亚马逊买下米高梅之后，下一个媒体巨兽并购案是谁？_老虎社区_美港股上老虎

亚马逊买下米高梅之后，下一个媒体巨兽并购案是谁？

华尔街见闻2021-05-30

竞争如火如荼的流媒体赛道，已经进入惨烈的淘汰赛阶段。上周，流媒体界敲定一项重磅收购案。亚马逊同意以84.5亿美元收购米高梅。该交易是亚马逊公司历史上第二大收购，仅次于亚马逊在2017年以137亿美元对全食超市(Whole Foods Market)的收购。亚马逊表示，希望借助米高梅电影制作的悠久历史以及高产出（超过4000部电影和17000个电视剧），来帮助打造旗下的影视部门Amazon ...

网页链接

免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

VersaillesLi
·2021-05-30
[财迷]
回复
1
举报
收起
- VersaillesLi:
  [害羞]
  2021-05-30
  回复
  举报
dkpoh
·2021-05-30
666
回复
1
举报
收起
- Simon00:
  [得意][得意][得意]
  2021-05-30
  回复
  举报
Jefflau749
·2021-05-30
[微笑] [微笑]
回复
2
举报
收起
- CodyTang:
  [呆住][呆住]
  2021-05-30
  回复
  举报
艾妮沐慕嗒
·2021-05-30
[微笑] [微笑] [微笑]
回复
点赞
举报
peterlau
·2021-05-30
亚马孙变成大吃兽
回复
点赞
举报
嘟嘟哒哒2021
·2021-05-30
[害羞] [害羞] [害羞] [害羞]
回复
1
举报
安妮1022
·2021-05-30
👍👍👍
回复
点赞
举报

