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迪斯尼称流媒体收益太少,不足以抵消乐园的损失

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华特迪士尼公司一直在指望它们新的Disney+流媒体服务能够成功,以抵消其主题公园关闭造成的损失。但在竞争对手Netflix公司预测消费者们将越来越少的订阅新娱乐计划后,迪士尼的愿望可能要落空了。由于全球范围内的COVID-19危机,迪士尼 "处境艰难",该公司在酒店、游轮和主题公园的收入有很大一部分都没有了。管理层现在致力于“度过这次危机,直到能安全地让乐园再次开放。”迪士尼周五股票下跌0.7%,将今年以来的跌幅扩大至18%。周四,Cowen Inc.将迪士尼的投资评级下调至,原因是考虑到疫情对其园区和电影业务的 "长期影响"。下调评级之前,迪士尼宣布,由于当地冠状病毒病例再度出现,将再次关闭香港迪士尼乐园。

Walt Disney Co. has been counting on success at its new Disney+ streaming service to offset some of the slowdown seen at its theme park division, but the odds may have suddenly grown longer after rival Netflix Inc. forecast that consumers’ desire for new entertainment subscription plans is cooling off. Disney is “in a tough situation” with a large chunk of the company’s revenue locked down in hotels, cruises and theme parks due to the worldwide Covid-19 crisis. Management just has “to weather this one out until it’s safe to get parks back up.” Disney dropped 0.7% on Friday, extending its year-to-date decline to 18% as investors focus on a long lead time for any recovery in its park business. On Thursday, Cowen Inc. cut its investment rating on Disney to market perform from outperform given the “prolonged impact” of the pandemic on its park and film businesses. The downgrade followed an announcement this week by Disney that was again closing its Hong Kong Disneyland Park due to a local resurgence in coronavirus cases.  source

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