5月7日盘初，迪士尼（DIS）股价大幅上涨10.94%，主要受益于公司发布的强劲第二季度财报。
根据财报显示，迪士尼第二季度调整后每股收益为1.45美元，远超分析师预期的1.20美元；营收达236.2亿美元，同比增长7%，高于市场预估的230.5亿美元。公司还大幅上调了全年盈利指引，预计2025财年调整后每股收益将达5.75美元，较此前预期显著提高。
业绩增长主要得益于主题公园和流媒体业务的强劲表现。迪士尼体验业务（包括主题公园、度假村和邮轮）第二季度营业收入增长9%至24.9亿美元。流媒体业务方面，Disney+新增140万订阅用户，远超预期，直接面向消费者（DTC）的流媒体部门实现连续第四个季度盈利。
此外，迪士尼还宣布将在阿布扎比建造其第七个主题公园度假村，进一步扩大其全球主题公园版图。尽管面临潜在的经济不确定性和关税压力，但投资者对迪士尼的业绩表现和增长前景表示乐观，推动股价大幅上涨。
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