Netflix Inc. is working on revised terms for its Warner Bros. Discovery Inc. acquisition and has discussed making an all-cash offer for the company’s studios and streaming businesses, people familiar with the discussions said.The changes are designed to expedite a sale that will take months to close and has faced opposition both from politicians and rival bidder Paramount Skydance Corp. Institutional investors have been divided in their support.Under the original agreement, Warner Bros. shareholders were t ...

根据双方最初达成的协议，华纳兄弟股东每股将获得23.25美元现金及4.50美元的奈飞普通股并设有保护 条款：若奈飞股价跌破97.91美元，将启动调整机制。自去年10月奈飞正式发起收购以来，其股价已累 计下跌约四分之一。 智通财经APP获悉，据知情人士透露，奈飞(NFLX.US)正着手调整收购华纳兄弟探索公司(WBD.US)的 交易条款，探讨以全现金方式收购该公司旗下的影视工作室及流媒体业务。 此次条款调整，意在加速推进这桩原本需耗时数月才能完成的交易。该收购案不仅遭到部分政界人士反 对，还面临竞购对手派拉蒙(PSKY.US)的阻击，就连机构投资者也对这宗交易的态度呈现明显分歧。 派拉蒙首席执行官大卫・埃里森及其父亲——甲骨文(ORCL.US)联合创始人拉里・埃里森，不仅发起针 对华纳兄弟股票的要约收购、为404亿美元的交易资金提供个人担保，还以获取奈飞交易估值细节为 由，将华纳兄弟诉至法庭。 此外，派拉蒙方面还计划提名董事进入华纳兄弟董事会，以此阻挠这宗收购交易落地。 为推进此次收购，奈飞已从华尔街多家银行筹得590亿美元融资，这也是史上规模最大的过桥贷款之 一。目前，奈飞已通过发行长期债券，为其中约250亿 ...

格隆汇1月14日｜据彭博，奈飞拟就收购华纳兄弟探索频道交易修改条款，并已讨论过以全现金方式进 行收购，以加快交易流程。根据最初的协议，华纳兄弟的股东每股将获得23.25美元现金和价值4.5美元 的奈飞普通股。 ...

一、宏观经济与市场分析 国务院新闻办公室将于2026年1月14日（星期三）上午10时举行新闻发布会，海关总署副署长王军将介 绍2025年全年进出口情况，并答记者问，这一数据对评估中国经济外需表现及相关行业景气度具有重要 参考意义。 二、板块热点与轮动 美国放宽对英伟达H200芯片出口中国的管制，当地时间1月13日，美国联邦公报显示相关监管规定已调 整，此前美国总统特朗普通过社交媒体表示允许对华出售该人工智能芯片，销售将由美国商务部负责审 批和安全审查并收取费用，这一政策松动有望对国内半导体产业链及AI相关板块产生积极影响。 三、外围市场与关联资产 同时，纳斯达克中国金龙指数收跌1.84%，老虎证券跌7.75%，小赢科技跌4.69%，迅雷跌5.13%，高途 跌5.17%，复朗集团跌5.00%，中概股表现或对A股情绪形成一定压制。 四、大宗商品市场动态 国内商品期货方面，甲醇连续主力合约日内涨2%，现报2308.00元；燃料油连续主力合约日内涨5%，现 报2560.00元；白银连续主力合约日内涨6%，现报22336.00元；锡连续主力合约日内涨4%，现报 398380.00元，能源及基本金属板块波动显著。 国际贵 ...

