周三盘中,港股上市公司巨星传奇(06683)股价大幅上涨,涨幅一度超过40%,截至盘中报告时间涨幅达28.60%。该公司被视为"周杰伦概念股",近期的利好消息推动了投资者的热情。
此次股价上涨的主要原因与巨星传奇的IP业务发展密切相关。7月9日,华语乐坛巨星周杰伦正式宣布入驻抖音,其官方账号以二次元IP形象"周同学"命名。值得注意的是,"周同学"IP的幕后推手正是巨星传奇。这一举措不仅扩大了公司的影响力,也为其IP创造及营运业务带来了新的增长点。
根据软库中华此前发布的研报,巨星传奇的IP创造及营运业务已成为公司的主要收入来源,首次超过新零售业务。预计2024年公司收入将同比上升35.8%至5.8亿元人民币,主要由IP业务的显著增长驱动。研报还指出,公司的王牌综艺节目如"周游记2"及"乐来乐快乐"的版权和广告收入成为IP业务的主要增量。这些积极因素共同推动了投资者对巨星传奇未来发展前景的信心,进而带动股价大幅上涨。
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