
A | CHESTER, Pa. -- The Eagles and the NFL might still be the sports favorites at Calvary Baptist Church, just outside Philadelphia. But many here are also rooting for a neighboring team which last year reached the championship game of Major League Soccer.Their new-found fandom is all about location — and revenue from parking. The Philadelphia Union plays at Subaru Park, a stadium beside the Delaware River just a few blocks from Calvary in the economically challenged city of Chester. Its poverty rate is among the highest in the metro area.As the Union continues to attract loyal fans and reach new heights, so have the blessings bestowed on this historic church where Martin Luther King Jr. attended as a seminarian.It has been crucial. Like many other Black Protestant churches, Calvary Baptist struggled financially during the coronavirus pandemic. Attendance fell, and along with it, funding. But the church has transformed its parking lot to accommodate game-day fundraisers, with volunteers from the congregation staffing the lots and selling spaces for $15 per vehicle.These days, the church raises up to $3,000 per game — about half of what goes into the collection plate on Sundays, said its pastor, Keith Dickens. The welcome influx of extra money is being used to pay for utilities, ministries and a new speaker system that will allow Calvary to reach a broader audience by broadcasting its services online.“It’s been a blessing,” said Dickens, who on a recent game day proudly sported a Philadelphia Union hat. "Not only just to generate funding, but also to meet and minister to new people.”Across the nation, houses of worship located near stadiums — from Boston’s Fenway Park to the Green Bay Packers’ Lambeau Field — have opened their parking lots to legions of fans.For churches offering parking near pro-soccer stadiums, their coffers recently received an assist from the world’s best active player, Lionel Messi who joined an MLS roster this year. All 250 parking spaces at the Calvary lot were full when Messi’s Inter Miami played the Union.Jeffrey Scholes, co-author of “Religion and Sports in American Culture,” said churches like Calvary show a growing willingness to use “secular entities like sport for religious purposes” including, “continuing a ministry, feeding the poor, keeping the lights on, things that ideally churches do."In the past, Scholes said clergy might have preferred the “old-fashioned way” of getting churchgoers to donate while shunning the sports-fan parking business as too “worldly."“There’s just much more openness to different kinds of nonreligious tactics to perform the necessary functions of a church or synagogue or mosque,” Scholes said. It also offers an opportunity to share with fans the history of congregations like Calvary, which was founded in 1879 by a group of formerly enslaved Africans seeking freedom to worship.On a recent game day, fans decked in the Union's navy, signal blue and gold colors pulled into parking spots in front of Calvary's colorful mural that pays homage to King. The civil rights leader worshipped at the church from 1948-1951, when he attended Chester’s Crozer Theological Seminary. Chester has a notable cultural and industrial history, but now has economic difficulties that make Calvary's new parking revenue all the more appreciated.“For us, if it gives back to a cause, it makes it all the better,” Abe Gitterman, age 37 and Jewish, said before he paid the parking fee. Next to him, his 6-and 7-year-old sons pointed to the mural and asked parking attendant and church member Lisa Lewis if this was the same man they had learned about in school. “Yes,” she replied, smiling. “It feels good,” she later said, “to tell them the history about the church.”It can also be fun. In Lubbock, Texas, Leslie Cranford, a parishioner at St. John’s United Methodist Church, said Texas Tech football fans have tailgated with RVs — taking up to four spots ($10 each) — in the church parking lot, near the Red Raiders' Jones AT&T Stadium. Sometimes, rival fans park at the church. “We tell them: we got to charge you extra!” Cranford said, laughing. She introduced the parking program at her congregation two decades ago. On a good season, they make up to $2,000 per game. “Dwindling attendance is a problem," Cranford said. "So, this helps us maintain our ministries.” In Boston, the Christian Science Church opened its parking garage to the public in 2014. That includes Red Sox fans who can park for $30 — a lower rate than closer to Fenway Park. Kevin Ness, manager of the Christian Science Committees on Publication, said the revenue helps cover the operating expenses of Christian Science Plaza, a popular tourist attraction which sits on top of the garage in the Fenway neighborhood. “This in turn allows the contributions from members to directly support the worldwide healing mission of the church,” he said. In Green Bay, Wisconsin, Bethany Church began its Packers parking program in 2010.“We thought it would be a great avenue for outreach, and a way to get funds to help support the growing ministries,” Bethany’s administrative assistant, Jill Connerym said via email. The church doesn’t have a set charge, and instead asks for donation, Connery said, adding that “many people are very generous.”Packers parking helps fund programs, including youth ministries, small group learning and building facility upgrades, Connery said. The church parking lot is often full on game days.“We are known for our hospitality,” she said. “We had a volunteer who began giving rides to Lambeau from our parking lot, free of charge to whoever didn’t want to walk the .5 miles to the stadium. So, now we are known for our shuttle service, and friendly volunteers.”Churches also have embraced other fans. Nashville First Church of the Nazarene offered their parking lots for three shows attended by thousands at nearby Nissan Stadium during the Nashville leg of Taylor Swift’s Eras Tour. The parking program ($30 a spot) also is popular during Tennessee Titans games and has helped fund ministries in Nashville and missions in Haiti and Kenya.“Every one of these dollars comes right back in to help people,” said its senior pastor, Kevin Ulmet. “When people hear that, they love that, they say ‘we want to be a part of that.’ And that, to me, is the classic definition of win-win.”__Associated Press religion coverage receives support through the AP’s collaboration with The Conversation US, with funding from Lilly Endowment Inc. The AP is solely responsible for this content.。 数据支持|勾股大数据(www.gogudata.com) 周末,美国总统特朗普在最新的采访中继续释放缓和信号,暗示贸易会谈大门仍敞开着。

