相关行业。 刘子郡分析指出,四大韩国娱乐公司(JYP、HYBE、SM和YG)合计占该ETF的37%,2025年四大娱乐公 司的盈利将强劲增长,主要得益于顶级艺人的回归和新艺人的加盟。 具体来看,HYBE(352820KS)旗下BTS即将回归,还可能推出专辑纪念版,BTS成员J-Hope将举办个人 世界巡回演唱会。HYBE旗下美国女子组合Katseye发展良好, ...
环球音乐宣布与国民音乐家刘欢达成全球独家合作
Zhong Guo Chan Ye Jing Ji Xin Xi Wang· 2025-04-29 04:26
Group 1: Collaboration and Innovation - Universal Music Group has announced a global exclusive partnership with renowned musician Liu Huan, focusing on music creation, copyright operations, and global distribution, while also exploring digital music ecosystems and virtual performances [1] - Liu Huan's collaboration with ERP leader ZhiBang International positions him as the first global brand ambassador, emphasizing the synergy between artistic craftsmanship and technological innovation [2] Group 2: Digital Transformation Challenges - Chinese enterprises face challenges in enhancing systemic efficiency, with low inter-departmental collaboration and intensified market homogenization being key issues [3] - The necessity for digital transformation has become a critical requirement for enterprises to survive, highlighting the importance of breaking down data silos and restructuring management processes [3] Group 3: Integrated ERP Solutions - ZhiBang International's new generation of "integrated ERP" aims to address traditional management pain points by deeply integrating AI, blockchain, and IoT technologies [4] - The new ERP system enhances inter-departmental collaboration by providing real-time data sharing, significantly improving efficiency by over 50% [5] Group 4: Data-Driven Decision Making - The integrated ERP system transitions enterprise management from experience-driven to data-driven, utilizing AI decision engines for predictive insights [6] - The platform can quickly identify issues during production by correlating multi-dimensional data, greatly improving problem tracing efficiency [6] Group 5: Flexible Architecture for Growth - The modular design of the new ERP system allows for rapid deployment within 48 hours, catering to the dynamic needs of enterprises [7] - This flexible architecture supports businesses at various growth stages, ensuring a sustainable upgrade path throughout their digital transformation journey [7] Group 6: Future Aspirations - ZhiBang International aims to leverage Liu Huan's influence to explore the integration of cutting-edge technologies like AI and quantum computing, fostering a more intelligent and open industrial internet platform [9] - The company envisions breaking organizational boundaries and activating data value to create a limitless innovation landscape [9]
摇滚乐队主唱,也募了96亿
投中网· 2025-04-13 03:22
将投中网设为"星标⭐",第一时间收获最新推送 在普遍缺乏信心的情况下,明星投资人们的人脉、口碑、社会影响力,那就是最有说服力的核心资源 。 作者丨蒲凡 来源丨 投中网 这两年,投资圈的明星效应越来越明显。尤其是在募资这件事上,动不动就能看到某明星投资人宣布离职,成立自己的Solo VC,然后第一支基金就能募到5亿10亿的,碾压一众有头有脸的明星机构。 这个热潮在2024年12月达到了一个顶峰,包括A16z的合伙人米歇尔·沃尔兹与斯里拉姆·克里希南、Two Sigma的维利·伊尔切 夫、红杉位于欧洲市场的合伙人马特·米勒、Lightspeed Venture的合伙人亚历克斯·陶西格等有头有脸的大佬,先后宣布自己将 另谋高就。 这其中,除了陶西格,他们选择的新方向都是成立自己的基金。 维京海盗们在苦寒之地上建立起来神话体系,完美契合了摇滚乐寻求通过实验、噪音重新解构世界的精神内核,为摇滚乐坛三 大流派death/black/gothic(也就是死亡、黑金、哥特)贡献了大量文化意象,比如兽人、骷髅、倒十字架/五星、自然之神、 阴森古堡。瑞典金属名团Amon Amarth就是一个典型的例子,他们将自己的风格定义为"维 ...