本周观点 资产交易平台依然是确定的方向： 投资逻辑 资产交易平台依然是确定的方向。1）我们对港股维持乐观预期，新股 IPO（包括 A+H、中概回港）优化港股资产， IPO 打新、新消费、创新药等板块带来"赚钱效应"。恒科由于成分原因可能短期表现平淡，风险偏好向新概念、 中小盘蔓延趋势明显。2）我们持续看多虚拟资产（含稳定币）的发展，近期包括蚂蚁、META、贝莱德在内的传 统互联网、金融机构向虚拟资产和稳定币延申的趋势明显。美国、中国香港的虚拟资产相关法律框架逐步完善， 虚拟资产趋势向上。其中，我们尤为看多资产交易平台，本质上是我们看多各类资产的交易膨胀和流动性扩散。 3）近期电商、外卖等平台补贴升级，利好咖啡茶饮及分众等广告渠道。4）海外中国资产的潜在风险依旧是中美 关税问题，保持对美国与全球关税谈判的进度跟踪，预防突发事件风险。 | 二、行业情况跟踪 | 4 | | --- | --- | | 2.1、消费&互联网 | 4 | | 2.1.1、教育 | 4 | | 2.1.2、奢侈品 | 5 | | 2.1.3、消费&连锁咖啡茶饮 | 5 | | 2.1.4、电商&互联网 | 6 | | 2.2、平台&科技 ...

记者 吴桐 芬兰著名指挥家萨洛宁指挥纽约爱乐乐团在MISA连续上演了两场重磅音乐会。萨洛宁一直在为环 保事业积极奔走，他在瑞典创办的"波罗的海音乐节"同样以生态为主题。"古典乐本身就是低碳的艺 术，与大自然有着天然的亲近，比如我们的乐器都是由木材、马尾毛、竹子等天然材质制作。" 今年的上海夏季音乐节迎来了许多来自世界各地的音乐家。来自比利时的金翅雀古乐团被很多乐迷 视为本届MISA三大名团之外"隐藏的彩蛋"，团里的大提琴演奏家伊拉·吉沃尔在享受了梧桐区的优雅、 苏州河边骑行的惬意以及陆家嘴的"绝美天际线"后，感叹"这是一座未来之城"，古典音乐的未来在上 海，在中国。 "我们旨在通过音乐与艺术的跨界合作，引导公众关注环保问题。"上海交响乐团团长周平 说，"MISA期待环保能和音乐一样走进生活，成为一种生活方式。" 7月5日晚，捷豹上海交响音乐厅主厅，"95后"作曲家梁皓一《树》首演。台上，中提琴和大提琴的 演奏员正在敲击木鱼；观众席间，长笛和短笛演奏员边走边吹。木鱼声让人有置身大森林的沉浸感，而 笛声和台上一把小提琴的应和，则是穿插其间的鸟鸣。 这场音乐会也是本届MISA的"点题"之作。今年的MISA在音乐会之 ...

"孩子毕业旅行的第一站就来了成都，果然收获满满！"来自广西的游客张女士说："我们在江边体验了 做漆扇、品凉茶，孩子还亲手给我做了驱蚊香包，有趣又长知识。孩子凭准考证坐船还有优惠，吹着江 风看两岸风景，像是在画里游。" 近期，随着录取通知书的陆续发放，千万考生迎来"超长假期"。携程平台数据显示，高考后出发的旅游 产品预订量环比增长88%。同程旅行《2025暑运出行趋势报告》预计亲子游客流高峰将出现在7月中旬 至8月中旬。途牛旅行分析，毕业游用户更注重情绪价值及个性、新奇体验，主题乐园、文博场馆、"网 红"景区、热门商圈以及演唱会、音乐节均是他们的热门选择。 夜幕初降，在成都东门码头等待登船夜游锦江的游客排起长队。江上，火锅船、"江上KTV"、萌宠专线 等主题游船往来如织。"李白""薛涛"等NPC为游客带来花笺一舞、诗词飞花表演，还融入毕业季金曲演 唱，打造沉浸式夜游之旅。 在绵阳市平武县，"文化+生态"主题游进一步串联成线，今年暑期，当地重点推出探秘熊猫家园、邂逅 精品民宿、相约冰爽激流等主题游线路，明代古建筑的艺术魅力、藏寨火塘的民俗风情、大熊猫国家公 园的原始野趣等独特的文旅场景受到许多家庭游客和年轻人的喜 ...

