智通财经APP获悉,由SonyPicturesAnimation制作、Netflix推出的美国音乐奇幻动画电影《K-Pop猎魔女团》,自6月20日上映以来,一直在国际排行榜上占据主导地位。《K-Pop猎魔女团》的热播再次证明了韩国文化浪潮在全球舞台上的持续影响力。预期热潮将持续为韩国商品如化妆品及包装食品带来光环效应。GlobalX韩流音乐及文化ETF(03158)提供独特的投资机会,集中投资于代表K-pop及内容制作、食品及美容行业的韩国公司。
据悉,《K-Pop猎魔女团》在上映首周内就在26个国家排名第一,并在93个国家进入前10名。不仅在亚洲,在美国以及法国、德国等欧洲市场的观众群也异常强劲。除韩流音乐外,预计影片中所展示的韩国文化在全球的现象级输出也可以带动其他韩国商品出口,例如韩国食品及韩国美妆。例如,电影中K-Pop明星吃杯面的场面可能会引起市场对三养食品(003230.KS)旗下的火鸡面及农心(004370.KS)旗下的辛拉面的关注,这两只股票均是GlobalX韩流音乐及文化ETF(03158)的成分股。同样地,剧中角色的造型和妆容也可能会引发消费者对韩国美妆的兴趣,韩国化妆品公司亦可以从中受益。随着全球曝光率的提升,国际社会对韩国食品及韩国美妆产品的认知及接受程度将显著提高,进而为这些产品在海外市场的扩展打下坚实的基础。
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