上周国际市场风云变幻，美国司法部调查美联储主席鲍威尔引发争议，贵金属市场迎来巨震。 市场方面，美股全线回落，道指周跌0.29%，纳指周跌0.66%，标普500指数周跌0.38%。欧洲三大股指 分化，英国富时100指数周涨1.09%，德国DAX 30指数周涨0.14%，法国CAC 40指数周跌1.23%。 本周看点颇多，美国核心个人消费支出（PCE）或影响美联储降息走向。日本央行料维持政策不变，众 议院解散且提前大选的相关消息公布后，政策指引将成市场焦点。欧美经济体相关数据将考验各国经济 现状。美股财报季进入第二周，奈飞、英特尔业绩料成为焦点。 欧美经济体公布1月PMI，日本央行是否释放进一步降息信号。 美股财报季进入第二周，除了金融股以外，明星科技股开始亮相，奈飞、英特尔等业绩受到关注。此 外，强生、雅培、美国铝业、哈里伯顿等各行业龙头企业成绩单也会披露"成绩单"。 原油与黄金 尽管市场对于美国即将对伊朗采取军事行动的担忧有所缓解，但供应端风险仍是市场关注的核心，国际 油价连续第四周上涨。WTI原油周涨0.54%，报59.44美元/桶，布伦特原油近月合约周涨1.25%，报64.13 美元/桶。 下周，一年一度 ...

Core Viewpoint - Netflix has established itself as a dominant player in the streaming industry, significantly disrupting the cable TV market and providing substantial returns to investors over the past decade [1][2]. Financial Performance - Over the last ten years, Netflix's stock has increased by 721%, turning a hypothetical $100 investment into $821 [2]. - Analysts project Netflix will report $45.1 billion in revenue and $13.3 billion in operating income in 2025, representing increases of 16% and 28% respectively compared to the previous year [3]. Current Market Position - As of the latest data, Netflix's stock price is $88.01, with a market capitalization of $402 billion [4]. - The stock has a price-to-earnings ratio of 37.3, which is considered high, suggesting that current valuation may not be an attractive entry point for new investors [7]. Business Strategy - Netflix continues to innovate by successfully venturing into advertising and live events, alongside its established strength in curating popular content [6].

欧洲多家大型影院营运商警告欧盟反垄断监管机构，若华纳兄弟探索遭奈飞或派拉蒙天舞收购，将对影 院行业构成重大打击，并指有关收购方案或会削弱大片在流平台上线前、影院独家上映安排。奈飞联席 行政总裁Ted Sarandos表示，若成功收购，将确保华纳电影至少有45日影院上映期，称希望同时赢得开 画周末及票房。代表欧洲多间大型戏院的行业组织成员包括Odeon母公司AMC Entertainment、 Cineworld Group等。 ...

Get ahead of the market by subscribing to Seeking Alpha's Wall Street Week Ahead, a preview of key events scheduled for the coming week. The newsletter keeps you informed of the biggest stories set to make headlines, including upcoming IPOs, investor days, earnings reports, and conference presentations. Wall Street on Friday searched for direction, with losses in materials and utilities stocks offset by gains in some chipmakers and the industrial sector. Chipmakers extended their gains from the previous ses ...

Core Viewpoint - Netflix is expected to report strong year-over-year growth in revenue and profitability for Q4 2025, with Wall Street anticipating revenue of approximately $11.97 billion and earnings per share of around $0.55, indicating significant improvement from the previous year [1][2]. Subscriber Trends - Subscriber growth trends are mixed, with slower growth in the U.S. being offset by stronger international additions. Advertising revenue is also increasing but is still in the early stages of expansion [2]. Market Volatility - The stock has experienced volatility due to uncertainties surrounding Netflix's proposed acquisition of Warner Bros, with deal pricing, financing structure, and regulatory approvals being key concerns that overshadow the company's operational performance [3]. Stock Performance - As of the latest update, NFLX stock is trading at $88, having increased by about 2.5% over the past year [4]. Price Predictions - In a bullish scenario, if Netflix exceeds revenue and earnings expectations and provides clearer insights on the Warner Bros. deal, the stock could rebound sharply, potentially trading above $100, with estimates reaching up to $115 [6]. - In a base-case scenario, if results meet expectations without significant new clarity on the Warner Bros. acquisition, the stock is expected to see a modest upside, trading in the range of $90 to $97 [7]. - A cautious outcome, where Netflix misses earnings expectations or signals increased uncertainty regarding the Warner Bros. transaction, could lead to a sell-off, with stock prices retreating to a range of $75 to $82 [8]. - Overall, the most likely near-term trading range for Netflix stock post-earnings is projected to be between $90 and $102, assuming a modest earnings beat but no significant progress on the Warner Bros. acquisition [10].

Netflix, Inc. (NASDAQ:NFLX) is among the stocks with the best earnings growth for the next 5 years. According to TheFly, Wedbush trimmed the price target on Netflix, Inc. (NASDAQ:NFLX) to $115 from $140 and maintained an ‘Outperform’ rating on January 15. The firm highlights the stock’s decline since the company reported disappointing Q3 results and Q4 guidance, with sentiment further weighed down by concerns related to the pending Warner Bros. Discovery (WBD) acquisition. This follows many quarters of str ...