作者 | 向治霖 编辑 | 谢奕秋 新媒体编辑 | 宝珠 视觉 | 诺言 5月，2025福布斯中国人工智能科技企业TOP50榜单发布，"趣丸科技"在其中的显眼，不单单因为它是广 州唯一一家上榜的企业，还因为它很"脸生"。搜索这家公司，它更被熟悉的身份，是以兴趣（游戏）社 交、电竞为招牌的一家互联网"中厂"。 实际上，趣丸科技在AI领域动作频频。 南风窗近日专访了趣丸科技创始人宋克，他讲述的，不只是一个互联网公司"转型"的故事，更是一个有 十多年履历的创业老兵对AI时代的理解与思考。 不难发现，趣丸推出的模型，针对的依然是细分领域，音频、音乐、社交等等。比起那些高呼生产力、 扬言要"颠覆底层逻辑"的大模型公司或者"AI原生"公司，似乎是不务正业。宋克告诉南风窗，这背后关 系到对AI能力及其商业化逻辑的思考，趣丸的"玩物丧志"，是有意而为。 AI必然要改变世界，但改变的方式还不一定。风起至今，"小龙""小虎"们几起几落，市场冷静后，发现 追求"革命性的颠覆"既非坦途，也不是唯一的路。 从X到AI 中国大部分AI创企的故事，要从2023年前后、也即ChatGPT"出圈"后讲起，但趣丸的"转型"时间更早。 2021年 ...

Core Insights - The rise of AI singer Yuri, created by AI.TALK, marks a significant moment in the entertainment industry, with her debut music video "SURREAL" achieving over 7 million views across platforms [1][4][8] - The success of AI singers is attributed to advancements in AI music and video generation models, allowing for high-quality content creation that resonates with audiences [7][20] Group 1: AI Singer Development - AI singer Yuri has gained popularity due to the timing of her release and the advancements in AI technology, which enhance the realism of virtual characters [4][8] - Unlike traditional virtual idols, AI singers like Yuri utilize AI-generated music and videos, making them more innovative and appealing to audiences [6][9] - The commercial potential of AI singers is being explored, with comparisons drawn to established virtual idols like Hatsune Miku and Luo Tianyi, who have successfully monetized their brands [9][19] Group 2: Market Trends and Opportunities - The AI digital human market in China is projected to reach approximately 4.12 billion yuan in 2024, reflecting a year-on-year growth of 85.3%, indicating a burgeoning sector for AI entertainers [20] - The current landscape for AI singers is relatively open, with few competitors, presenting a prime opportunity for companies and studios to enter the market and establish themselves [23] - The ability to produce high-quality songs and music videos will be crucial for the success of AI singers, as the industry evolves and more competitors emerge [20][23]

Core Viewpoint - The "2025 Guangdong Night Economy and Summer Consumption Promotion Activities" were launched in Qingyuan, Guangdong, aiming to boost the local economy through summer and night-time consumption initiatives [1][2]. Group 1: Economic Performance - From January to May, Guangdong's total retail sales of consumer goods reached 1.9 trillion yuan, showing a year-on-year growth of 3.7%, with an upward trend since March [1]. - The summer season is identified as a peak consumption period, driven by student vacations and family outings, which is expected to enhance consumer activity [1]. Group 2: Promotional Activities - The Guangdong Provincial Department of Commerce will collaborate with cultural and tourism departments to promote six major night-time consumption activities, including "Exciting Night Markets" and "Charming Night Tours," with over 200 events planned from July to September [1][2]. - The "Yue Summer Island Music Festival" will be held to promote Guangdong's coastal tourism and island-hopping experiences, targeting summer visitors [2]. Group 3: Local Initiatives - Qingyuan City will launch the "15-Minute Qingyuan Night Economy Consumption Map" and offer various discounts and promotions across attractions, restaurants, and hotels during the summer [2]. - The Guangzhou Night Economy Development Association shared innovative practices to stimulate night-time consumption, emphasizing the importance of enhancing the quality and diversity of night-time offerings [2].

