在本月早些时候的财报电话会议中，奈飞联合首席执行官特德·萨兰多斯(Ted Sarandos)表示，公司无需 通过交易即可实现目标，但会关注所有潜在机会，且对能提升其服务对用户吸引力的知识产权感兴趣。 管理层明确表示，无意收购有线电视频道，目前主要计划将多余现金用于其他业务举措。 智通财经APP获悉，知情人士消息称，奈飞公司(NFLX.US)正积极探讨竞购华纳兄弟探索公司 (WBD.US)旗下的影视制作及流媒体业务。这家流媒体平台已聘请莫里斯公司(Moelis & Co.)担任财务顾 问，并且已获取评估是否出价所需的财务数据。 此前曾报道，奈飞与康卡斯特公司(Comcast Corp.)均在考虑竞购华纳兄弟的部分业务。康卡斯特高管在 周四的财报电话会议中，就公司的并购策略进行了讨论。 10月21日，华纳兄弟探索公司宣布，在收到多方收购意向后，正评估包括潜在出售公司在内的战略选 项。该公司旗下拥有华纳兄弟影视制作工作室、HBO Max流媒体服务以及一系列有线电视频道。 据报道，由戴维·埃里森(David Ellison)牵头的影视公司派拉蒙天空之舞(Paramount Skydance Corp.)，已 向华纳兄 ...

Market Overview - The three major U.S. stock indices closed down, with Meta experiencing a decline of over 11%, resulting in a market value loss of $214 billion (approximately 1.5 trillion RMB) [2][4][8] - The Dow Jones fell by 0.23% to 47,522.12 points, the S&P 500 dropped by 0.99% to 6,822.34 points, and the Nasdaq decreased by 1.57% to 23,581.14 points [4] Economic Concerns - The U.S. federal government has been in a "shutdown" status for five weeks, with potential economic losses estimated between $7 billion to $14 billion if the situation continues [6] - High-profile warnings from executives, including Goldman Sachs' CEO, indicate that persistent economic stagnation could lead to a "reckoning" due to rising debt levels [7] Company Performance - Meta's stock plummeted by 11.33%, despite achieving its highest revenue growth since Q1 2024, largely due to a one-time expense of $15.93 billion related to Trump's "Great American Plan" [10] - Microsoft shares fell by 2.9% after announcing a $3.1 billion loss from its investment in OpenAI, raising concerns about AI spending [10] Technology Sector Insights - Major tech stocks mostly declined, with Facebook down over 11%, Tesla down over 4%, Amazon down over 3%, and Microsoft down nearly 3% [8] - Alphabet's stock rose due to strong earnings, while Meta and Microsoft faced market pressure following their earnings reports [10] Capital Expenditure Trends - The total capital expenditure for Alphabet, Meta, and Microsoft reached approximately $78 billion, marking an 89% year-over-year increase, with both Alphabet and Meta raising their capital expenditure forecasts for 2025 due to strong AI demand [10] Netflix Stock Split Announcement - Netflix announced a 1-for-10 stock split, effective November 17, aimed at making its stock price more accessible for employee stock options [12][14] - Following the announcement, Netflix's stock rose over 3% in after-hours trading, closing at $1,089 per share, with a year-to-date increase of 42% [12] Commodity Market Update - Copper prices have retreated from record highs, influenced by a stronger dollar and reduced expectations for further Fed easing [16][17] - The London Metal Exchange's benchmark copper price fell by 3.3%, marking the largest drop since October 14, after reaching a new high of $11,200 per ton [17]

