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传对冲基金Standard General正洽购华纳兄弟探索(WBD.US)旗下电视资产 CNN成交易“分水岭”?
智通财经网· 2025-12-18 11:09
智通财经APP获悉,据媒体援引知情人士消息报道,对冲基金Standard General一直在就收购或投资华纳 兄弟探索(WBD.US)旗下电视资产的可能性进行谈判。报道称,至少有一位华纳兄弟探索的主要股东已 接触Standard General创始人Soo Kim,提议其收购华纳兄弟探索的全部或部分电视资产,包括CNN。 值得一提的是,美国总统特朗普曾多次批评CNN节目,并在上周声称,任何收购华纳兄弟探索的交易 都必须包含其旗下CNN有线新闻网的出售。特朗普表示,"必须保证CNN包含在交易中或被单独出 售",并指责该新闻网由"一群极不诚实的人"运营。而近日有报道称,派拉蒙天舞的首席执行官大卫·埃 里森已向特朗普政府官员保证,若其成功收购华纳兄弟探索,将对CNN进行彻底改革。 特朗普此前宣布,他"将参与"是否批准奈飞收购华纳兄弟探索的决定。知情人士透露,特朗普私下不仅 对派拉蒙天舞的收购方案给予了积极评价,还表示CNN应该由对共和党更友好的人来运营。 有分析指出,派拉蒙天舞的要约旨在收购华纳兄弟探索全部资产(包括CNN等电视资产)。该公司拥有 CBS等传统电视网络,对有线新闻业务的运营经验更丰富,与广告商的关 ...
美股科技股大跌,美联储最新发声
Qi Huo Ri Bao· 2025-12-18 10:16
AI相关个股普遍走低,英伟达下跌3.8%,博通下跌4.5%,AMD下跌5.3%,甲骨文下跌5.4%,特斯拉下 跌4.6%。 期货日报网讯(记者 肖佳煊)当地时间12月17日,美股三大指数收跌,截至当日收盘,道指跌228.29 点,跌幅为0.47%,报47885.97点;纳指跌418.14点,跌幅为1.81%,报22693.32点;标普500指数跌 78.83点,跌幅为1.16%,报6721.43点。 科技股领跌。阿斯麦、甲骨文、超威半导体跌超5%,特斯拉、博通跌超4%,英伟达、台积电、英特 尔、谷歌-A跌超3%,高通跌超2%,Meta、苹果跌超1%,亚马逊、波音、微软小幅下跌;奈飞小幅上 涨。 热门中概股多数下跌,纳斯达克中国金龙指数收跌0.73%。虎牙、拼多多、蔚来、理想汽车跌超3%,爱 奇艺、老虎证券、小鹏汽车跌超2%,富途控股、阿里巴巴、网易、金山云跌超1%;百度、新东方小幅 上涨,携程涨超1%。 此前,美联储理事克里斯托弗·沃勒周三表示支持进一步降息,让利率回到中性水平,同时也表示决策 者无需操之过急。沃勒表示,在通胀持续放缓至2026年的情景下,当前货币政策利率水平较中性利率高 出多达100个基点。 ...
'NO CHANCE' Netflix's merge with Warner Bros survives this, critic argues
Youtube· 2025-12-18 07:00
Core Viewpoint - Netflix is positioning itself as a competitive buyer against Warner Brothers Discovery (WBD) and is attempting to counter claims of monopolistic dominance in the streaming market [1][2]. Group 1: Netflix and Warner Brothers Discovery - A potential merger between Netflix and Warner Brothers would result in a combined TV viewing share of 9.2% in the US, with HBO and HBO Max contributing 1.2% of that share, which would still not surpass YouTube and Disney [1]. - WBD has recommended its shareholders reject Paramount Sky Dance's all-cash bid of $77.9 billion at $30 per share, indicating confidence in its current strategy [2]. Group 2: Streaming Market Dynamics - Netflix and HBO together account for over 50% of all monthly streaming subscribers globally, and their combined revenue and content budget exceed that of all other competitors [4]. - The only segment of the entertainment industry that is experiencing growth is streaming, highlighting its increasing importance [10]. Group 3: Regulatory Challenges - There is skepticism regarding the survival of a Netflix-WBD merger under regulatory scrutiny, with expectations that various regulatory bodies will block the deal [6][25]. - The political landscape, including potential involvement from figures like Donald Trump, may further complicate the merger's prospects [26][27]. Group 4: Competitive Landscape - Paramount's bid is seen as potentially viable due to its higher offer of $108 billion compared to WBD's valuation, despite WBD's rejection based on doubts about the bid's fulfillment [8][11]. - The competitive dynamics in Hollywood are shifting, with talent expressing concerns about Netflix's influence and the implications of a merger that would consolidate power in the streaming market [20][21].
