Schwab Network 对 $DIS 的判断变化

频道资料 →本频道有 13 位标注的说话人:BFA and JP Morgan、Bank of America、Berenberg、Bird (analyst firm)、CEO、Citizens、JP Morgan Chase、Jefferies、Morgan Stanley、Oppenheimer、Truist、UBS、Wall Street Journal共 1 条
2026-09-28看涨
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DIS 是强力买入标的:估值倍数偏低(13.9 倍,而平均超过 20 倍),流媒体业务已实现盈利(订阅用户 195M),体验与邮轮业务产能满载,自由现金流达 $10B。

现在,我们来谈谈你今天清单上的下一个项目,Disney。这是对直播流媒体的押注吗?嗯,首先,直播流媒体表现良好。

And now, let's talk about the next project on your list today, Disney. Is this a bet on live streaming? Well, first and foremost, the live stream is performing well.