据央视新闻10月31日报道，当地时间10月30日，美国参议院以51票赞同、47票反对的结果通过决议，终止美国总统特朗普在全球范围内实施的全面关税政 策。 据悉，美国参议院宣布，已批准终止总统为实施全球关税而宣布的国家紧急状态的联合决议。本周早些时候，参议院已通过两项决议，旨在取消对加拿大 和巴西征收的关税。 据悉，这些决议接下来还须经众议院表决。但此前众议院共和党人已多次阻止推翻关税的立法行动，这些决议预计很难在众议院获得投票表决。即便众议 院最终通过，国会仍需三分之二绝对多数才能推翻总统否决。 当地时间10月30日，纽约州州长凯西·霍楚尔宣布，纽约州进入紧急状态，并拨款6500万美元用于该州紧急食品救济。霍楚尔表示，此举将帮助约300万名 由于联邦政府的"补充营养援助计划"终止而失去食品援助的纽约居民。10月25日，美国农业部在其网站上发布通知称，美国联邦政府的"补充营养援助计 划"将于11月1日停止。随后，来自25个州和哥伦比亚特区的总检察长和州长向波士顿联邦法院提起了诉讼。 当地时间10月30日，由于政府"停摆"持续，第三季度美国实际国内生产总值（GDP）数据被迫推迟公布，这一数据原定于本周公布。目前， ...

Market Performance - On October 30, US stock indices collectively declined, with the Dow Jones Industrial Average falling by 0.23%, the S&P 500 down by 0.99%, and the Nasdaq Composite dropping by 1.57% [1] - Major tech stocks experienced significant losses, with Meta reporting its largest single-day drop in three years [1][3] - The Nasdaq Golden Dragon China Index fell by 1.88%, indicating a broader decline in Chinese concept stocks [1][4] Company-Specific Developments - Meta's third-quarter revenue was $51.242 billion, a 26% year-over-year increase, but net profit plummeted by 83% to $2.709 billion [3] - Tesla's stock dropped by 4.64% amid ongoing challenges with its autonomous taxi service rollout in Arizona and Nevada [3] - Amazon's stock surged over 12% in after-hours trading following a strong third-quarter report, with total revenue of $180.169 billion (up 13%) and net profit of $21.187 billion (up 38%) [3] - Apple's after-hours stock rose over 2% after reporting third-quarter revenue of $102.47 billion (up 7.9%) and net profit of $27.47 billion (up 86.4%), despite a 3.6% decline in revenue from Greater China [3] Chinese Stocks Performance - Chinese concept stocks generally fell, with notable declines including Xiaoma Zhixing down over 6%, and several others like Century Internet and Bilibili down over 5% [4] - New Oriental saw a rise of 3.91%, while other companies like Atour and Yikaitong also experienced gains [4]

Group 1: Market Overview - On October 30, US stock indices collectively declined, with the Dow Jones Industrial Average falling by 0.23%, the S&P 500 down by 0.99%, and the Nasdaq Composite dropping by 1.57% [1] - Major tech stocks experienced significant losses, with Meta reporting its largest single-day drop in three years [2] - The Nasdaq Golden Dragon China Index fell by 1.88%, indicating a broader decline in Chinese concept stocks [1][3] Group 2: Company Performance - Meta's third-quarter revenue was $51.242 billion, a 26% year-over-year increase, but its net profit plummeted by 83% to $2.709 billion [2] - Tesla's stock dropped by 4.64% amid ongoing challenges with its autonomous taxi service rollout [2] - Amazon's stock surged over 12% in after-hours trading following a strong third-quarter report, with total revenue of $180.169 billion (up 13%) and net profit of $21.187 billion (up 38%) [2] - Apple's after-hours stock rose over 2%, reporting third-quarter revenue of $102.47 billion (up 7.9%) and net profit of $27.47 billion (up 86.4%), although revenue in Greater China fell by 3.6% [2] Group 3: Chinese Stocks - The Nasdaq Golden Dragon China Index saw widespread declines among Chinese stocks, with notable drops including Pinduoduo and JD.com [3] - Specific stocks like Xiaoma Zhixing and Century Internet fell over 6% and 5%, respectively, while New Oriental saw a gain of 3.91% [3] Group 4: Economic Policy - The US Senate passed a resolution to terminate the comprehensive tariff policy implemented by former President Trump, which included tariffs ranging from 10% to 50% on various countries [4] - The resolution still requires approval from the House of Representatives, where previous attempts to overturn tariffs have faced opposition [4] Group 5: Federal Reserve Actions - The Federal Reserve lowered the federal funds rate target range by 25 basis points to between 3.75% and 4.00%, marking the second rate cut this year [5] - Treasury Secretary Yellen criticized the Fed for being "stuck in the past" and called for comprehensive reforms [5] - Market predictions indicate a 74.7% probability of another 25 basis point cut in December [5]

