01. 迪士尼(DIS.US)2025财年第二季度业绩电话会：迪士尼2025年第二季度业绩强劲，调整后每股收益同比增长20%，主要得益于主题公园和娱乐业务的出色表现。主题公园业务投资回报率 创新高，迪士尼计划在未来几年投资约300亿美元用于佛罗里达州和加利福尼亚州的主题公园扩建，并继续在其他地点进行扩张。娱乐业务方面，漫威电影《雷霆特工队》表现强劲，成为全球票房冠军，迪士尼对即将上映的电影片单充满信心，包括真人版《星际宝贝》、皮克斯的《埃利奥》、漫威的《神奇四侠：第一步》等。 此外，体育业务也保持良好趋势，ESPN第二季度黄金时段观众同比增长32%。流媒体业务仍然是迪士尼的关键优先事项，迪士尼计划通过整合迪士尼+和Hulu、改进技术和投资内容来推动业务增长。迪士尼预计流媒体业务将在未来几年内成为真正的增长业务。 

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