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美股異動 | 迪士尼漲8% 三季度業績勝預期 用户量首次超過奈飛
格隆匯 08-11 21:51
格隆匯8月11日丨迪士尼(DIS.US)漲8.77%,報122.29美元,總市值2228億美元。8月10日週三美股盤後,迪士尼發佈其截至今年7月2日的2022財年第三財季業績,迪士尼當季度從主題樂園、體驗和產品部門獲得的收入達到73.94億美元,同比大增70%;公司新增了1440萬Disney+訂户,超過了市場預期的1000萬;Disney+訂閲用户數累計達1.521億,高於市場預期的1.48億,加上Hulu和ESPN+,迪士尼表示截至該季度末擁有2.211億流媒體訂閲用户,高於Netflix 的2.207億流媒體訂閲用户。在財報中,迪士尼宣佈將從今年12月起提高Disney+的訂閲價格。投行Guggenheim證券發佈研報表示,因為流媒體服務 Disney+ 訂閲人數的增長高於預期,該行將迪士尼評級從“中性”上調至“買入”,目標價從110美元上調至145美元。分析師Michael Morris表示,對迪士尼保持其公園業務的趨勢朝着正確的方向發展“更有信心”,並對其直接面向消費者的業務實施提價和成本控制的有效性抱有信心。

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