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上海迪士尼扩建“翱翔·飞越地平线”,游客承载量扩充约50%
第一财经· 2025-09-23 02:25
"翱翔·飞越地平线"基于原创故事情节打造环世界飞行之旅体验,扩建后的"翱翔·飞越地平线"的游客承载量将在现有基础上扩充约50%,扩建后的景点还 将升级,包括这段翱翔之旅的终点将抵达上海迪士尼度假区。"翱翔·飞越地平线"位于上海迪士尼乐园的探险岛,自2016年全球首发以来已接待数百万游 客。该景点的扩容是上海迪士尼度假区持续发展与扩建的又一例证。(第一财经记者 乐琰) 上海迪士尼度假区9月23日宣布将扩建乐园标志性的主题景点——"翱翔·飞越地平线",大幅度增加这一乐园热门景点的每日承载量。在扩建期间,"翱翔· 飞越地平线"将继续对游客开放。 ...
Jimmy Kimmel supporters who pushed for Disney boycott take victory lap over his return to ABC
MarketWatch· 2025-09-23 00:59
Proponents of a boycott of the Walt Disney Co. over its decision to pull Jimmy Kimmel's show last week after pressure from the White House took a victory lap on Monday after the company decided to return the late-night host to the air. ...
Sinclair says it won't air Jimmy Kimmel on its stations after Disney announced his return
Business Insider· 2025-09-22 23:25
Sinclair, which owns ABC affiliate stations, said it will not air Jimmy Kimmel's show after Disney announced on Monday that it would return Tuesday night. "Beginning Tuesday night, Sinclair will be preempting 'Jimmy Kimmel Live!' across our ABC affiliate stations and replacing it with news programming. Discussions with ABC are ongoing as we evaluate the show's potential return," the company said in a statement posted to X Monday.This story is breaking. Check back for updates. ...
AI颠覆文娱?互联网大平台率先受益,“体验式”、“体育”资产价值凸显
智通财经网· 2025-09-22 22:58
生成式AI加速渗透娱乐传媒行业 - 生成式AI正在快速改变娱乐传媒行业 成为现实而非未来概念 [1] - Netflix、Spotify、Meta和谷歌等大型科技媒体公司通过AI驱动的个性化推荐、内容成本优化和广告变现效率提升 展现出明确的中期增长前景 [1] - AI在内容创作领域应用日益深化 从OpenAI支持的AI动画电影到Netflix利用AI技术降低视效成本 预示着生产效率革命 [1] 内容创作成本与效率变革 - AI正从根本上改变内容创作的成本结构和生产模式 主要体现在创新和提效两个层面 [5] - 大型媒体公司有望将整体节目制作费用降低约10% 其中原创剧本内容的制作成本(通常占总开支一半)有望实现10-30%的效率提升 [5] - AMC Networks与AI公司Runway合作实现"增量生产节省" Netflix利用AI技术为阿根廷剧集《El Eternaut》制作特效 将高成本效果应用于小成本剧集 [5] - OpenAI支持的首部AI制作动画长片《Critterz》目标预算不足3000万美元 制作周期仅为9个月 远低于传统动画电影上亿美元预算和数年制作时间 [7] - 亚马逊的Alexa基金投资Showrunner平台 用户可通过文本提示生成动画剧集 [7] - 音乐制作成本持续大幅下降 AI工具如ElevenLabs的Eleven Music可直接从文本生成包含人声和乐器的完整歌曲 [7] - Spotify平台曲目数量远超1亿首 Deezer报告显示每日新曲目中近30%完全由AI生成 其中70%播放行为被判定为骗取版税的欺诈行为 [7] 体验式与体育资产价值凸显 - 在AI导致数字内容极大丰富的时代 无法被轻易复制和生成的资产愈发珍贵 [9] - 当AI为消费者提供定制化个人数字体验时 人们对真实世界中共享、鲜活的公共体验需求将会增加 [10] - 拥有主题公园和度假村的迪士尼以及全球最大现场音乐娱乐公司Live Nation等体验式资产公司将受益 [4][10] - 全球性顶级体育赛事IP因其稀缺性、直播性和不可预测性 在"注意力经济"中的价值将进一步提升 [10] - 技术进步打破体育内容地域限制 为一级方程式赛车集团和拥有UFC的TKO Group Holdings等全球体育资产持有者创造有利条件 [10] 版权保护与劳资关系挑战 - 版权纠纷和劳资关系紧张成为AI在娱乐行业广泛应用前必须解决的关键难题 [11] - 传统媒体公司首要任务是保护知识产权 华纳兄弟、迪士尼和环球影业已对AI公司Midjourney提起诉讼 指控未经授权使用经典IP角色训练AI模型 [11] - AI公司Anthropic与图书出版商达成1.5亿美元和解案 为行业敲响法律风险警钟 [11] - Netflix发布首份《AI使用指南》 要求合作方在使用AI时必须申报 并进行严格的法律和道德审查 [11] - AI在2023年好莱坞大罢工中已是核心议题 随着2026年新一轮劳资合同谈判临近 AI对编剧、演员等创意岗位的影响和权益保障将成为各方博弈焦点 [11]
AI颠覆文娱?大摩:互联网大平台率先受益,“体验式”、“体育”资产价值凸显
美股IPO· 2025-09-22 22:31
