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重注47亿,TNT没有NBA还有“史诗级”法网
3 6 Ke· 2025-06-10 04:18
虽然单单一个法网无法填上NBA留下的空缺,但这张新牌已然成为TNT撬动北美网球市场、填补体育版权矩阵的新法宝。 当菲利普·夏蒂埃球场的计时器来到5小时29分,现场观众早已按捺不住激动的情绪,每个发球之间原本令人窒息的寂静变成了呐喊与欢呼声此起彼伏。当 阿尔卡拉斯在右侧底角打出一记"outside in"的正手穿越制胜分拿下冠军点时,一场足以载入史册的法网男单决赛就此诞生。 此时,不仅是阿尔卡拉斯与他的球迷,华纳兄弟探索(WBD)以及旗下的TNT美国(以下简称TNT)高层想必脸上也是志得意满的笑容。在取得法网在 美国版权的第一年就见证赛会历史用时最久的经典决赛,TNT这次堪称豪赌的新版权布局显然开了个好头。 多平台分发掌握流量密码,TNT美国法网首秀开门红 时间回溯到一年前。2024年6月,WBD以10年6.5亿美元(约合人民币46.7亿元)拿下法网在美国的版权,并通过旗下以TNT为首的一系列平台在美国播 出。这一出手也意味着美国全国广播公司(NBC)与法网12年的合约在2024年宣告结束。值得一提的是,WBD此次的开价对比NBC当年的1200万美元报价 有着天壤之别,一方面彰显着体育版权在十年间的通货膨胀,另 ...
传媒互联网行业周报:可灵AI与网易游戏深度合作,AI应用与IP潮玩持续景气
Guoxin Securities· 2025-06-10 02:05
Investment Rating - The report maintains an "Outperform" rating for the media and internet sector [5][39]. Core Viewpoints - The short-term performance cycle is improving, and there is a long-term positive outlook on AI applications and IP trends [3][36]. - The media sector has shown a 3.50% increase, outperforming both the CSI 300 (1.73%) and the ChiNext Index (3.17%) [12][13]. - Key companies to watch include Kayi Network, Mango Super Media, and ByteDance, with significant developments in AI technology and gaming collaborations [3][5][18]. Summary by Sections Industry Performance - The media sector rose by 3.50% from June 2 to June 6, 2025, with notable gainers including ST Huicheng and Youzu Network, while losers included Rongxin Culture and Light Media [12][13]. - The top three films for the week generated a total box office of 3.55 billion yuan, with "Mission: Impossible 8" leading at 1.48 billion yuan [2][20]. Key Developments - OpenAI has partnered with the Indian government to launch AI education initiatives, marking its first international expansion [16][17]. - ByteDance released the SeedEdit3.0 image editing model, capable of processing 4K images with advanced editing features [17]. - Kuaishou's Keling AI has integrated video generation technology into NetEase's game "Nirvana in Fire," enhancing social gameplay [18]. Investment Recommendations - The report suggests focusing on gaming, advertising media, and film sectors, with specific stock recommendations including Kayi Network and Giant Network [3][36]. - The report emphasizes the potential of high-demand IP trends and AI applications across various sectors, including education and e-commerce [3][36]. Company Earnings Forecasts - Key companies such as Kayi Network and Mango Super Media are projected to have improved earnings per share (EPS) in the coming years, with Kayi Network expected to reach an EPS of 1.00 yuan in 2025 [5][39].
