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中国基金报·2025-07-24 08:01

Core Viewpoint - Jeff Bezos is considering acquiring CNBC to enhance his media portfolio, aiming to provide a credible and influential voice in the financial media landscape [1][3]. Group 1: Acquisition Interest - Bezos has expressed strong interest in acquiring CNBC, especially after its planned spin-off from Comcast's NBCUniversal later this year [3]. - CNBC is one of the most influential financial television networks in the U.S., featuring iconic programs like "Squawk Box" and "Mad Money with Jim Cramer" [3]. - The acquisition aligns with Bezos's strategy to reshape his media presence, as he has also shown interest in acquiring Vogue or its parent company Condé Nast [3]. Group 2: Comcast's Spin-off Plans - Comcast plans to spin off its cable assets, including CNBC and MSNBC, by the end of the year, forming a new publicly traded company named Versant [3]. - Versant will be led by NBCUniversal executive Mark Lazarus and will focus on expanding traditional media operations, including CNBC [3]. - Due to tax regulations, Versant cannot sell significant assets, including CNBC, for two years post-spin-off, which means Bezos's acquisition would need to wait for this "window period" [3]. Group 3: Previous Acquisition Challenges - Bezos acquired The Washington Post for $250 million in 2013, but the publication has faced operational challenges and significant reader loss due to its political stance [5][6]. - The shift towards a more neutral stance at The Washington Post led to a loss of over 300,000 subscribers, particularly after Bezos halted the paper's endorsement of Kamala Harris ahead of the 2024 presidential election [6].