大摩表示,大型媒体公司利用AI优化内容推荐、降低制作成本和提升广告效率,预计可将节目制作费用降低约10%。在此背景下,无法被AI复制的体验 式资产,如主题公园和现场娱乐,以及稀缺的顶级体育赛事版权,其价值将进一步凸显。 据追风交易台消息,根据摩根士丹利最新发布的研究报告,Netflix、Spotify、Meta和谷歌等大型科技和媒体公司,正通过AI驱动的个性化推荐、内容成 本优化和广告变现效率提升,在中期内展现出明确的增长前景。AI在内容创作领域的应用也日益深化,从OpenAI支持的AI动画电影《Critterz》到 Netflix利用AI技术降低视效成本,都预示着生产效率的革命。 因此,独特的、不可复制的共享体验价值将不降反升。报告认为,拥有主题公园、现场娱乐等"体验式"资产的公司(如迪士尼DIS、Live Nation LYV) 以及拥有顶级赛事版权的"体育"资产(如F1所有者FWONK、UFC母公司TKO)将更具吸引力。 生成式AI对娱乐传媒行业的渗透正在加速,这并非遥远的未来,而是正在发生的现实。 然而,机遇与风险并存。传统影视公司和音乐厂牌面临双重任务:首先必须捍卫其知识产权(IP)价值,应对AI带 ...
Jimmy Kimmel Live returns to ABC Tuesday after week-long suspension over Charlie Kirk comments
The Economic Times· 2025-09-22 20:23
The Walt Disney Company, ABC's parent company, issued a statement explaining the decision to restore Jimmy Kimmel's late-night program following internal discussions."Last Wednesday, we made the decision to suspend production on the show to avoid further inflaming a tense situation at an emotional moment for our country," the Walt Disney Company said in a statement.Also read: "It is a decision we made because we felt some of the comments were ill-timed and thus insensitive," the statement said. "We have sp ...
Jimmy Kimmel show returning after ABC pulled it in response to blowback from White House
MarketWatch· 2025-09-22 20:15
Late-night host Jimmy Kimmel's show will return to the air on Tuesday, a week after it had been pulled by ABC following regulatory threats from the White House over comments the comedian had made abou... ...
'Jimmy Kimmel Live' to Come Back on ABC Tuesday Night
Youtube· 2025-09-22 20:12
Chris Disney says, you know, they took this show off the air because they thought things were getting a little too heated. And I thought Kimmel's comments were maybe ill timed and insensitive. What did they think.Tuesday is the right time to bring him back. Well, there's just a sort of a cooling off period. This is actually what some of the station owners had asked for.There were a lot of people calling in to local stations, whether it's Salt Lake City or wherever, saying that his remarks were insensitive. ...
Disney says 'Jimmy Kimmel Live' will return to ABC on Tuesday.
Youtube· 2025-09-22 20:07
news. Julia Borston with that for us. Julia, big news here is that Jimmy Kimmel is returning to his show Dish Disney issuing in a statement saying, quote, "Last Wednesday, we made the decision to suspend production on the show to avoid further inflaming a tense situation at an emotional moment for our country, saying it is a decision we made because we felt some of the comments were illtimed and thus insensitive. We have spent the last days having thoughtful conversations with Jimmy and after those conversa ...
‘Jimmy Kimmel Live!' Will Return Tuesday Following Charlie Kirk Controversy
Forbes· 2025-09-22 19:55
ToplineThe Walt Disney Company—following major criticism from an ex-CEO and an ex-U.S. president—announced Monday late-night show host Jimmy Kimmel would return to ABC on Tuesday, a week after he was suspended for a monologue that criticized Republicans and Donald Trump after the murder of conservative leader Charlie KirkKimmel's show will return Tuesday. (Photo by Randy Holmes/Disney via Getty Images)Disney via Getty Images ...