--- title: "通信服务类股上涨，因消费者对连接的需求增加——通信服务综述" type: "News" locale: "zh-CN" url: "https://longbridge.com/zh-CN/news/293802096.md" description: "美国通信股票因人工智能驱动的数据需求而上涨。派拉蒙因反垄断挑战暂停与华纳兄弟探索的 810 亿美元合并。威瑞森超出了后付费连接的预期，但由于合资企业成本和设备收入下降，利润出现下滑。由于互联网和视频订阅者在竞争中持续流失，Charter 报告了连续第四个季度的收入下降" datetime: "2026-07-24T22:13:17.000Z" locales: - [zh-CN](https://longbridge.com/zh-CN/news/293802096.md) - [en](https://longbridge.com/en/news/293802096.md) - [zh-HK](https://longbridge.com/zh-HK/news/293802096.md) generator: "portal-rs" --- # 通信服务类股上涨，因消费者对连接的需求增加——通信服务综述 Stocks in the U.S. communications services sector rose on prospects that the proliferation of AI will mean increased data consumption and more users hungry for streaming services. Paramount said it will not move forward with its merger with Warner Bros. Discovery until legal challenges to the deal are resolved or June 1, 2027, whichever comes first. The $81 billion merger between entertainment giants Paramount and Warner is being challenged on antitrust grounds by twelve states and the Writers Guild of America who argue the deal is anticompetitive. Verizon Communications gained a net 184,000 postpaid phone connections in 2Q, beating Wall Street's expectations on a closely watched metric that gauges new lucrative customers. However, the mobile carrier's quarterly profit declined due to costs related to forming a new joint venture, while revenue ticked down 0.7% year over year to $34.25 billion, slightly below analyst estimates of $35.16 billion. Verizon attributed the decrease to a nearly 20% decline in equipment revenue as customers hold onto their mobile devices longer and longer before upgrading. The company also pointed to its decision to cut back spending on new device subsidies. Charter Communications logged its fourth consecutive decline in quarter revenue as its count of internet and video subscribers continued to drop. Second-quarter revenue edged down by 1.7% to $13.53 billion, roughly in line with estimates from analysts polled by FactSet. Charter posted a profit of $1.29 billion, or $10.66 a share. Analysts had been expecting $9.98 a share. Rising competition from fixed wireless and fiber connection services has been eating into the company's home-internet subscriber base, while cord-cutting is weighing on its cable business. During the quarter, internet subscriber losses deepened, falling by 172,000 to a total of 29.4 million. Video customers dropped by 21,000 to about 12.5 million. Write to Patrick Sheridan at patrick.sheridan@wsj.com (END) Dow Jones Newswires July 24, 2026 18:02 ET (22:02 GMT) Copyright (c) 2026 Dow Jones & Company, Inc. ### 相关股票 - [PSKY.US](https://longbridge.com/zh-CN/quote/PSKY.US.md) - [CHTR.US](https://longbridge.com/zh-CN/quote/CHTR.US.md) - [VZ.US](https://longbridge.com/zh-CN/quote/VZ.US.md) - [WBD.US](https://longbridge.com/zh-CN/quote/WBD.US.md) - [PARA.US](https://longbridge.com/zh-CN/quote/PARA.US.md) - [PARAA.US](https://longbridge.com/zh-CN/quote/PARAA.US.md) ## 相关资讯与研究 - [克鲁尼在威尼斯电影节表示，人工智能威胁电影和新闻业](https://longbridge.com/zh-CN/news/297788187.md) - [华纳兄弟探索公司董事 Kenneth W. Lowe 出售了价值 567 万美元的普通股](https://longbridge.com/zh-CN/news/298080241.md) - [威瑞森业务首席执行官 Kyle Malady 出售了 1,100 股威瑞森股票，总价值为 55,550 美元](https://longbridge.com/zh-CN/news/297813146.md) - [威瑞森的故障在全国范围内引发了新一轮的投诉浪潮](https://longbridge.com/zh-CN/news/298022434.md) - [标普 500 指数中只有少数股票的收益率超过 5%。这是我在九月份推荐购买的首选股票](https://longbridge.com/zh-CN/news/298194112.md) --- > **免责声明: 本文仅供参考，不构成任何投资建议。**