What are the Olympic-themed stocks?

(1) Olympic Partners

Caesar Travel: The company is the ticketing agent and reception service provider partner of the Chinese Olympic Committee for the 2016 Rio Olympics, and has launched the " "Olympic Games Watching Tour" has also launched a self-guided tour package plan that provides hotels and Olympic tickets. Thousands of viewing orders have been signed so far. It is expected that the number of people going to Brazil in August this year will increase 10 times compared with the same period last year. . In addition, Caesar Travel has also obtained the authorization to sell 2016 Rio Olympics licensed products in designated stores.

Opinion analysis: Caesars Travel’s three business areas of ticketing agency + event tourism + licensed merchandise have highly benefited from the 2016 Rio Olympics, which has formed a positive situation and has high hype expectations.

Market performance: Caesars Travel rose by more than 15% throughout July. Entering August, as of August 4 (the same statistical date below), the stock has fallen by more than 7%, which is a typical cash-in of good news. Taking stage.

(2) Sports targets

As the Olympic Games approach, the sports craze will span the entire month of August, coinciding with the introduction of the "Thirteenth Five-Year Plan for the Development of the Sports Industry". Driven by the two-wheel drive of events + policies, listed sports companies deserve special attention. Among them, you can focus on the targets such as China Sports Industry, a listed company under the State Sports General Administration, and relatively flexible Lehman Holdings (300162, stock bar), Sanfu Outdoor (002780, stock bar).

Sanfu Outdoor: The company has been involved in event operations since 2015. The number of operations will increase from 24 events in 2015 to 37 events in 2016, and will increase to 200 events per year by 2019. In the future The number of specialty stores will increase from the existing 34 to 60 in three years, covering major first- and second-tier cities in China. The company's model of developing peripheral event operations and tourism ecology with specialty stores as the core will significantly enhance the company's visibility of event operations and tourism development and the retail sales of specialty stores.

Opinion analysis: Sanfu Outdoor is not directly involved in the operation of this Olympic event, and is a target of conceptual hype by riding on the trend.

Market performance: The stock fell by more than 10% in July and rose slightly in August. The good news in the early stage was not realized, and the market outlook is expected to follow the trend of the sector and the market.

(3) Virtual Reality Concept

It is particularly worth mentioning that the Rio Olympics will use VR and 8K live broadcast to create a high-tech viewing experience, and will also test the resolution of 8K video broadcast, providing up to 7,000 hours of live event coverage, with an estimated audience of over 5 billion. The Rio Olympics is expected to become a testing ground for new technologies and lead the release of market demand for smart sports. The application of VR technology in the broadcast of Olympic games will undoubtedly directly stimulate the demand for VR equipment. The two cities include Lianchuang Optoelectronics (600363, stock bar), Skyworth Digital (000810, stock bar), Xunyou Technology (300467, stock bar), and Meisheng Culture ( Concept stocks such as 002699, Stock Bar), GQY Video, Hengxin Mobile (300081, Stock Bar), Shunwang Technology (300113, Stock Bar) are worthy of attention.

GQY Video: Invest in Meta in the United States and enter the $100 billion AR market. Meta Company is a high-tech company with R&D as its core. It focuses on wearable augmented reality (AR) smart devices and ecosystems. It provides AR smart glasses, SDK development tools, and complete AR applications. Software and hardware supporting platform. Meta currently has the most advanced augmented reality technology and products in the world. GQY Video joined the AR ecosystem by investing in Meta Company, integrating Meta's AR technology with GQY Video's large-screen comprehensive display technology to form distinctive display applications, expand the application market, upgrade the traditional main business, and open up new growth points.

Opinion analysis: The so-called concept hype is stronger than the other. GQY Video used the "Pokemon" AR concept to become popular in the early stage. It remains to be seen whether this time it can be higher than the previous wave.

Market performance: The stock rose by more than 27% in July, killing all the aforementioned stocks. In June and July, it accumulated a cumulative increase of more than 50%. Entering August, it only fell slightly. 1%.

In addition to the expected "death in the light", there are also easter eggs at the end of the article, see the benefits:

It is worth paying special attention to the frequent safety issues of the Rio Olympics, and A-shares Among them, two listed companies provided security scanning equipment for the Olympic Games. Observing their market performance, both have good data support.

Tongfang Co., Ltd.: Its subsidiary Tongfang Nuctech will provide more than 200 X-ray scanning equipment for hand luggage and large cargo for the Olympic Games. In this Rio Olympics, Nuctech's security inspection equipment was mainly used in the four competition areas of the Olympic Games, including the entrances of competition venues in Baja, Deodoru, Maracana and Copacabana and the Olympic venues where athletes from various countries stay. Passenger passages, shopping malls, transportation centers, etc. in the village. In addition, some equipment will also be unveiled at this Paralympic Games. Dahua Co., Ltd. is also the main supplier of X-ray security inspection equipment for the Rio Olympics.

Opinion analysis: There are frequent safety hazards in the Rio Olympics, and the concept of security inspection may continue to be paid attention to.

Market performance: Tongfang shares rose by more than 10% in July and fell slightly in August; Dahua shares rose by more than 13% in July and continued to rise in August, rising by more than 5%.