--- title: "儘管迪士尼創下了收益記錄並達到了流媒體的里程碑,其股價仍然下滑" type: "News" locale: "zh-HK" url: "https://longbridge.com/zh-HK/news/286358045.md" description: "迪士尼報告了創紀錄的收益,調整後的每股收益為 1.57 美元,收入達到 252 億美元,超出預期,並顯示出流媒體運營收入增長了 88%。然而,報告發布後,股價下跌 1.19%,至 104.90 美元,儘管體驗收入強勁且流媒體利潤率達到兩位數,但投資者仍表現出謹慎。分析師建議,如果流媒體利潤率和體驗增長持續,可能會有 20% 的上漲空間,但也警惕體育版權費用上漲和現金流問題等風險" datetime: "2026-05-14T04:45:18.000Z" locales: - [zh-CN](https://longbridge.com/zh-CN/news/286358045.md) - [en](https://longbridge.com/en/news/286358045.md) - [zh-HK](https://longbridge.com/zh-HK/news/286358045.md) --- # 儘管迪士尼創下了收益記錄並達到了流媒體的里程碑,其股價仍然下滑 Earnings beat expectations: Disney’s adjusted EPS rose to $1.57 on $25.2 billion revenue, surpassing analyst forecasts and marking an 88% jump in streaming operating income. Stock drops post-report: Shares fell 1.19% to $104.90 despite record Experiences revenue and the first double-digit streaming margin, reflecting investor caution. Analysts see upside: Wall Street targets suggest up to 20% upside if streaming margins hold and Experiences growth continues, though risks include sports rights inflation and cash flow weakness. ### 相關股票 - [DIS.US](https://longbridge.com/zh-HK/quote/DIS.US.md) ## 相關資訊與研究 - [迪士尼逆轉策略:擱置 ESPN 剝離計劃,押注流媒體整合戰略](https://longbridge.com/zh-HK/news/284578500.md) - [分析師提高了迪士尼 2026 財年的每股收益預期](https://longbridge.com/zh-HK/news/286906058.md) - [騰訊音樂的獨家護城河,自己 “填” 了](https://longbridge.com/zh-HK/news/287617427.md) - [被 AI 搶走飯碗,音樂人起訴 Suno 訓練侵權有戲嗎?](https://longbridge.com/zh-HK/news/287594899.md) - [央視拿下世界盃轉播背後:頂級賽事版權的準公共品重構](https://longbridge.com/zh-HK/news/287234849.md)