Netflix Top 10Netflix I have never seen anything like this. Despite the fact that 28 Years Later is now on Netflix, and a bunch of other licensed films starring big names from The Rock to Liam Neeson have arrived, there just is no stopping this movie and its run in the Top 10 list.That, of course, would be KPop Demon Hunters. I’ve reported for a while now that over three months after release, KPop Demon Hunters refuses to leave the top 3 on Netflix, and now? Believe it or not, it’s back to #1. Even for a mo ...

He sees another 20% upside from here. Joining us this afternoon, Mark Mahaney, Evercore ISS head of internet research. Mark, good to see you again on Netflix.I know you've done some some survey work. Uh you've got some stuff to talk about about sentiment. Does it deserve to have treaded water really since Memorial Day or so.Oh, I uh Well, that's a good take on it. Uh I was looking at the stock that's up 36% year to date and kind of patting myself on the back, but you're right. Uh the stock has uh there was ...

Ming Na Wen, Wyatt Oleff, Ralph Macchio, Ben Wang, Joshua Jackson, Jackie Chan and Sadie Stanley in "Karate Kid Legends."Sony Pictures Entertainment/Columbia PicturesKarate Kid: Legends, starring Ralph Macchio, Jackie Chan and Ben Wang, debuts on Netflix this week. Rated PG-13, Karate Kid: Legends premiered in theaters on May 30 before pivoting to digital streaming on July 8. The official summary for Karate Kid: Legends reads, “When kung fu prodigy Li Fong (Wang) relocates to New York City with his mother ( ...

隆汇) | BUD 自威英博 | | | | --- | --- | --- | | 58.590 4 -0.770 -1.30% | | 收盘价 09/22 15:59 美东 | | 59.130 + 0.540 +0.92% | | 盘前价 09/23 05:10 美东 | | 一 52 24 S = 0 目 0 B | | ● 快捷交易 | | 最高价 59.020 | 开盘价 59.000 | 成交量 307.14万 | | 最低价 58.330 | 昨收价 59.360 | 成交额 1.8亿 | | 平均价 58.630 | 市盈率 16.74 | 总市值 1151.49亿(…) | | 振 幅 1.16% | 市盈率(静) 20.49 | 总股本 19.65亿 | | 换手率 0.33% | 市净率 1.427 | 流通值 552.51亿 | | 52周最高 72.130 | 委 比 60.54% | 流通股 9.43亿 | | 52周最低 45.157 | 量 比 1.14 | 每 手 1股 | | 历史最高 117.167 | 股息TTM 1.049 | | | 历史最低 27.031 | 股 ...

Economist Paul Krugman is warning that President Donald Trump’s newly instituted $100,000 fee for H-1B visa holders threatens to erode the foundations of U.S. economic and technological leadership.Fee Rollout Follows A Familiar PatternIn his newsletter on Monday, Krugman said that the fee rollout by the administration followed a familiar pattern. “First, without warning, the White House announced a drastic policy change that, on its face, looked catastrophic for many workers and businesses,” he said, noting ...

[Music] Welcome to Stocks and Translation, Yahoo Finance's video podcast that cuts through the market mayhem, the noisy numbers, and the hyperbole to give you the information you need to make the right trade for your portfolio. I'm Jared Blickery, your host, and with me is Yahoo Finance's Ali Canal, who's here to keep things simple and understandable and lively. And today we're going to be talking about good old-fashioned stock picking, rulebreaking, and how we can level the investing playing field for the ...

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]

Although Netflix (NFLX) stock has risen 40% in 2025, Wall Street remains bullish on the streaming giant's prospects. Last week, Loop Capital upgraded NFLX stock from "Hold" to “Buy,” raising its price target by $200 to $1,350, implying an upside of 12.5%. The upgrade centers on Netflix's exceptional third-quarter performance as user engagement rose 17%, driven by its robust content portfolio. Loop Capital emphasized that Netflix is on track to achieve a record share of U.S. TV consumption for Q3, a critic ...

核心观点 - 迪士尼在多元化收入来源、估值折扣和运营改善方面展现出更优投资潜力 而Netflix面临估值溢价、利润率压力和业务单一化风险 [1][7][16] 业务表现 - 迪士尼第三财季收入236.5亿美元 每股调整后收益1.61美元超预期 迪士尼+用户达1.28亿 环比新增180万 [3] - Netflix第二季度收入110.8亿美元 同比增长16% 运营利润率达34.1% 但管理层预警2025年下半年利润率将因内容摊销和营销成本上升而下降 [6] - 迪士尼体验板块表现强劲 国内乐园运营收入25亿美元 阿布扎比第七个主题公园标志着近十年首次重大全球扩张 [4] 增长前景 - 迪士尼将2025财年调整后EPS指引从5.75美元上调至5.85美元 同比增长18% 预计直接面向消费者业务运营收入达13亿美元 [5] - Netflix更新全年收入指引至448-452亿美元 但停止报告季度订阅人数引发透明度担忧 [8] - 迪士尼内容管线包括2026年《玩具总动员5》《曼达洛人与格鲁古》2027年《冰雪奇缘3》以及流媒体独家内容漫威《夜魔侠：重生》和《X战警97》第二季 [5] - Netflix2025年末内容储备包括《今际之国的闯关者》第三季《怪奇物语》第五季结局《吉尔莫·德尔·托罗的弗兰肯斯坦》和《利刃出鞘3》2026年推出格蕾塔·葛韦格执导的《纳尼亚》改编作品 [9] 估值比较 - 迪士尼市盈率17.56倍 显著低于历史均值和行业同行 Netflix市盈率达40.25倍 存在估值溢价 [10] - 迪士尼年初至今股价上涨2.2% 仍远低于历史高点 Netflix同期大涨37.7% 但面临估值压缩风险 [14] 战略举措 - ESPN宣布2025年8月以每月30美元推出ESPN Unlimited 并与NFL达成里程碑合作 联盟持有ESPN 10%股份 [4] - 迪士尼2025财年计划资本支出80亿美元支持扩张计划 [5] - Netflix纯流媒体模式面临结构性挑战 严重依赖内容支出来推动用户获取和保留 超出订阅费和广告 initiative外收入多元化机会有限 [9]

合作概况 - Netflix与百威英博签署全球联合营销协议 共同推广流媒体平台最受欢迎内容和啤酒品牌啤酒 [1] 合作内容 - 合作涉及Netflix平台上观看量最高的影视内容 [1] - 合作涵盖百威英博旗下啤酒产品 [1]