B | 果然TACO一来,周一大盘如期拉升。 尤其是AI算力板块,今日迎来报复性反弹,“CPO”含量超50%的创业板人工智能ETF华夏(159381)、5G通信ETF(515050)一度涨超6%,截至收盘分别涨3.89%和3.41%。 贸易谈判的一波三折,对市场风险偏好形成明显扰动。

C | 接下来,随着关键性事件逐步落地,右侧布局的机会到了么? 01、CPO领衔反攻 A股三大指数今日集体上涨,截止收盘,沪指涨0.63%,深证成指涨0.98%,创业板指涨1.98%。 行业板块呈现普涨态势,通信服务、电池、通信设备、消费电子板块涨幅居前,贵金属板块逆市重挫。

D | 可以看出,领涨板块依然是科技,创业板尤其较为强势,一度涨超3%,港股科技股反弹也很凶猛,恒生科技指数一度大涨近4%。 上周剧烈回调的AI算力板块全面反弹,中际旭创、天孚通信一度涨超10%,新易盛一度涨超7%,东山精密涨超6%,沪电股份涨超4%,工业富联涨超3%、立讯精密涨近3%。“CPO”含量超50%的创业板人工智能ETF华夏(159381)、5G通信ETF(515050)一度涨超6%。 消息面上,兴证通信产业链调研显示1.6T光模块需求持续上调。 由于GB300与后续Rubin平台加速部署,海外大客户近期上修2026年1.6T光模块采购计划,部分客户提前锁定明年产能,行业总需求预计从1000万上修到2000万只。 行业权威机构LightCounting也给出乐观预测,全球以太网光模块市场规模在2024年强劲增长的基础上,2026年有望同比增长35%至189亿美元,到2030年更将突破350亿美元大关。 企业层面也传来积极信号。中际旭创表示,二季度1.6T光模块已开始逐步出货,预计未来两个季度将持续实现量产与规模交付。 PCB企业东山精密透露,当前光芯片市场因AI驱动的高速光模块需求爆发而呈现显著紧缺态势,尤其是800G及以上高速率产品的供应缺口尤为突出,供应紧张格局短期难以缓解,其子公司索尔思已重点锁定2027年全球顶级客户的1.6T需求。

E | 此外,国内算力也传来利好。

F | 工信部发布《关于开展城域“毫秒用算”专项行动的通知》。其中提出,到2027年,实现城域中型及以上算力中心间光层单向互连时延小于1毫秒。加快算力中心间高性能网络部署,到2027年实现城域中型及以上算力中心出口400Gbps部署率不低于50%。 A股再次迎接一家申请上市的国产GPU企业。

G | 近日,上海证券交易所公告显示,上市审核委员会定于10月24日审议沐曦集成电路(上海)股份有限公司(以下简称“沐曦”“沐曦股份”或“公司”)的首发申请。 过去两周,贸易谈判的一波三折,对市场风险偏好形成明显扰动。接下来,随着三季报、中美谈判、美联储降息、四中全会等关键性事件逐步落地,右侧布局的机会到了么? 02、右侧机会,逐渐清晰 尽管上周市场风声鹤唳,AI概念接连调整,然而产业趋势并未中断,AI产业链的高景气度将在三季报窗口期再度得到验证。 龙头企业业绩是实打实的硬。台积电上周公布了其第三季度财务报告,营收、净利润均超过市场预期,三季度营收为9899.2亿新台币,同比增长30.3%,净利润实现4523亿新台币,创下公司的纪录新高,同比增长39.1%。 公司在业绩会上表示,目前人工智能需求比3个月前预期的还要强劲。不仅上调了2025年营收增长预期,也上调了今年资本开支目标的下限,预计全年资本支出400亿美元至420亿美元。