Group 1 - The core idea of the articles revolves around leveraging sports events to boost local tourism and economy in Qingchuan County, integrating sports with cultural and culinary experiences to enhance visitor engagement and spending [1][2][3][4][6] - Qingchuan County has successfully hosted over 12,000 basketball matches since the inception of the "Baba Basketball" platform, attracting more than 6,800 teams, which has significantly increased local foot traffic and business opportunities [4][5] - The county's strategy includes a "1+20+N" model, where the central basketball park serves as the hub, radiating to 20 towns and incorporating various local activities to create a vibrant "Baba Economy" [4][10] Group 2 - The integration of sports events with local culture and cuisine has led to a notable increase in tourism revenue, with a reported 33.4% year-on-year growth in comprehensive tourism consumption during the recent May Day holiday, totaling 470 million yuan [6][13] - Local businesses have thrived due to the influx of visitors, with many previously idle shops now bustling with activity, resulting in the establishment of 38 new businesses in just six months [5][10] - The "Baba Economy" has diversified, with various local events and activities enhancing the overall visitor experience, leading to increased income for local residents and a more sustainable economic model [8][12][13]

以下文章来源于和讯商业 ，作者康嘉林 和讯商业 . 商业世界的故事、逻辑、认知。由"和讯商业"团队出品。 不过，在国内市场在线音乐用户规模趋于饱和的当下，行业头羊也不能独善其身， 始终 面临 着 用户增 长趋缓、收入动能不足的双重压力。据 腾讯音乐集团 第一季度财报数据显示，其月活跃用户已经连续 多 个季度流失，一季度该数字为 5.55 亿，环比减少 了 100 万。 为 缓解 增长 乏力 ，腾讯音乐 双手入泥， 拓展韩娱资源 ， 收割饭圈，更斥重金 收购头部音频平台 ， 用 于进攻字节系同类型产品，已逐渐成效。 回顾历史，每当人们开始彷徨焦虑、省吃俭用的时候，总会出现一些娱乐产品，帮助他们宣泄情绪，释 放压力。 腾讯音乐 娱乐 集团最近的 这 两步新棋，就切中了用户的精神需求， 推着 腾讯音乐过一个肥 年。 抵御番茄 曾经的在线音乐平台信奉版权， 谁能 手 握有更多的独家 优质版权 ， 谁 就能拥有 坚实的护城河， 但随 着独家版权时代的终结，行业的 "胜负手" 正 在悄悄转移 。 如今，在线音乐行业早已不仅只是听歌 那么 简单 ，而是 向着 多元化的音乐娱乐生态 逐步演进 。 7 月 7 日，腾讯音乐 娱 ...

Core Points - The speaker reflects on a journey filled with failures, including multiple unsuccessful attempts to enter art school and challenges in finding meaningful work and relationships [2][3][15] - Despite these setbacks, the speaker found solace in music creation, leading to unexpected recognition through participation in a music program [4][6] - The decision to embrace a farming lifestyle was influenced by personal experiences and a desire for a simpler, more connected life with nature [19][21][37] Group 1: Personal Journey - The speaker's early aspirations in art were met with repeated failures, highlighting a unique struggle in achieving academic goals [2][14] - A sense of societal rejection emerged from a failed music career, prompting a shift towards a more grounded lifestyle [15][17] - The speaker's return to farming was motivated by a combination of personal fulfillment and a desire to reconnect with nature [19][21] Group 2: Farming Philosophy - The concept of "half-farmer, half-singer" was introduced, emphasizing a balanced approach to agriculture and creativity [21] - The speaker advocates for a new farming lifestyle that integrates cultural heritage, such as collecting and preserving traditional songs [22][33] - The importance of nurturing a connection with the land and understanding the natural world is emphasized as essential for personal growth and education [34][38] Group 3: Education and Community - The speaker critiques modern education's focus on academic achievement at the expense of experiential learning and connection to nature [44][45] - Initiatives to engage children in music and environmental awareness through playful activities are highlighted as a means to foster creativity and responsibility [66][70] - The speaker envisions a future where education prioritizes emotional and moral development over competition, promoting a more holistic approach to learning [83][84]

Group 1 - The concert "Beautiful Xinjiang: North and South of Tianshan" was held in Haikou, showcasing the unique cultural heritage of Xinjiang through music [1] - The performance featured traditional Xinjiang instruments and a variety of pieces that depicted the region's landscapes and cultural diversity [1] - The conductor, Nurbanan Yiming, expressed the hope that the concert would foster cultural exchange between Xinjiang and Hainan audiences [1] Group 2 - The Hainan Performing Arts Group emphasized that hosting the concert is a significant step towards cultural enrichment and building artistic bridges [2] - The group plans to continue introducing high-quality stage art from both domestic and international sources to enhance the cultural life of Hainan residents [2]