Market Overview - On October 30, US stock indices collectively declined, with the Dow Jones Industrial Average falling by 0.23%, the S&P 500 down by 0.99%, and the Nasdaq Composite dropping by 1.57% [1]. Technology Sector Performance - Major tech stocks experienced significant declines, with Meta reporting its largest single-day drop in three years, falling over 11% and reaching a new low since June. The company's Q3 revenue was $51.242 billion, a 26% year-over-year increase, but net profit plummeted by 83% to $2.709 billion [4]. - Other tech stocks also faced losses: Tesla dropped 4.64% amid challenges in its autonomous taxi service, Amazon fell over 3%, Microsoft down by over 2%, Nvidia decreased by 2%, and Netflix dropped over 1%. In contrast, Google rose by 2.45%, and Apple saw a slight increase [4]. Earnings Reports - Following the market close, several companies reported earnings that led to after-hours gains. Amazon's stock surged over 12% after reporting Q3 revenue of $180.169 billion, a 13% year-over-year increase, and a net profit of $21.187 billion, up 38%. AWS cloud revenue grew by 20%, exceeding expectations [4]. - Apple also saw an after-hours increase of over 2%, with Q3 revenue of $102.47 billion, a 7.9% year-over-year increase, and net profit of $27.47 billion, up 86.4%. However, revenue from Greater China unexpectedly declined by 3.6% [4]. Chinese Stocks Performance - Chinese stocks listed in the US generally fell, with the Nasdaq Golden Dragon China Index down by 1.88%. Notable declines included Xiaoma Zhixing down over 6%, Century Internet and Bilibili down over 5%, and several others including Baidu and Alibaba down over 3% [5].

当地时间10月30日，Netflix宣布，董事会已批准对公司已发行普通股进行"一拆十"。截至11月10日交易 结束时登记在册的每位股东，将在11月14日交易结束后按登记日持有的每股股票额外获得9股股票。预 计股票将于11月17日开始以分拆调整后的价格进行交易。 来源：智通财经 ...

近期，《首尔之春》的导演金性洙用"崩溃"一词形容韩国电影的现状——"韩国电影根本就没人拍了"。除了许秦豪导演的《暗杀者们》已拍摄到中期，他 几乎没有听到其他任何电影开机的消息。 这一困境与Netflix等全球流媒体平台对韩国本土影视生态的蚕食密切相关。疫情期间，韩国电影上座率受到严重冲击，许多电影选择直接上线流媒体，逐 渐改变了观众的消费习惯。与此同时，Netflix凭借其资本优势，抬高了顶级演员的片酬，并吸引了大量制作人才，导致本土电影面临制作成本高企、人才 流失的"空心化"危机。 韩流看似乘着Netflix的快车驶向全球，但实则吞下了"包着糖衣的毒药"，本土产业被外来资本逼进了生存夹缝。韩国影视的困境不是个例，而是Netflix抢 占全球市场的缩影。那么Netflix的"全球化制播"模式，究竟在多少地区引发了文化产业的地震？Netflix又是如何重塑当地的创作理念、人才结构与观众习 惯的？ Netflix对东亚市场的侵蚀 Netflix的市场在北美、欧洲逐渐饱和之后，就开始在东亚寻找新的增长点。而Netflix在东亚的布局，首先是从付费环境最佳的日本市场开始的。 2015年，Netflix推出原创日剧《火 ...

Netflix is actively exploring a bid for Warner Bros. Discovery’s studio and streaming businesses, Reuters reported, citing people with knowledge of the matter https://t.co/DLiMfEzkwy ...

Netflix is actively exploring a bid for Warner Bros Discovery’s studio and streaming business, retaining a financial advisor and gaining access to financial information, according to three sources familiar with the matter.The video streaming service has hired Moelis & Co, the investment bank that advised Skydance Media on its successful bid for Paramount Global, to evaluate a prospective offer, two of the sources said. Netflix also has been granted access to the data room, which contains the financial detai ...