安可拉总裁詹姆斯·查德威克:确认持有华纳兄弟探索2亿美元股份,反对其与奈飞720亿美元并购协议

美股速递
Feb 11

安可拉资产管理公司总裁詹姆斯·查德威克近日在接受采访时透露,该公司已累计持有华纳兄弟探索公司价值约2亿美元的股份。针对近期市场传闻的华纳兄弟探索与流媒体巨头奈飞之间高达720亿美元的潜在并购交易,查德威克明确表达了反对立场。

查德威克指出,尽管两家公司的合并可能创造规模效应,但当前提出的交易价格显著高估了奈飞的实际价值。他强调,华纳兄弟探索应当优先专注于整合现有资源、优化内容产出效率等内生性增长路径,而非通过巨额并购进行外部扩张。此番表态折射出机构投资者对娱乐行业战略方向的分歧,也为这笔可能重塑行业格局的交易增添了新的变数。

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