迪士尼（DIS）股价在4月6日（周日）夜盘交易中大跌5.40%，引发市场关注。尽管公司消费品业务表现亮眼，但投资者似乎对公司整体前景持谨慎态度。
根据最新财报数据，迪士尼2024财年消费品收入达92.04亿美元，同比增长3.2%。其中，商品IP授权收入表现突出，达37.84亿美元，同比增长21%。这反映出迪士尼在知识产权变现方面的强劲能力，公司围绕自有IP构建了包括玩偶周边、食品饮料、饰品、服装、家居家电等在内的多元化产品矩阵。
然而，消费品业务的增长似乎难以抵消投资者对公司其他业务领域的担忧。尽管具体原因尚不明确，但市场可能担心迪士尼在流媒体、主题公园等核心业务领域面临的挑战。此外，宏观经济环境的不确定性也可能影响投资者信心。这一股价下跌表明，尽管迪士尼在IP商业化方面取得进展，但投资者可能需要看到公司更全面的业绩改善才能恢复信心。
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