$迪士尼(DIS)$_老虎社区_美港股上老虎 - 老虎社区

CP筑基宴九千

$迪士尼(DIS)$$哔哩哔哩(BILI)$$Netflix, Inc.(NFLX)$$爱奇艺(IQ)$昨晚入了DIS的长call，应该和奈飞组合买的，这两未来就是全美最大的娱乐公司，，B站还没找到真正的生财之道，不靠长也不靠短，，iq的最大机会是和T重组，Baidu拖累他了，为了平衡财报，，2年左右应该换团队了

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二虎仔仔
2020-03-07
二虎仔仔
流媒体应该是未来DIS股价起飞的动力，但是随着疫情在全世界的进展，电影和乐园的业绩会大幅度降低，股价还有下跌空间，不知道您是怎么思考着一块的？
- 二虎仔仔回复CP筑基宴九千:
  分析的很有道理，学习了，🙏
- CP筑基宴九千:
  看你看多大，dis有2项优势，1，超级利润是公园和衍生品，且抗风险是艺人不老不变坏的ip卡通，，2，美国文娱圈对netf羡慕嫉妒恨，决定改良性重组，以dis做核心，先北美，然后全球，然后超级衍生品网络游戏和网络ip授权，，1疫情给了机会进入，2是美国国内文娱南北大战，至少下1/3份额，对抗N的会站D这边，在线的全球和衍生品市场是纯增量就是抄N家作业
顾胖子
2020-03-07
顾胖子
会和腾讯视频合并吗
- 顾胖子回复CP筑基宴九千:
  爱奇艺已经松口了，和腾讯联盟涨价，就看优酷跟不跟了
- CP筑基宴九千:
  不知道，，反正三家一年每家亏100多亿，，谁胜了谁是中国奈飞，你猜谁先松口
CP筑基宴九千
2020-03-07
CP筑基宴九千
风险是，资本重组中oldmoney之间的内部矛盾，，和职业经理人团队的保守保官做秀意识操作

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