H | 国内GPU龙头寒武纪也于上周六公布三季度业绩,三季度营收17.27亿,净利润5.67亿元,净利润率近33%。

I | 业绩爆发进入了非常良性的循环,此前全年预期大概50-70亿左右,四季度集中交付前,前三季度就已经做到了46.1亿营收。

J | 更重要的是,三季度存货+预付款合计44.2亿,比起上个季度增加了9个亿,意味着回片正常化、供应链良率提升后之后在手订单有望快速兑现,为四季度大量交付提供了保障。 接下来,10月底北美科技财报发布,需求侧我们有望看到更多验证数据。 业绩的指数级爆发,是当前AI赛道高景气度的标志。算力供应链上的相关概念,譬如光模块,PCB、人工智能芯片等等,近期随着市场风险偏好调整接连下跌,但在随后的三季报窗口期又是极大概率能够带来超预期表现的板块。 在经过接近1个月的调整之后,市场是否会再次进入“寒武纪时刻”? 既然AI主流叙事未发生变化,我们需要在其他角度思考市场逻辑。目前,最关键的几件事是,中美谈判、美联储降息以及接下来的四中全会。

K | 中美谈判周末释放出一些乐观的信号,而周一不出意外地,市场给出了积极回应。

L | 随着谈判深入,本周或大概率延续阶段反弹的基调,而反弹即是调整结构和仓位的机会。

M | 不管过程起伏,从终局思维来看,美方最终诉求在于达成协议,加上特朗普是商人,不喜欢硬碰硬,最后还是靠交易的艺术,互相妥协还是大概率的。中国的稀土底牌对上美国芯片,两个底牌目前看来中国的更硬一点,未来老美和欧洲势必会着手建立自己的稀土供应链,但是这个漫长的时间恰好允许我们实现先进制程的自主可控。 再结合国内,在缺少强力政策延续的情况下,对于下半年经济增速本身也需要调整预期。除非接下来看到强刺激政策,否则没太多理由切换消费或者红利资产,指数的有效突破或仍有赖于科技板块的再启动。 况且,上证连续涨了五个月,四季度市场本身就需要一次调整,一个月甚至一个季度也都正常。 科技成长作为主线,这半年从海外算力到国产算力到恒生互联网到储能固态电网,基本都轮动过了。随着三季报陆续解读,估值向明年切换顺利,科技板块在消化性价比不高的压力后有望回归。 对于普通投资者来说,聚焦科技主线的核心赛道,还是应该尽量去覆盖人工智能里各种细分领域,把握好龙头企业股价调整的机会。 在这方面,ETF是比较稳健全面工具,譬如5G通信ETF(515050)和创业板人工智能ETF华夏(159381)。 5G通信ETF(515050)跟踪中证5G通信主题指数,深度聚焦5G通信(AI算力底座)产业链,通信与电子两大核心赛道合计占比近八成,涵盖30%光模块、12%PCB、15%服务器龙头、12%高速铜联接和8.4%半导体等五大AI算力系统核心组件,权重股包括光模块双雄新易盛和中际旭创,也囊括工业富联等5G产业链龙头。 5G通信ETF(515050)今年累计涨幅高达72.57%,最新规模为79.58亿元,涨幅、规模双双位居同标的第一。没有股票账户,也可关注场外联接(A类:008086;C类:008087)。 创业板人工智能ETF华夏(159381)跟踪创业板人工智能指数,光模块CPO权重占比51.8%,“光含量”居人工智能指数榜首,同时覆盖国产软件+AI应用企业,一键覆盖AI产业链最重磅两大环节,“软硬兼具”。 机构预计三季度光通信板块归母净利润同比增长167%,头部光模块厂商业绩有望延续同比高增态势,其中创业板人工智能ETF华夏(159381)前三大权重股中际旭创(20.95%)、新易盛(20.42%)、天孚通信(5.39%)三季度净利润同比预计均超100%。 创业板人工智能ETF华夏(159381)备受资金青睐,年内净流入2.8亿元,份额增长率飙增53%,居同类产品前列。值得一提的是,该ETF场内综合费率仅0.20%,位居同类最低。

N | 场外联接(A类:025505;C类:025506)。 365编辑器 03、投资AI,投资未来 英伟达CEO黄仁勋在最新访谈中透露,通用计算时代已经结束,未来5-10年,全球所有计算基础设施都将转向加速计算与AI计算。

o | 尽管近期关于AI泡沫化又变多了起来,但AI技术的发展已经取得了长足的进步,行业需求的快速增长已经不再需要每次模型迭代都有惊艳的进步,况且普通人投入在AI推理上的时间还非常的少。 随着AI硬件、人形机器人等智能终端逐渐接入到日常生活中来,对未来几年算力需求理应更乐观一些。

p | 短期来看,虽然外围不确定性出现一点缓解,但是美国的关税政策一直是个扰动项,操作上不宜太过激进,三季报、十五五,月底APEC等大催化带来的右侧机会,将逐渐在接下来两周浮出水面,借助ETF参与进来,不失为一种稳健的选择。
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