热议股票

7x24

全部

关于我们·老虎社区守则·老虎社区账号管理规范·老虎社区服务协议·老虎社区隐私政策

公司名称：北京至简风宜信息技术有限公司

违法和不良信息投诉：010-5681-3562（工作时间9:30-18:30）

邮箱：service@laohu8.com

营业执照：91110105MA01A4U55R

ICP备：京ICP备18016422号

网安备：京公网安备11010502036490

关注我们

{"i18n":{"language":"zh_CN"},"data":{"share":"https://www.laohu8.com/m/news/1119290214?lang=zh_CN&edition=full","thumbnail":"https://static.tigerbbs.com/c318bcd91a109139b7d70c76c30bb154","is_english":false,"pubTime":"2021-05-30 11:37","share_image_url":"https://static.laohu8.com/cc96873d3d23ee6ac10685520df9c100","id":"1119290214","market":"us","top_or_hot":-1,"title":"亚马逊买下米高梅之后，下一个媒体巨兽并购案是谁？","media":"华尔街见闻","content":"<div>\n<p>竞争如火如荼的流媒体赛道，已经进入惨烈的淘汰赛阶段。\n\n上周，流媒体界敲定一项重磅收购案。亚马逊同意以84.5亿美元收购米高梅。该交易是亚马逊公司历史上第二大收购，仅次于亚马逊在2017年以137亿美元对全食超市(Whole Foods Market)的收购。\n亚马逊表示，希望借助米高梅电影制作的悠久历史以及高产出（超过4000部电影和17000个电视剧），来帮助打造旗下的影视部门Amazon ...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3631610\">网页链接</a>\n\n</div>\n","source":"highlight_wallstreetcn","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>亚马逊买下米高梅之后，下一个媒体巨兽并购案是谁？</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n亚马逊买下米高梅之后，下一个媒体巨兽并购案是谁？\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-05-30 11:37 北京时间&nbsp;&nbsp;&nbsp;<a href=https://wallstreetcn.com/articles/3631610><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>竞争如火如荼的流媒体赛道，已经进入惨烈的淘汰赛阶段。\n\n上周，流媒体界敲定一项重磅收购案。亚马逊同意以84.5亿美元收购米高梅。该交易是亚马逊公司历史上第二大收购，仅次于亚马逊在2017年以137亿美元对全食超市(Whole Foods Market)的收购。\n亚马逊表示，希望借助米高梅电影制作的悠久历史以及高产出（超过4000部电影和17000个电视剧），来帮助打造旗下的影视部门Amazon ...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3631610\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"AMZN","symbol_name":"亚马逊","start_time":0,"source_url":"https://wallstreetcn.com/articles/3631610","article_id":"1119290214","we_media_id":null,"thumbnails":["https://static.tigerbbs.com/c318bcd91a109139b7d70c76c30bb154"],"rights":{"source":"highlight_wallstreetcn","url":"https://wallstreetcn.com/articles/3631610","rn_cache_url":null,"directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=1119290214","pubTimestamp":1622345861,"sourceInfo":{"source_id":"highlight_wallstreetcn","name":"华尔街见闻"},"weMediaInfo":null,"summary":"竞争如火如荼的流媒体赛道，已经进入惨烈的淘汰赛阶段。\n\n上周，流媒体界敲定一项重磅收购案。亚马逊同意以84.5亿美元收购米高梅。该交易是亚马逊公司历史上第二大收购，仅次于亚马逊在2017年以137亿美","collect":0,"end_time":0,"defaultTopTitle":"wallstreetcn.com","property":[],"viewcount":null,"language":"zh","relate_stocks":{"AMZN":"亚马逊","03086":"华夏纳指","09086":"华夏纳指-U","QNETCN":"纳斯达克中美互联网老虎指数"},"translate_title":"After Amazon.com bought MGM, who is the next media behemoth merger?","themeId":null,"isJumpTheme":false,"ttsUrl":"https://static.tigerbbs.com/6795ca5f9cc8b4afaa2f47177b66053b","symbols_score_info":{"03086":0.9,"09086":0.9,"AMZN":0.9,"QNETCN":0.9},"content_text":"竞争如火如荼的流媒体赛道，已经进入惨烈的淘汰赛阶段。\n\n上周，流媒体界敲定一项重磅收购案。亚马逊同意以84.5亿美元收购米高梅。该交易是亚马逊公司历史上第二大收购，仅次于亚马逊在2017年以137亿美元对全食超市(Whole Foods Market)的收购。\n亚马逊表示，希望借助米高梅电影制作的悠久历史以及高产出（超过4000部电影和17000个电视剧），来帮助打造旗下的影视部门Amazon Studios。\n而在这项收购案发生前不久，AT&T决定将WarnerMedia与Discovery合并，各界普遍认为，这两项并购案已为新一轮流媒体业务整合拉开序幕。\n那么，下一个将轮到谁？\nNBC环球和狮门（Lionsgate）公司\n收购狮门公司将在两个不同方面帮助康卡斯特旗下的NBC环球公司。首先，它将为NBCUniversal的订阅视频服务Peacock增加更多内容。狮门公司拥有的节目包括《广告狂人》、《新不了情》、《纳什维尔》和《佐伊的非凡播放列表》。狮门公司目前将这些节目授权给一些流媒体服务。\n其次，狮门公司拥有高端网络Starz，这将与NBC环球公司的产品完美结合。