迪士尼主题公园和邮轮继续推动利润增长

投资观察
Nov 13, 2025

0805 ET - 迪士尼的“体验”部门,包括主题公园和邮轮,上一季度贡献了超过公司一半的利润。公司的国际主题公园,特别是巴黎迪士尼乐园,游客人数和客单消费均有所增长,这推动了运营收入的同比增长。邮轮业务受益于乘客邮轮天数的增加,尽管由于公司在建造新船时产生的舰队扩张成本,部分增益被抵消。迪士尼在盘前交易中下跌了4%。

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