BUZZ-MoffettNathanson 表示，迪士尼乐园面临短期挑战，但未来潜力巨大

Reuters2024-12-16

((自动化翻译由路透提供，请见免责声明 ))

12月16日 - ** 经纪公司 MoffettNathanson 称，NBCUniversal 的史诗宇宙 (link) 开业将对今年华特迪士尼乐园的业绩构成不利因素，包括飓风在内的其他各种一次性事件也是如此。

** 经纪公司认为迪士尼乐园已为长期增长做好准备

** DIS 首席财务官本月早些时候表示，公司已在乐园预测中 "加入了一些负面的 " (link)，以反映史诗宇宙的开业情况。

** 预计将于 2025 年秋季推出的 ESPN 旗舰直接面向消费者的流媒体服务 (link) 可能成为增量增长的来源，而付费电视即使在推出后仍将是体育迷的 "最佳去处"--经纪公司

** 公园的稳定性和 26 财年的体育增长是迪士尼故事的另外两个核心部分--券商

** 迪士尼公司在 2023 年表示，将在未来 10 年内把公园业务的资本支出增加近一倍，达到约 600 亿美元 (link)

** 覆盖该股的 35 家券商的平均评级为 "买入"，中位 PT 为 125.55 美元 - LSEG

** 截至上次收盘，今年股价上涨约 26

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