智通财经获悉，根据白宫官方最新披露数据，美国总统唐纳德·特朗普从11月中旬到12月底购买了价值 约1亿美元的市政和公司债券，其中包括购买了美国两大影视圈超级巨头——奈飞(NFLX.US)以及华纳 兄弟探索公司(WBD.US)所发行的公司债券资产，累计金额高达200万美元。 特朗普大举购买它们的债券资产之际，正值这两家好莱坞影视巨头刚刚宣布一项雄心勃勃的流媒体合并 计划后不久，并且特朗普领导下的美国政府正在这场"好莱坞世纪大并购"中扮演关键角色，因此特朗普 此举无疑引发一些华尔街机构投资者质疑情绪，他们认为特朗普最新的债券市场操作涉及某种程度上的 内幕交易以及特朗普本人与这两大影视巨头之间的重大利益冲突。 特朗普在其投资披露中显示，他购买了包括奈飞和华纳公司债券在内的资产，而这些债券的购买时间紧 紧跟随在并购消息宣布之后。这种时间点上的重合引发了一些华尔街机构投资者对潜在"利益冲突"的质 疑，即政府首脑在参与相关政策制定或审查的同时，个人资产也直接持有这类公司的证券资产。 此外，有报道指出 特朗普的女婿贾里德·库什纳(Jared Kushner)在派拉蒙对华纳兄弟的竞购中扮演融资角 色，让批评者们认为总统家庭利 ...

Core Viewpoint - The competition between Netflix and Walt Disney in the streaming industry highlights contrasting growth trajectories, with Netflix's shares increasing by 732% over the past decade, while Disney's stock trades 44% below its peak [1]. Group 1: Valuation and Investment Potential - Disney's shares have a forward price-to-earnings (P/E) ratio of 17.2, significantly lower than Netflix's 27.3, suggesting that Disney may offer better investment returns over the next five years [2]. - The low valuation of Disney, combined with its potential for streaming growth, positions it as an attractive investment opportunity [2]. Group 2: Direct-to-Consumer Streaming Growth - Disney's direct-to-consumer (DTC) streaming profits saw an almost tenfold increase in operating income for fiscal 2025 compared to fiscal 2024, indicating strong growth potential in this segment [3]. - Expectations for continued growth in DTC earnings in the current fiscal year further enhance Disney's investment appeal [3]. Group 3: Market Dynamics and Future Considerations - Valuation expansion and gains in DTC earnings are identified as significant tailwinds that could drive Disney's stock to new heights [4]. - Netflix's stock has declined from its all-time high, and if its forward P/E ratio approaches 20, it may prompt a reevaluation of investment opportunities between Netflix and Disney [6].

智通财经APP获悉，根据白宫官方最新披露数据，美国总统唐纳德·特朗普从11月中旬到12月底购买了 价值约1亿美元的市政和公司债券，其中包括购买了美国两大影视圈超级巨头——奈飞(NFLX.US)以及 华纳兄弟探索公司(WBD.US)所发行的公司债券资产，累计金额高达200万美元。 特朗普大举购买它们的债券资产之际，正值这两家好莱坞影视巨头刚刚宣布一项雄心勃勃的流媒体合并 计划后不久，并且特朗普领导下的美国政府正在这场"好莱坞世纪大并购"中扮演关键角色，因此特朗普 此举无疑引发一些华尔街机构投资者质疑情绪，他们认为特朗普最新的债券市场操作涉及某种程度上的 内幕交易以及特朗普本人与这两大影视巨头之间的重大利益冲突。 关于利益冲突的质疑 这场奈飞试图收购华纳兄弟探索(Warner Bros Discovery)这一耗资近千亿美元级的好莱坞世纪并购案 中，特朗普政府可谓扮演了一个非同寻常的角色——比以往通常的监管者更具参与性。特朗普公开表示 他将亲自介入审查奈飞收购华纳兄弟的计划，并关注该交易可能带来的市场支配问题，包括可能的反垄 断担忧。有报道直接提到，这次并购案的监管过程将在特朗普任下进行，而他也表态会参与这一过程 ...

Market Performance - Major equity indexes have climbed to start the new year following robust performance in 2025, despite a slight dip this week and increased volatility measures [1][8] - The S&P 500 fell slightly on the week but remained close to record-high levels, with expectations for a strong corporate earnings season to support the market [2][8] Corporate Earnings - Companies that can meet or exceed expectations and raise guidance for 2026 are likely to be rewarded, providing a much-needed tailwind for markets [2][8] - S&P 500 companies are expected to increase earnings by more than 15% in 2026, indicating strong growth potential [9] Banking Sector - Shares of major banks, including JPMorgan and Wells Fargo, pulled back following their results, influenced by President Trump's proposed 10% cap on credit card interest rates [2][9] - The banking sector is facing pressure from unexpected policy changes, which could impact future performance [2] Geopolitical and Domestic Developments - Trump's aggressive international stance, particularly regarding Iran, has kept investors on edge, although major stock indexes have largely remained unaffected by geopolitical news [5][9] - Domestic political issues, including Trump's criticism of the Federal Reserve and proposed tariffs, are contributing to market uncertainty [6][7][9] Federal Reserve Independence - Investors are closely watching the U.S. Supreme Court's decision on the legality of Trump's global tariffs and the potential implications for asset price volatility [7][9] - Concerns about the independence of the Federal Reserve have intensified following a criminal investigation into Fed Chair Jerome Powell, with implications for inflation and U.S. debt financing [7][8][9]