据报道，奈飞正在积极考虑竞购华纳兄弟探索的影视制作和流媒体业务。 （文章来源：第一财经） ...

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 ...

Group 1 - Trump's proposal to impose a 100% tariff on films produced outside the U.S. has caused concern among investors in major streaming and production companies, leading to stock declines for companies like Netflix and Paramount [1] - Following the announcement, Netflix's stock fell by 1.5% and Paramount's by approximately 0.7%, while Disney and Universal's parent company, Comcast, also experienced a drop before recovering [1] - The White House spokesperson indicated that no final decision has been made regarding the foreign film tariff, and the government is exploring all options to fulfill Trump's directive to "make Hollywood great again" [1] Group 2 - U.S. production companies have increasingly turned to overseas filming for tax incentives and unique locations, with Netflix announcing a $1 billion investment in Mexico over the next four years [2] - The number of European countries offering film production incentives has increased from 17 in 2017 to 36 in 2024, while Asian countries have risen from 7 to 15 [2] - Morgan Stanley's media research head, Benjamin Swinburne, warned that imposing a 100% tariff on some or all film costs would lead to reduced film output and increased costs, ultimately shrinking industry profits [2] - The U.S. film industry's export value reached $22.6 billion in 2023, generating a trade surplus of $15.3 billion [2] - Swinburne raised concerns about the potential impact on projects already in production and questioned whether foreign governments might block U.S. content through theaters or streaming channels, which could significantly affect the global influence of Hollywood content [2]