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北纬18
12-18
$智汇矿业(02546)$
先吃一口肉,铁律不变,打新不炒!
北纬18
12-17
[财迷]
北纬18
12-15
应该有肉吃
北纬18
12-09
[财迷]
北纬18
12-09
$宝济药业-B(02659)$
规则不变,打新不炒。小赚一笔!
北纬18
12-09
应该能吃到肉
北纬18
12-08
坐等吃肉
北纬18
12-07
有道理
@AliceSam:2025学习笔记之195 - 华纳兄弟易主
北纬18
12-03
小面吃大肉
北纬18
11-25
[财迷] [财迷]
北纬18
11-25
[财迷] [财迷]
北纬18
11-23
学会了两个字,勿贪 [微笑]
北纬18
11-14
[强] [强] [强]
@沉穩:
$谷歌(GOOG)$
我出售部分GOOG,主要考虑到其股价在过去几个月大幅上涨后,估值已趋合理,且近期消息面利多可能已被市场消化。虽然谷歌在AI和云服务领域仍具竞争优势,但大型科技股近期普遍面临获利了结的压力。我采取主动的风险管理策略,透过再平衡降低单一股票占比,确保投资组合更为分散,以应对即将到来的关键财报季及市场可能的震荡,持盈保泰为上策。
北纬18
11-14
勿太贪心哦
北纬18
11-13
学海无涯
北纬18
11-12
[喷血]
北纬18
11-07
等
北纬18
11-07
继续吃肉
北纬18
11-04
[开心]
北纬18
10-30
吃肉
去老虎APP查看更多动态
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- 华纳兄弟易主","htmlText":"华纳兄弟,说到这个牌子,简直可以在地球村任何一家影院大声喊一句 ,谁人不识君?相信每一位经常看电影的都不会陌生,华纳兄弟电影,简直是贯穿我童年美好记忆的一个大招牌!每一次考试成绩出来,每一个小小的进步,都是一次让父母买票带着去看电影的好理由。[龇牙] 以后,华纳兄弟影业及流媒体就换主人了,今天的早报新闻说,这次收购之后, <a href=\"https://laohu8.com/S/NFLX\">$奈飞(NFLX)$</a> 将拥有HBO及其热门剧集库,包括《黑道家族》和《白莲花度假村》等作品。华纳兄弟的资产还包括它位于加利福尼亚州伯班克的庞大制片厂,以及包含《哈利·波特》和《老友记》在内的海量影视档案库。奈飞还向华纳兄弟探索承诺,将继续通过院线发行华纳公司的电影。 这笔827亿美元的大买卖,对双方都是大利好吗?我怎么觉得有点悬啊。看看奈飞昨晚这股票跌的,都快要到半年的最低区域了。感觉这一重大收购引发了市场对Netflix财务状况和长期战略的担忧,尤其是短期内可能对他们公司现金流和盈利能力造成压力。 为什么跌呢,原因大概是下面这些: Netflix 这个举动,感觉有点像是在“借钱买豪宅”,Netflix 要背 500 多亿新债,这么大一笔钱,高杠杆可能限制Netflix未来在原创内容和技术上的投资,于是市场先被吓跑了,股价自然就跌了。 还有“办证风险”,美国国会和行业工会已公开反对,认为交易将削弱竞争、损害消费者利益。这个交易,美欧政府要审 12-18 个月,万一交易黄了,Netflix 还得交 58 亿“分手费”,直到审批完成之前,这个阴影可能就会一直罩着。 当然,后年如果一切顺利,就是好消息啦,意味着豪宅到手啦,若交易完成,Netflix将成为全球最大流媒体平台,订阅用户总数接近4.3亿(Netflix约3亿+HBO Max约1.3亿),在“流媒体战争”中确立压倒性优势。N","listText":"华纳兄弟,说到这个牌子,简直可以在地球村任何一家影院大声喊一句 ,谁人不识君?相信每一位经常看电影的都不会陌生,华纳兄弟电影,简直是贯穿我童年美好记忆的一个大招牌!每一次考试成绩出来,每一个小小的进步,都是一次让父母买票带着去看电影的好理由。[龇牙] 以后,华纳兄弟影业及流媒体就换主人了,今天的早报新闻说,这次收购之后, 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