新华财经北京12月16日电 （胡晨曦）A股三大指数12月16日早间低开，随后全天震荡调整。沪深两市成 交额1.72万亿，较上一个交易日缩量493亿。盘面上，智能驾驶概念逆势拉升，浙江世宝、索菱股份等 涨停；商业百货板块逆市掀涨停潮，永辉超市、欧亚集团、百大集团、中央商场、广百股份、家家悦、 红旗连锁、利群股份涨停；乳业板块走强，皇氏集团涨停，欢乐家涨超9%。下跌方面，影视院线概念 集体大跌，博纳影业2连跌停；贵金属板块走弱，晓程科技跌超8%，西部黄金跌超7%。 截至收盘，沪指报3824.81点，跌幅1.11%，成交7333亿元；深证成指报12914.67点，跌幅1.51%，成交 9909亿元；创业板指报3071.76点，跌幅2.10%，成交4533亿元。 热点板块 中银证券：往后看，A股整体仍处于上行通道之中。首先，政策从"托底"到"提质"的平滑过渡，为市场 创造了稳定的宏观预期环境。随着政策预期趋于稳定，市场动能将从前期主要由政策与资金驱动，逐步 向盈利基本面驱动转换。A股当前正处于"牛市中继"阶段，2026年中长期资金入市等政策性利好依然可 期，而价格中枢回暖、内需复苏以及产业创新带来的盈利增长将有助于市 ...

Dealmakers are heading into the final weeks of 2025 on a $100 billion cliffhanger.Paramount Skydance Corp.’s hostile bid to snatch Warner Bros. Discovery Inc. from under the nose of Netflix Inc. encapsulates the themes that have shaped a banner year for mergers and acquisitions: renewed desire for transformative tie-ups, massive checks from Wall Street, the flow of Middle East money and US President Donald Trump’s role as both disruptor and dealmaker.Global transaction values have risen around 40% to about ...

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Photographer: Kristy Sparow/Getty Images OpenAI is getting access to Disney’s kingdom without cutting a check. The artificial intelligence company’s recent deal to license iconic characters from Walt Disney Co. for its Sora video app is entirely in stock warrants rather than a cash licensing fee, according to people familiar with the matter. OpenAI will offer Disney the option to purchase shares in the high-flying startup beyond its previously announced $1 billion stake. Most Read from Bloomberg The t ...

By Milana Vinn Dec 15 (Reuters) - Goldman Sachs is restructuring its influential technology, media, and telecom (TMT) investment banking group with an eye ​toward infrastructure deals and artificial intelligence, creating two new teams ‌with new leaders, according to the internal memo seen by Reuters. The bank is combining its ‌telecom and "CoreTech" teams to form a new Global Infrastructure Technology sector. The unit will be co-headed by partners Yasmine Coupal and Jason Tofsky. Coupal, a partner sinc ...

收购交易核心信息 - Netflix宣布计划以827亿美元收购华纳兄弟探索公司(WBD) [1] - 该交易在好莱坞引发震动 行业反应普遍负面 引发对就业、影院上映未来以及影视内容多样性表达的担忧 [1] 交易方声明与战略意图 - Netflix联合首席执行官Greg Peters和Ted Sarandos在致员工公开信中安抚担忧 承诺维持WBD电影的影院上映 并称将“没有业务重叠或工作室关闭” [2] - 公司高层表示“交易关乎增长” 旨在“加强好莱坞最具标志性的工作室之一 支持就业 并确保影视制作的健康未来” [2] - 为反驳垄断担忧 公司高层引用尼尔森数据称 合并后的Netflix与WBD所占收视份额将低于YouTube当前水平 也低于Paramount与WBD合并可能产生的份额 [6] 行业竞争与潜在替代方案 - Paramount曾提出1084亿美元的竞争性报价以收购WBD 表明媒体主导权之争远未结束 [7] - 据报道 WBD董事会拒绝了Paramount的收购条款 [7] 监管与行业反对声音 - 美国编剧工会(WGA)成为交易的公开反对者 认为其违反了旨在防止垄断的反垄断法 [2] - 参议员Elizabeth Warren、Bernie Sanders和Richard Blumenthal致信司法部反垄断部门 表达对娱乐业大规模合并潜在影响的担忧 [3] - 参议员们认为 合并后的新媒体巨头将拥有“比现有公司更大的市场力量来提高消费者的电视成本” 并提及Netflix去年1月已上调订阅价格 [4]

“These equity returns are really coming out of AI, and AI spend is not sustainable,” said Charlie Dupree, global chair of investment banking at JPMorgan. “If that pulls back, then you are going to see a broader market that isn’t really advancing.”Top executives at Goldman Sachs, JPMorgan Chase & Co. and Morgan Stanley have all flagged the risk of a correction in the months ahead, in part tied to concerns about an overheated artificial intelligence ecosystem, where huge amounts of investment have juiced tech ...

公司与行业合作 - 华特迪士尼公司与OpenAI宣布达成为期三年的战略授权协议 [1] - 协议首次将迪士尼旗下跨品牌IP系统性引入生成式AI视频平台Sora [1] 对迪士尼的影响 - 依托Sora新型社交与AI创作扩大IP价值、延长其生命周期 [1] - 粉丝UGC二创有望反哺Disney+生态，提升平台活跃度和订阅转化 [1] - IP授权将扭转AI内容生成背景下的被动维权现状，转为主动分享收益纳入商业体系 [1] - 迪士尼也将用AI革新其自身内容生产流程 [1] 对OpenAI的影响 - 在迪士尼的顶级IP资源加持下，Sora和ChatGPT Images的产品竞争力增强 [1] - 用户粘性有望提升 [1] - 此举树立了业内领先的AI+IP合规应用范式，有望吸引其他IP资源公司的合作 [1]

Whether or not Netflix’s $82.6 billion acquisition of Warner Bros. goes through, the deal encapsulates a fraught moment for Hollywood, as the entertainment business is increasingly overshadowed by tech giants.On the latest episode of the Equity podcast, Kirsten Korosec and I discussed the deal’s implications, both for Netflix and the larger Hollywood ecosystem. Kirsten noted that it’s just the latest move bringing more consolidation to the media business, and she wondered whether it’s “too big a risk” for ...

Disney's latest cease-and-desist letter claims that Google's copyright violations have been wide-reaching and that their damage has been compounded by Gemini branding on the resulting content. It gets specific, citing particular characters and content that Disney's legal representatives have earmarked as flagrant examples (summarized below).The timing is both convenient and likely necessary if Disney and OpenAI want to keep Disney's intellectual property (IP) only available for AI work on Sora. This deal br ...