Hulu争夺战落幕 迪士尼(DIS.US)向康卡斯特(CMCSA.US)支付4.387亿美元完成全资收购
智通财经网· 2025-06-10 00:36
Group 1 - Disney agreed to pay Comcast $4.387 billion to acquire its 33% stake in Hulu, concluding a multi-year evaluation process [1] - In 2023, Disney announced plans to acquire Comcast's Hulu stake, having previously paid $8.6 billion, reflecting a guaranteed minimum value of Hulu at $27.5 billion [1] - The acquisition process involved evaluations from both Disney and Comcast's NBCUniversal, with differing valuations leading to the involvement of a third evaluator [1] Group 2 - Disney CEO Bob Iger expressed satisfaction with the resolution, indicating that the acquisition would facilitate deeper integration of Hulu and Disney+ content [2] - Disney has begun integrating Hulu with its existing services, which are bundled with ESPN+ [2] - Hulu has over 50 million subscribers as of March 29, while Disney's total streaming subscribers reached 180.7 million, primarily from Disney+ [2]
中美经贸磋商机制首次会议举行,热门中概股多数上涨
2 1 Shi Ji Jing Ji Bao Dao· 2025-06-09 14:49
Market Overview - US stock indices opened mixed, with the Dow Jones slightly down by 0.05%, while the Nasdaq rose by 0.14% and the S&P 500 increased by 0.02% [1][2] Technology Sector - Major US tech stocks mostly rose, with Warner Bros. Discovery up over 8% due to plans to split into two media companies. VinFast surged nearly 10% as it aims to double global vehicle deliveries this year. Tesla fell over 4% after multiple investment banks downgraded its rating [3][4] - Notable movements in tech stocks include Nvidia up 1.47%, Google up 1%, Facebook and Apple up 0.14% and 0.13% respectively, while Microsoft and Amazon saw slight declines of 0.03% and 0.06% [4][5] Chinese Stocks - The Nasdaq Golden Dragon China Index rose by 1.89%, with notable gains in Chinese stocks such as Kingsoft Cloud up over 11% and Xunlei up over 7%. Other companies like GDS Holdings and Century Internet also saw increases, while Huazhu Group and Atour Hotel experienced slight declines [6][7] Commodity Prices - International gold prices showed volatility, with London gold up 0.23% at $3317 per ounce, while COMEX gold futures fell by 0.33% to $3335.7 per ounce [8][9] - International oil prices increased, with NYMEX WTI crude oil rising by 0.2% to $64.71 per barrel and ICE Brent crude oil up by 0.29% to $66.66 per barrel [11]
凤凰新媒体上涨6.25%,报2.21美元/股,总市值2654.38万美元
Jin Rong Jie· 2025-06-09 14:29
6月9日,凤凰新媒体(FENG)盘中上涨6.25%,截至22:09,报2.21美元/股,成交4123.0美元,总市值 2654.38万美元。 资料显示,凤凰新媒体有限公司是全球领先的跨平台网络新媒体公司。公司旗下综合门户凤凰网、手机 凤凰网和凤凰视频三大平台,秉承"中华情怀,全球视野,兼容开放,进步力量"的媒体理念,为主流华人提供 互联网、无线通信、电视网三网融合无缝衔接的新媒体优质内容与服务。凤凰新媒体不仅是控股的凤凰 卫视传媒集团优质电视内容的网络传播渠道,更整合了众多专业媒体机构生产的内容、用户生成的内 容、以及自身生产的专业内容,提供含文图音视频的全方位综合新闻资讯、深度报道、观点评论、财经 产品、互动应用、分享社区等服务,满足主流人群浏览、表达、交流、分享、娱乐、理财等多元化与个 性化的诉求,并反向传输给凤凰卫视的电视平台,形成创新的网台联动组合传播模式,为互联网、手机及电 视用户提供丰富的内容与随时随地随身的服务。在宽带与无线互联网带来颠覆性革新及新旧媒体融合的 时代,凤凰新媒体引领着互联网、手机、电视的联动组合传播与3G时代的手机媒体化创新。凤凰网曾获 得"中国广告传媒爱心企业荣誉证书"、"新闻 ...
