根據外媒報道，迪士尼計劃裁員數千人，並要求部分管理層每年削減20%成本。這並不是迪士尼近期的首次裁員。自2023年宣佈裁員7000人以來，迪士尼已實施至少六輪裁員，涉及電影、電視、皮克斯、ESPN及行政部門，管理層也經歷鮑勃·艾格與喬希·達馬羅兩任CEO。 公司通過削減成本改善盈利能力，但股價仍較歷史高點下跌44%，而在這期間，標普500指數上漲了97%。 傳統電視業務持續萎縮、流媒體競爭以及主題公園鉅額資本開支，是影響公司估值修復的主要因素。觀衆轉向社交媒體、在線視頻以及亞馬遜和蘋果的流媒體服務，此消彼長。 迪士尼將在兩週後公佈財年Q4業績，屆時我們將知道所謂“削減20%成本”有多少已經包含在指引中。

沙特阿美首席執行官：儘管行業經歷了前所未有的動盪，但公司的業績依然強勁。

On Nov. 2 the PBOC, the National Administration of Financial Regulation and the CSRC held meetings on an inter-institution swap facility for securities, fund and insurance firms and on re-loans to support share buybacks. Huafu Securities research head Ren Zhiqiang said the package advances multiple market-stabilizing steps: expand and cut fees for the swap facility among securities, fund and insurance companies; convert buyback re-loans into a permanent facility and lower the rate to reduce institutional funding costs and encourage orderly institutional buying; relax limits and clarify participant duties for stabilization-style repo operations and create a closed-loop special repo fund to underpin corporate buybacks; accelerate rollout of initial active ETFs and expand equity fund supply to guide public funds’ countercyclical positioning; and apply countercyclical optimization to margin-financing risk metrics to modestly release financing capacity and mobilize existing trading funds. Ren said the measures aim to repair near-term expectations while building longer-term institutional stability and thereby enhance market resilience to support orderly capital market functioning.