FuboTV(股票代码:FUBO)今日盘中大跌8.76%,引发了市场的广泛关注。
消息面上,分析师预计2025年整个视频流媒体行业将出现更多捆绑产品或各大厂商间并购整合,以获得更佳的规模效应和盈利能力。例如,巴克莱银行分析师认为,目前规模较小的流媒体服务如派拉蒙+、康卡斯特公司的Peacock等,难以在未来数年内实现盈利,需要采取捆绑或整合的方式。
作为独立的小型流媒体运营商,FuboTV等公司可能将在这种整合浪潮中面临更激烈的竞争,市场对其未来发展前景较为担忧。因此预期整个行业加剧整合,独立运营商可能面临收购兼并或被边缘化的风险,导致FuboTV股价在盘中大幅下挫。
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