微博上涨2.12%,报9.855美元/股,总市值24.67亿美元
Jin Rong Jie· 2025-06-09 13:56
资料显示,微博股份有限公司是人们线上创作、分享和发现内容的领先社交媒体平台。微博将公开、即 时的自我表达方式与平台强大的社交互动、内容整合与分发功能相结合。任何用户都可以创作并发布微 博,并附加多媒体或长博文内容。微博上的用户之间的关系可能是不对称的,每个用户都可以关注任何其 他用户,对任何一条微博发表评论并转发。微博简单、不对称和分发式的特点,使原创微博能演化为快速 传播、多方参与并即时更新的话题流。微博能说明其广告和行销客户向使用者推销品牌、产品和服务。 微博为各种规模的客户提供了一系列广泛的广告和行销解决方案。公司绝大部分的营业收入来自于广告 和行销服务的销售,其中包括社交展示类广告和推广类行销广告。微博基于"移动为先"的理念设计,以简 单的资讯流形式展示内容,并提供与公司平台上的资讯流融合的原生广告。为更好地支持移动格式,微博 已经开发出并在持续精细化其社交兴趣图谱推荐引擎,使得客户能基于使用者的人口统计学特点、社交 关系、兴趣和行为进行针对个人的行销和锁定目标受众,从而使得客户在微博平台上的行销活动具有更 高的精准度、活跃度和推广效率。 本文源自:金融界 6月9日,微博(WB)盘中上涨2.12%,截 ...
纳指高开0.2% 比特币概念股走高
news flash· 2025-06-09 13:33
Group 1 - The major U.S. stock indices opened higher, with the Dow Jones up 0.05%, Nasdaq up 0.23%, and S&P 500 up 0.13% [1] - Warner Bros. Discovery saw a significant increase of over 8% as the company announced plans to split into two media companies [1] - Bitcoin reached a price of $107,000, leading to a rise in related stocks, with Circle increasing by over 23% and Strategy up by over 1% [1]
华纳兄弟探索(WBD.US)拟分拆流媒体与有线电视 迎战奈飞
智通财经网· 2025-06-09 13:19
Group 1 - Warner Bros. Discovery (WBD) plans to split into two independent publicly traded companies by mid-next year, separating its streaming and film production business from its television network operations [1] - The streaming and film production company will include Warner Bros. Television, Warner Bros. Film Group, DC Studios, HBO, and HBO Max, led by CEO David Zaslav [1] - The newly formed global networks company will be overseen by CFO Gunnar Wiedenfels and will include brands like CNN, focusing on entertainment, sports, and news television [1] Group 2 - Warner Bros. aims to raise $17.5 billion in transitional loans and complete capital restructuring before the split, with the global networks company retaining up to 20% stake in the streaming and film production business [2] - The company was formed in 2022 from the merger of AT&T's WarnerMedia and Discovery Inc., inheriting significant debt while facing declines in viewership and advertising revenue in its core cable television business [2] - Warner Bros. stock rose 1.8% to $9.82 last Friday, with a year-to-date decline of 7.1%, and pre-market trading on Monday showed an 8% increase [2]
质疑苹果,效仿苹果?马斯克的X也开始搞抽成了
Sou Hu Cai Jing· 2025-06-09 12:49
如果要评选如今的世界首富埃隆马斯克做过的最失败投资,估计绝大多数朋友会选择他在2022年以440 亿美元收购X(前Twitter)。此前在2023年秋季有知情人士爆料称,X公司的估值已经缩水到190亿美 元,不足马斯克收购价格的一半。到了2024年冬季,参与X收购的富达也下调了对X的持股估值。 在ChatGPT横空出世之后,Meta、谷歌等巨头之所以短时间就能追上OpenAI的步伐,除了他们过去一 直押注AI之外,通过旗下产品获得的海量数据无疑是重中之重。在xAI与X合并之后,X的用户就成为 了免费的数据标注员,而X每日产生的海量文本、图像和视频数据,则将为Grok模型提供实时、动态的 数据。 要知道马斯克在2022年收购X时,除所支付的现金和股票之外,还向包括摩根士丹利、美国银行在内的 银团,申请了高达130亿美元的贷款,每年仅利息支出就达到12亿美元。虽然银团贷款的期限通常为5至 7年,X短期内不会面临大额偿债,但这一压力就如同达摩克利斯之剑始终高悬在X的头顶。 为了搞钱,近期X方面又搞出了新花活。根据海外开发者在社交平台上的爆料,X已通知开发者其将变 更API使用协议,未来开发者对于X的API访问将不再 ...