01 整理 | 刀法内容团队 这些信息值得关注 「Netflix」计划收购华纳兄弟 12 月 5 日，流媒体巨头 Netflix 宣布将以 720 亿美元的的价格，收购华纳兄弟旗下的电影与电视制片业务、美国有线电视网络媒体公司 HBO 及其流媒体 平台 HBO Max。 这项收购计划随后引发美国各界强烈反应，派拉蒙迅速提出约 1084 亿美元的现金收购方案加入战局；一向不喜欢 Netflix ，现任导演工会主席诺兰紧急发 声，担忧院线窗口期消亡；美国总统特朗普则表示可能存在反垄断问题。 为什么重要 TA 们怎么看 "作为流媒体时代的定义者，它与华纳的整合在战略上顺理成章，但其健康的财务状况能承受交易压力。剥离CNN等非核心业务使交易结构清晰。然而， 交易带来的市场集中度问题必成为反垄断审查焦点，因为市场集中度测算落在28%—45%的区间，触及美国司法部审查的红线，且欧盟也会同步启动审 查。另外，股票报价在股市波动时吸引力可能减弱。此外，北加州硅谷科技公司与南加州好莱坞传统制片厂文化格格不入，并购后整合也是一大考验，这 也是不少并购交割完成后噩梦的开始。"——智通财经 《"抢亲"华纳：奈飞、派拉蒙，谁笑到最后？ ...

Core Insights - The article discusses the investment position of Parkev Tatevosian, CFA, and his affiliation with The Motley Fool, highlighting the potential for compensation through promotions [1] Company Position - The Motley Fool has positions in and recommends Starbucks, indicating a positive outlook on the company's stock [1]

The coffee chain that won't leave Starbucks alone is now coming for America. 🔗 https://t.co/NBhQT0TJda https://t.co/cjuFZh3cN6 ...

Starbucks Strike Drags Into Second Month As Deadlock Deepens And Global Support Growshttps://t.co/HkNO0dzzRh https://t.co/G96jiIEqEc ...

The reason why we're in the midst of a turnaround is we kind of just lost our focus. You know, the the the focus for Starbucks historically was all about creating that third place where there's a moment of humanity. Um whether it was between work and home or whether it was a place that you just wanted to have a moment.And you know, I would say COVID really kind of took the soul out of Starbucks because the challenge became, well, maybe you're not supposed to socialize um the way we historically had encourag ...

Core Viewpoint - The Starbucks workers' union has reported that hundreds of newly unionized baristas are striking across 34 cities, escalating a strike that began on November 13, coinciding with the company's "Red Cup Day" [1] Group 1: Strike Details - The strike has expanded from 65 stores in over 40 cities to more than 180 stores in over 130 cities, marking the largest strike in Starbucks' history [1]

  Overlimit lead assays received from rock samples at the newly discovered Lodge and Cooper showings, within the 1 km by 1 km multi-element (silver-lead±zinc) Betty soil geochemical anomaly, which remains open to the east and south.    Vancouver, BC, December 11, 2025 – TheNewswire - Silver North Resources Ltd. (TSX-V: SNAG, OTCQB: TARSF) (“Silver North” or the “Company”) announces, further to the Company’s news release dated October 28, 2025, final analytical results from the 2025 field exploration prog ...

The Starbucks workers' union said on Thursday hundreds of new union baristas are walking out of their jobs in 34 cities, joining the strike which has been escalating since it began last month. ...

At WSJ CEO Council, Starbucks CEO Brian Niccol shared why he believes the coffee company is in the midst of a turnaround. https://t.co/PvCQlLbgqK ...

最近，我看到《华尔街日报》发布了一篇深度分析文章，提到的观点直白又有力。这篇文章撕开了西方企业对于中国市场的幻想，揭示了一个残酷的商业 现实——曾经把中国当作"提款机"的日子已经结束了。 今天的中国市场，已不是当初的"安逸区"，而是变得异常复杂和竞争激烈。外资企业如今面临的挑战不仅仅是需求疲软，更要面对来自本土企业的猛烈竞 争。比如在咖啡行业，星巴克曾经的市场领导地位被瑞幸等本土品牌迅速超越。后者依靠"价格低+速度快"的策略，给星巴克带来了不小的压力，甚至迫 使星巴克不得不引入本土资本来稳住局面。 而且，外资企业现在要面临的，是更为严酷的利润保卫战。曾经靠着高价、高品牌溢价的西方品牌，如今不得不在价格战中低头，这与他们当初在中国市 场的"高高在上"形成了鲜明对比。 另一个引人关注的观点来自大众汽车。面对比亚迪等中国车企的崛起，大众并没有选择撤退，而是提出了一个非常形象的比喻：中国市场就像是"全球商 业的健身中心"。各国企业都必须在这里努力提升自己的"肌肉"，否则，他们就无法在全球市场中与中国同行一较高下。 为什么西方企业宁愿在中国市场微薄的利润中"拼命挣扎"，也不敢轻易撤离？有专家指出："如果你不在中国打败他 ...