华纳兄弟探索拒绝派拉蒙天舞千亿美元收购
Group 1 - Warner Bros. Discovery has received a cash acquisition offer from Paramount Skydance at a price of $30 per share, totaling up to $108.4 billion [1] - Netflix previously proposed an acquisition at $27.75 per share, with a total value of approximately $82.7 billion, contingent on Warner Bros. Discovery divesting its cable assets [1] - Paramount Skydance has shown increased interest in acquiring Warner Bros. Discovery, raising its offer after Netflix's announcement [1] Group 2 - Since its listing in 2022, Warner Bros. Discovery has maintained annual revenues between $30 billion and $40 billion, while continuing to incur losses [2] - The company's debt-to-asset ratio exceeds 60%, which is higher compared to other major U.S. media companies like Disney and Comcast [2] - Warner Bros. Discovery's cable television-related businesses are perceived as declining by industry experts [2]
华纳兄弟拒绝派拉蒙 1084 亿敌意收购要约,确认拥抱 Netflix
Sou Hu Cai Jing· 2025-12-18 01:44
Core Viewpoint - Warner Bros. Discovery's board rejected Paramount's hostile takeover bid of $108.4 billion, citing insufficient financing assurances and misleading claims made to shareholders [1] Group 1: Rejection of Takeover Bid - The board stated that Paramount's offer of $30 per share was fully backed by Larry Ellison's family, but this guarantee was non-existent [1] - The board emphasized that the offer posed "numerous significant risks" [1] Group 2: Comparison with Netflix Deal - Warner Bros. board considered Paramount's bid inferior compared to its binding agreement with Netflix, which offered $27.75 per share for Warner Bros.' film and TV studios, content library, and HBO Max streaming service [1] - The Netflix deal does not require equity financing and has strong debt commitments [1] Group 3: Regulatory Communication - Netflix is in communication with competition regulators, including the U.S. Department of Justice and the European Union, planning to complete the transaction with Warner Bros. within 12-18 months [1]
How much the bankers are getting paid as Netflix and Paramount fight to buy Warner Bros. Discovery
Yahoo Finance· 2025-12-17 23:49
David Zaslav is pursuing a potential sale of Warner Bros. Discovery.Leon Bennett/GA/The Hollywood Reporter via Getty Images Wall Street banks stand to gain $225 million from Warner Bros. Discovery's sale process. WBD weighed offers and chose Netflix over Paramount. Media and telecom mergers are surging, with investment banks seeing robust deal activity. There's one clear winner in the fight for Warner Bros. Discovery: Wall Street banks. Some big names in finance could clean up. WBD is set to pay ...
WBD Calls Out “Pressure Tactic” – How Paramount's Hardball Legal Letter Backfired On Eve Of Final Bids
Deadline· 2025-12-17 23:42
Core Viewpoint - The media giant Warner Bros. Discovery (WBD) is defending its decision to select Netflix over Paramount in a recent auction, amidst a hostile takeover attempt from Paramount valued at $108 billion, while Netflix's offer was $82.7 billion [1][4]. Group 1: Auction Process and Decisions - WBD's board urged shareholders to reject Paramount's hostile bid, providing context for choosing Netflix's offer, which they deemed superior [4][15]. - Paramount's bid included an all-cash offer of $30 per share, which WBD disputes as not superior to Netflix's offer [12][16]. - The auction process involved multiple bids from Paramount, with WBD asserting that Paramount's proposals were not adequately addressed during discussions [17][20]. Group 2: Legal and Communication Issues - A letter from Paramount's lawyers accused WBD of management conflicts and bias, which WBD countered by stating that the letter was a pressure tactic [3][5]. - WBD highlighted that the legal letter from Paramount's attorneys contained no actionable proposals and relied on inaccurate media reports [10][11]. - Communication between WBD and Paramount was characterized by a lack of constructive engagement, with WBD noting that Paramount's legal advisors acknowledged the December 3 letter was a mistake [6][7]. Group 3: Executive Compensation and Implications - WBD's CEO David Zaslav stands to gain significantly from the merger, with potential payouts exceeding $500 million if Paramount's offer succeeds [22][23]. - The compensation package for Zaslav includes a cash severance of $30 million, equity worth nearly $538 million, and additional benefits [23]. - The ongoing negotiations and potential merger agreements are expected to include details on executive payouts, which could impact shareholder perceptions [24].
