异动解读 | 失去英超转播权致股价重挫 爱奇艺下一步何去何从?

异动解读
18 Oct 2024

2024年10月17日,爱奇艺股价盘中大跌5.31%,截至收盘下跌5.10%,报收2.33美元/股。公司股价暴跌与其即将失去英超联赛在中国内地及澳门地区的新媒体独家版权存在一定关联。

据报道,中国移动咪咪公司已与英超联赛达成新一轮2025/26-2027/28赛季的独家新媒体转播合约,合同总价超过1.7亿美元,结束了爱奇艺长达4年对该项目的垄断地位。

英超联赛无疑是爱奇艺最重要的体育版权之一。失去这一引流重头戏,势必令爱奇艺在用户规模和营收方面遭受重创,从而打击了投资者对公司长期发展前景的信心。未来,爱奇艺能否继续保持其在国内视频行业的领先地位,还需拭目以待。

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