金吾财讯 | 富国银行分析员认为,虽然奈飞(NFLX)过去很少进行大型收购,但如果派拉蒙天舞成功并购华纳兄弟探索,将成为全球媒体业龙头,会刺激奈飞考虑出价,以避免错失关键知识产权与内容生态扩张机会。当然,奈飞亦可能考虑增加内容投资,而非跟埃利森家族竞争。但富国认为,奈飞参与竞争的机会率高达50%。
金吾财讯 | 富国银行分析员认为,虽然奈飞(NFLX)过去很少进行大型收购,但如果派拉蒙天舞成功并购华纳兄弟探索,将成为全球媒体业龙头,会刺激奈飞考虑出价,以避免错失关键知识产权与内容生态扩张机会。当然,奈飞亦可能考虑增加内容投资,而非跟埃利森家族竞争。但富国认为,奈飞参与竞争的机会率高达50%。
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.