Group 1: Photovoltaic Industry - The export tax rebate for photovoltaic products will be fully canceled starting April 1, 2026, increasing export costs for companies [2] - The export tax rebate for photovoltaic silicon wafers, batteries, and modules was previously reduced from 13% to 9% in December 2024, indicating a trend of declining export tax rates [2] - The Chinese photovoltaic industry has seen a decrease in export prices since 2024, leading to a "volume increase, price decrease" situation, with some companies passing on rebate amounts to foreign buyers, resulting in profit loss [2][3] - The cancellation of export tax rebates aims to promote rational competition in the photovoltaic industry and curb excessive price declines [3] Group 2: Elderly Care Robotics - Eight departments, including the Ministry of Civil Affairs, have issued measures to encourage the development of the elderly care robotics industry, promoting technological integration across various sectors [4] - The initiative aims to provide comprehensive intelligent support for the elderly, leveraging technologies such as embodied intelligence and new materials [4][5] - The market for elderly care technology products and services is expected to expand rapidly, although current technology maturity remains insufficient [5] Group 3: Real Estate Market in Tianjin - Tianjin will tighten control over new housing prices, limiting price changes to within 10% of the registered price for new sales permits [6] - The city has previously implemented price control measures to stabilize housing prices, with over 20 cities having introduced similar "price drop limits" [6][7] - The new management approach aims to control both price increases and decreases, although enforcing price decreases may face challenges [6] Group 4: AI and Technology Collaborations - Google and Apple have entered a strategic partnership, with Google's Gemini model being used to support Apple's AI developments, including Siri [8] - Apple is expected to pay approximately $1 billion annually to Google for technology licensing, indicating a significant investment in AI capabilities [8] - Nvidia and Eli Lilly have announced a $1 billion collaboration to establish a research lab focused on AI applications in the pharmaceutical industry, highlighting the growing intersection of AI and healthcare [10][11] Group 5: ByteDance's Stock Options - ByteDance's stock option price has increased from $44 in 2019 to $226.07 in January 2024, representing a rise of over 4 times [14] - The company is reportedly raising its valuation to between $350 billion and $370 billion as it continues to enhance employee compensation and stock option incentives [14][15] - ByteDance's strong financial performance and aggressive AI application strategy position it as a leading player in the tech industry, despite facing increasing policy risks in overseas markets [15]

Squeezed by a falling share price and investor angst over the stock portion of its bid for Warner Bros. Discovery, Netflix is all but certain to make its $27.75-a-share deal for the media conglomerate an-all cash offer, On The Money has learned.It’s unclear if the move – which still has to be approved by the streaming giant’s board – will mollify skittish investors about its bid for WBD, which initially consisted of cash and stock. Up till now, Ted Sarandos-helmed Netflix is said not to be prepared to up it ...

Streaming giant Netflix Inc (NASDAQ:NFLX) could be in line for a strong fourth-quarter earnings report with analysts gearing up for strong financials thanks to live sports and advertising growth. Two members of Congress may have sold the stock too early. • Netflix stock is showing downward bias. Where are NFLX shares going?Congressmen Sell Netflix Stock In DecemberTwo members of Congress sold Netflix shares in December, according to the Benzinga Government Trades page.Rep. Gil Cisneros (D-Calif.) reported s ...

Today, Jan. 13, 2026, analysts clash over Netflix's content spend, merger ambitions, and what really matters ahead of earnings.NASDAQ : NFLXNetflixToday's Change( 0.93 %) $ 0.83Current Price$ 90.25Key Data PointsMarket Cap$409BDay's Range$ 89.09 - $ 91.1552wk Range$ 82.11 - $ 134.12Volume2.1MAvg Vol44MGross Margin48.02 %Netflix (NFLX +0.93%), a subscription-based streaming service for movies and TV shows, closed Tuesday’s session at $90.32, up 1.02%. Netflix IPO'd in 2002 and has grown 75,393% since going p ...

Netflix looks like it's not willing to leave anything up to chance in its bid for Warner Bros. Discovery. ...

Netflix has discussed revising its cash-and-stock deal for the Warner Bros. studios and streaming assets to all cash, according to a Bloomberg report. The shift would come as Paramount continues to tout its hostile $30-a-share all-cash offer for Warner Bros. Discovery as superior to the deal the David Zaslav-led company inked with the giant streamer. Netflix is offering $27.75 for the Warner Bros. business alone, or $23.25 in cash and $4.50 in Netflix shares. Paramount has argued repeatedly that cash is ki ...