派拉蒙2026年指引可实现;并购仍为变数 -- 市场观察

投资观察
Nov 11, 2025

0759 ET - 基准分析师丹尼尔·库尔诺斯在一份研究报告中指出,派拉蒙Skydance更强于预期的2026年指引“管理层必然认为这一目标不成问题”。该公司最近宣布裁员,并将其削减成本目标提高至至少30亿美元,可能会找到额外的节省措施,使其前景更具可实现性。“当然,变数仍然是大型媒体并购,这一因素在股价中不再像一个月前那样反映,我们认为仍有合理的发生机会,”库尔诺斯表示。派拉蒙Skydance在盘前交易中上涨4%。(connor.hart@wsj.com)

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