与竞争对手华纳旗下的HBO，和维亚康姆-哥伦比亚广播公司的Showtime不同，NBC环球没有一个高端网络。\n在流媒体方面，Starz和Peacock的组合--无论是作为一项服务，还是作为一项捆绑服务，都可以扩大NBCUniversal的全球愿望。该公司CEO John Feltheimer本周表示，Starz已经在58个不同的国家提供服务，并有望在2025年前拥有6000万全球用户，这将令Peacock的扩张愿景占得先机。\n狮门的市值目前仅38亿美元（企业价值约为64亿美元）。如果康卡斯特打算留下NBC环球，而非像AT&T那样放弃垂直媒体整合，那么收购狮门公司将是一个明智之举，使其可以在流媒体战争中保持竞争力。\n刚刚合并华纳媒体和Discovery，维亚康姆哥伦比亚再动手合并\n本月月中，美国最大电信运营商AT&T宣布将传媒巨头“华纳媒体”与其竞争对手Discovery合并。这意味着，竞争如火如荼的流媒体赛道将出现一家估值上千亿美元的巨头。\n但对于刚刚合并的华纳媒体与Discovery，各界已经揣测其是否会与NBCUniversal进行再合并。Discovery的控股股东约翰-马龙在接受媒体采访时表示，如果监管部门允许，合并后的公司可能对未来与NBCUniversal的合并持开放态度。\n不过，按2019年和2018年票房收入计算，康卡斯特旗下的环球公司，与华纳媒体和华纳兄弟公司的影院票房收入位列全球二、三，再合并出来的“巨兽”并非是监管愿意看到的。\n因此，更合理的猜测是将刚刚合并华纳媒体和Discovery，与维亚康姆哥伦比亚公司合并。\n和NBC环球不同，维亚康姆哥伦比亚没有大型有线电视新闻网，因此CNN还可能存续下去。\n虽然维亚康姆哥伦比亚业有电影制片公司，但近些年派拉蒙的票房表现远不及环球，在2019年和2018年票房收入位列第六，因此从反垄断层面来说，三者的再合并并不是问题。\n迪士尼与AMC网络\n目前来看，迪士尼并不需要AMC，毕竟前者现有的内容做得相当不错。\n但由于迪士尼旗下的Hulu引入了许多授权内容，其软肋也更明显，另一头被亚马逊收购的米高梅制作出了《使女的故事》这类热播剧，被亚马逊收购之后，尚不知未来《使女的故事》是否会继续在Hulu上播放。\nAMC拥有热门IP《行尸走肉》、IFC Films和 Sundance Now，可以为Hulu提供成人向的内容，也能平衡迪士尼+上儿童向以及ESPN+上体育向的节目。AMC预测，到2021年底，它将拥有至少900万流媒体用户，到2025年底将升至2500万。虽然与Hulu目前的4160万或Disney+的1.036亿相差甚远，但至少证明AMC也有自己的忠实用户群体。","kind":null,"is_publish_news":true,"is_publish_highlight":true,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1},"commentList":[{"id":137591974,"gmtCreate":1622358268098,"gmtModify":1634102052001,"author":{"id":"3580330978833195","authorId":"3580330978833195","name":"VersaillesLi","avatar":"https://static.tigerbbs.com/ca74aeaa97cb87febbf8247318cbb951","vip":1,"crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"3580330978833195","idStr":"3580330978833195"},"htmlText":"[财迷]&nbsp;","listText":"[财迷]&nbsp;","text":"[财迷]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/137591974","repostId":1119290214,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":4505695,"gmtCreate":1622358278982,"gmtModify":1635394691750,"authorId":3580330978833195,"author":{"id":3580330978833195,"idStr":"3580330978833195","authorId":3580330978833195,"name":"VersaillesLi","avatar":"https://static.tigerbbs.com/ca74aeaa97cb87febbf8247318cbb951","vip":1,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":137591974,"type":1,"supId":0,"prevId":0,"content":"[害羞]","text":"[害羞]","html":"[害羞]"}],"langContent":"CN"},{"id":137507895,"gmtCreate":1622357969117,"gmtModify":1634102055114,"author":{"id":"3569639956293909","authorId":"3569639956293909","name":"dkpoh","avatar":"https://static.tigerbbs.com/c363fe0c37055ba864124087c92ab292","vip":1,"crmLevel":7,"crmLevelSwitch":0,"authorIdStr":"3569639956293909","idStr":"3569639956293909"},"htmlText":"666","listText":"666","text":"666","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/137507895","repostId":1119290214,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":4506110,"gmtCreate":1622362348920,"gmtModify":1635394652357,"authorId":3581680957656743,"author":{"id":3581680957656743,"idStr":"3581680957656743","authorId":3581680957656743,"name":"Simon00","avatar":"https://static.tigerbbs.com/175b0b8022b6805c99aa38bdf8f5b106","vip":1,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":137507895,"type":1,"supId":0,"prevId":0,"content":"[得意][得意][得意]","text":"[得意][得意][得意]","html":"[得意][得意][得意]"}],"langContent":"EN"},{"id":137