大行评级丨MoffettNathanson:看好迪士尼正处于有利位置 目标价140美元

格隆汇
Dec 26, 2025

MoffettNathanson分析师Robert Fishman指出,近期赴洛杉矶与多位媒体高层交流后发现,好莱坞对看好迪士尼已有明确共识。他表示,当其他竞争对手为了资产争夺战而缠斗,并分心于后续的监管审查之际,迪士尼正处于有利位置,得以专注强化其串流服务。Fishman给予迪士尼“买入”评级,目标价为140美元,按周三收盘价114.48美元计算,仍有约22%的上涨空间。

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