要点 Omdia 预测，到2027年Netflix全球月活跃用户将突破10亿，而YouTube全球用户规模预计将接近30亿。 这一最新数据由Omdia媒体与娱乐业务负责人Maria Rua Aguete在Series Mania大会上发布，展示了全球平台如 何重塑欧洲的视频消费格局。 在与YouTube法国及南欧区董事总经理Justine Ryst的对话环节中，Aguete指出，Netflix和YouTube已成为法国用 户观看视频服务的首选平台，领先于传统广播电视和付费电视平台。其中，Netflix以18%的占比位居第一， YouTube以12%位列第二。 主题为 "如何将YouTube打造为剧集资产？" 的会议环节强调了YouTube在内容生态中的角色正在不断演变。尽 管YouTube与法国主要广播平台（如France TV、TF1+和 M6+）的受众存在明显重叠，但数据显示，YouTube 仍有相当一部分用户尚未使用这些平台，这使其成为扩大内容触达范围、获取增量受众的重要平台。 这种双重动态使YouTube同时扮演两种角色：既是补充型平台——帮助内容在现有电视观众中扩大触达；也是 通向新观众的入口，吸引 ...

今日上午港股 1. 电力股全线走低，截至发稿， 华电国际(01071)跌5.86%，龙源电力(00916)跌3.62%，华能国际 (00902)跌1.98%，华润电力(00836)跌2.15% 。 消息面上，截至3月27日，港口煤价周环比+26元/吨至 761元/吨，创年内新高。电厂库存方面，六大电厂库存周环比减少39.1万吨至1275.0万吨，较上年同 期减少77.5万吨，日耗增加但采购维持刚需节奏之下电厂库存去化明显。 2 . 首程控股(00697)跌近6% 。消息面上，首程控股发布2025年度业绩，该集团期内取得收入14.37亿 港元，同比增加18.24%；公司拥有人应占溢利3.1亿港元；拟派发末期股息每股0.47港仙。期内资产管 理收入约10.35亿港元，同比上涨约12%，主要得益于西安咸阳国际机场T5航站楼停车场项目(西安咸 阳国际机场项目)等新增项目的高效运营，及北京首都国际机场项目等存量项目的运营提效。产业基 金收入约4.02亿港元，同比上涨约37%。 点击蓝字，关注我们 3 . 美丽田园医疗健康(02373)绩后倒跌逾11%，年内累计跌幅已超30%，截至发稿，跌5.51% 。 消息面 上，美丽 ...

When Jeff Bezos said that one breakthrough technology would shape Amazon’s destiny, even Wall Street’s biggest analysts were caught off guard. Fast forward a year and Amazon’s new CEO Andy Jassy described generative AI as a “once-in-a-lifetime” technology that is already being used across Amazon to reinvent customer experiences. At the 8th Future Investment Initiative conference, Elon Musk predicted that by 2040 there would be at least 10 billion humanoid robots, with each priced between $20,000 and $25,000 ...

David Abrams’ Abrams Capital Management reported an equity portfolio of approximately $5.67 billion in the latest quarter, continuing to reflect an extremely concentrated, high-conviction value investing strategy.The portfolio is highly focused, with nearly all capital allocated across a small number of core positions, consistent with Abrams’ long-standing philosophy of deep fundamental research and long-term capital deployment. The firm targets undervalued businesses with strong asset bases, durable cash f ...

It hasn't been a fun time to be a Microsoft (MSFT 2.44%) shareholder. Shares of the software and cloud computing giant have been hammered, falling nearly 7% last week amid a broader market sell-off. Year to date, the tech stock is down more than 26% as of this writing.For investors looking at the company's recent financial results, this sharp decline might look like a screaming buying opportunity. After all, Microsoft just reported another exceptional quarter of top- and bottom-line growth, driven by its im ...

Alphabet Inc. (NASDAQ:GOOGL) is one of the Good Stocks to Buy Now. On March 25, Reuters reported that Alphabet Inc. (NASDAQ:GOOGL) and Meta lost a case in Los Angeles for neglecting the harmful impacts on young people in designing their social media. ​The verdict found both the companies liable to pay $6 million in damages, with Alphabet to pay $1.8 million and Meta liable for $4.2 million. Although the payable amount for the companies is minimal considering their market capitalization, the report noted t ...

Internet trailblazer Yahoo is exploring technology’s next frontier with Scout, an answer engine powered by artificial intelligence. Scout seems insightful, based on its response to a question posed by The Associated Press about why one of Silicon Valley’s brightest stars faded away a decade ago.“Yahoo’s journey illustrates how a company with an early advantage can disappear without continuous innovation,” Scout explained, while also providing hyperlinks to other websites supporting its thesis.Scout may have ...

Every Magnificent 7 stock is now down double digits from its 52-week high, with the group’s losses accelerating as the war in Iran compounds on the already fraught AI trade.Microsoft has been hit the hardest by the drawdown, falling roughly 32% from its October peak, on track for its worst start to a year in its history. Meta is down about 25%, and Alphabet roughly 15% from its closing high last month. Even the darling of the AI trade, Nvidia, and the high-performing Amazon are negative on the year. A Bloom ...

Stock investors tend to think that lower interest rates translate into higher stock prices. While that is often true, some companies benefit when interest rates hold steady, and yes, many of those are outside the financial sector.This is because comparatively higher rates are often a sign of economic health. Moreover, many companies have attained a level of wealth that allows them to invest as they please, regardless of interest rate levels.In today's environment, the Fed has held off on further interest ra ...

Alphabet Inc. Google rattled global memory stocks after unveiling its TurboQuant AI algorithm, triggering a sharp sell-off amid fears that improved efficiency could dampen demand for memory chips. However, analysts pushed back on the bearish reaction, arguing the technology is more likely to expand AI use cases and ultimately drive higher long-term demand—framing the pullback as a potential "buy the dip" opportunity for investors. TurboQuant Triggers Sharp Sell-Off in Memory Stocks Google introduced Tur ...