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奈飛在韓投資帶飛娛樂股

奈飛公司(NFLX.US)週一宣佈,計劃未來四年在韓國投資25億美元,用於製作韓語電視劇、電影和綜藝節目。奈飛對韓國娛樂業的投資將有助於製作更多國際熱門電視劇,如《魷魚遊戲》和《黑暗榮耀》,市場樂觀情緒推動韓國媒體股飆升。韓國內容製作商Showbox漲幅高達26%,爲11月23日以來最大,其競爭對手Studio Santa Claus Entertainment漲幅高達23%。奈飛計劃在未來4年的投資大約是其2016年至2021年在韓國投資的兩倍。

韓國流行娛樂文化在全球的吸引力,使得娛樂類股票受到期望熱門劇集再現的散戶投資者的青睞。上個月,韓劇《黑暗榮耀》連續兩週成爲奈飛上收視率最高的劇集,在從印度到阿根廷等90多個國家的排行榜上排名接近榜首。其他熱門作品還包括反烏託邦電視劇《魷魚遊戲》,以及獲得四項奧斯卡獎的熱門電影《寄生蟲》。

與奈飛相關的其他主要漲幅股中,Astory Co.漲幅高達15%,而廣播服務提供商CJ ENM Co.上漲3.6%。媒體內容提供商ContentreeJoongAng Corp.上漲8%,工作室運營商Studio Dragon Corp.上漲9.2%。

這些舉動讓人想起2021年對《魷魚遊戲》的狂熱,當時在投資者的樂觀情緒和華特迪士尼公司(DIS.US)和蘋果公司(AAPL.US)等企業的興趣下,數十家內容製造商的股價飆升。

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