Fed increasingly divided on rate cuts in 2026, plus Big Banks' lofty forecasts for the coming year
Youtube· 2025-12-17 22:30
Hello and welcome to Market Domination. I'm Josh Lipton live from our New York headquarters. There's just an hour to go until the closing bail and stocks falling here as investors weigh what the latest data and Fed speak mean for rate cuts. Let's welcome in now Jared Blickery joining us to break down the headlines. Jared, what are you seeing in the markets? >> Thank you, Josh. Seeing a bit of weakness in tech yet again. This would be three out of four days. But let's check out the Dow first. Down only about ...
Roblox, Disney, Nike and More Stocks For Kids - Netflix (NASDAQ:NFLX)
Benzinga· 2025-12-17 22:14
This holiday season, consider a gift that doesn’t require batteries or end up in a donation bin by next June. Gifting stock —ownership in a real business — is a “stock-ing stuffer” for kids and teens that can spark a lifelong interest in financial literacy and investing. NFLX stock is moving. See the chart and price action here. The Vehicle: Custodial Brokerage AccountsA custodial account (UTMA/UGMA) is the standard vehicle for purchasing shares on behalf of a minor. An adult (the custodian) manages the acc ...
美加墨世界杯冠军将获5000万美元奖金;原油大涨3%,白银创新高;馆藏画作现身拍卖市场?南京博物院回应;万科抛37亿中票展期方案丨每经早参
Mei Ri Jing Ji Xin Wen· 2025-12-17 22:06
Group 1 - The U.S. stock market experienced a collective decline, with the Dow Jones down 0.47%, Nasdaq down 1.81%, and S&P 500 down 1.16%, driven by significant drops in large tech stocks such as Tesla and Nvidia [4] - International oil prices surged, with U.S. crude oil rising by 2.87% to $56.71 per barrel, and Brent crude oil increasing by 2.9% to $60.63 per barrel [5] - International gold prices increased, with spot gold rising by 0.97% to $4343.7 per ounce, and COMEX gold futures up by 1.02% to $4376.3 per ounce [6] - Silver prices reached a new historical high, with spot silver rising by 4.29% to $66.45 per ounce, and COMEX silver futures up by 5.38% to $66.72 per ounce [7] Group 2 - The Chinese government is actively engaging in diplomatic efforts, with Foreign Minister Wang Yi supporting Venezuela's sovereignty and independence during a phone call with the Venezuelan Foreign Minister [9] - The Chinese Ministry of Foreign Affairs announced plans for further mediation efforts between Cambodia and Thailand to resolve border conflicts [9] - The Chinese Ministry of Defense responded to the Philippines regarding the Spratly Islands incident, asserting China's indisputable sovereignty over the area [10] Group 3 - The Chinese National Health Commission and five other departments issued guidelines to strengthen the construction of specialty departments in grassroots medical institutions, aiming to enhance healthcare services [11] - The Chinese State Administration for Market Regulation indicated that platforms requiring merchants to offer "lowest prices online" may constitute monopolistic behavior [11] - The Chinese Ministry of Education released measures to improve daily exam management in primary and secondary schools, aiming to reduce student burdens and enhance exam quality [11] Group 4 - Beijing's housing authority and other departments conducted joint interviews with major internet platforms, resulting in the removal of over 17,000 pieces of illegal real estate information [12] - Shenzhen introduced new housing support policies for young talents, offering a monthly housing subsidy of 1250 yuan and transitional housing options [13] - A police operation dismantled a group that spread negative information about electric vehicle companies, resulting in the arrest of 12 individuals and the shutdown of over 8,000 accounts [14] Group 5 - Tencent upgraded its AI model development structure, appointing a former OpenAI researcher as Chief AI Scientist to enhance its capabilities in AI infrastructure [19] - CATL launched the world's first humanoid intelligent robot production line for battery assembly, marking a significant advancement in smart manufacturing [21] - Huayi Brothers announced a reduction in shareholding by Alibaba's venture capital arm and Jack Ma, with their combined stake falling below 5% [22]