246884,"gmtCreate":1622355088348,"gmtModify":1634102075305,"author":{"id":"3576195246415673","authorId":"3576195246415673","name":"Jefflau749","avatar":"https://static.tigerbbs.com/3b16bea38b728770eeacee83d0ca1b56","vip":1,"crmLevel":2,"crmLevelSwitch":0,"authorIdStr":"3576195246415673","idStr":"3576195246415673"},"htmlText":"[微笑]&nbsp;[微笑]&nbsp;","listText":"[微笑]&nbsp;[微笑]&nbsp;","text":"[微笑] [微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/137246884","repostId":1119290214,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":4506489,"gmtCreate":1622366762791,"gmtModify":1635394621926,"authorId":3582531877047380,"author":{"id":3582531877047380,"idStr":"3582531877047380","authorId":3582531877047380,"name":"CodyTang","avatar":"https://static.tigerbbs.com/dd76a195d33f5dc7317cca7f1fb80e0c","vip":1,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":137246884,"type":1,"supId":0,"prevId":0,"content":"[呆住][呆住]","text":"[呆住][呆住]","html":"[呆住][呆住]"}],"langContent":"CN"},{"id":137240195,"gmtCreate":1622354565317,"gmtModify":1634102079279,"author":{"id":"3584915116284903","authorId":"3584915116284903","name":"艾妮沐慕嗒","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"3584915116284903","idStr":"3584915116284903"},"htmlText":"[微笑]&nbsp;[微笑]&nbsp;[微笑]&nbsp;","listText":"[微笑]&nbsp;[微笑]&nbsp;[微笑]&nbsp;","text":"[微笑] [微笑] [微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/137240195","repostId":1119290214,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":137235591,"gmtCreate":1622348940513,"gmtModify":1634102124611,"author":{"id":"3572751151752000","authorId":"3572751151752000","name":"peterlau","avatar":"https://static.tigerbbs.com/fc669832f0ceacd3c175a35401c4f7ce","vip":1,"crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"3572751151752000","idStr":"3572751151752000"},"htmlText":"亚马孙变成大吃兽","listText":"亚马孙变成大吃兽","text":"亚马孙变成大吃兽","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/137235591","repostId":1119290214,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":137239174,"gmtCreate":1622348419598,"gmtModify":1634102129257,"author":{"id":"3572755756274101","authorId":"3572755756274101","name":"嘟嘟哒哒2021","avatar":"https://static.tigerbbs.com/16a6084098569a31c83b8275f6ae6fa2","vip":1,"crmLevel":5,"crmLevelSwitch":0,"authorIdStr":"3572755756274101","idStr":"3572755756274101"},"htmlText":"[害羞]&nbsp;[害羞]&nbsp;[害羞]&nbsp;[害羞]&nbsp;","listText":"[害羞]&nbsp;[害羞]&nbsp;[害羞]&nbsp;[害羞]&nbsp;","text":"[害羞] [害羞] [害羞] [害羞]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/137239174","repostId":1119290214,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":137207678,"gmtCreate":1622347473694,"gmtModify":1634102138323,"author":{"id":"3569319906313275","authorId":"3569319906313275","name":"安妮1022","avatar":"https://static.tigerbbs.com/eaea1956e8190b9ea1701017815730b6","vip":1,"crmLevel":4,"crmLevelSwitch":0,"authorIdStr":"3569319906313275","idStr":"3569319906313275"},"htmlText":"👍👍👍","listText":"👍👍👍","text":"👍👍👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/137207678","repostId":1119290214,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"}],"hasMoreComments":true,"newsSizeData":{"likeSize":53,"commentSize":7,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false}}