1110亿夺权战：甲骨文太子截胡华纳，奈飞白赚28亿转身搞AI

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谁才是最大赢家？作者｜野子编辑｜时楠点击收听本文播客奈飞白赚28亿“分手费”后，转身就收购了一家AI影视技术公司。这几个月，好莱坞爆发了一场疯狂的收购案。原本，流媒体巨头奈飞（Netflix）都已经和华纳兄弟探索公司（WBD）谈好了，准备以827亿美元拿下这个百年传媒帝国。结果，甲骨文老板拉里·埃里森的亲儿子大卫·埃里森，直接砸出1110亿美元的天价要“截胡”。80岁的甲骨文老板为了儿子的好莱坞梦...

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href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260309081235a459668f&s=b><strong>新质动能</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>谁才是最大赢家？作者｜野子编辑｜时楠点击收听本文播客奈飞白赚28亿“分手费”后，转身就收购了一家AI影视技术公司。这几个月，好莱坞爆发了一场疯狂的收购案。原本，流媒体巨头奈飞（Netflix）都已经和华纳兄弟探索公司（WBD）谈好了，准备以827亿美元拿下这个百年传媒帝国。结果，甲骨文老板拉里·埃里森的亲儿子大卫·埃里森，直接砸出1110亿美元的天价要“截胡”。80岁的甲骨文老板为了儿子的好莱坞梦...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260309081235a459668f&s=b\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU2250418816.HKD","symbol_name":"BGF WORLD TECHNOLOGY \"A\" (HKD) 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2.8 billion to turn around and engage in AI","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"NFXS":0.6,"NFXL":0.6,"NFLU":0.6,"NFLX":1.96,"ORCX":0.6,"NFLW":0.6,"NFLP":0.6,"NFLY":0.6,"ORCS":0.6,"ORCU":0.6,"ORCL":1.91},"content_text":"谁才是最大赢家？作者｜野子编辑｜时楠点击收听本文播客奈飞白赚28亿“分手费”后，转身就收购了一家AI影视技术公司。这几个月，好莱坞爆发了一场疯狂的收购案。原本，流媒体巨头奈飞（Netflix）都已经和华纳兄弟探索公司（WBD）谈好了，准备以827亿美元拿下这个百年传媒帝国。结果，甲骨文老板拉里·埃里森的亲儿子大卫·埃里森，直接砸出1110亿美元的天价要“截胡”。80岁的甲骨文老板为了儿子的好莱坞梦，直接甩出400多亿美元的个人担保给儿子撑腰。面对这种简单粗暴的“钞能力”，奈飞表现极为理智。他们没有死磕到底，而是潇洒拿走了28亿美元（约合人民币200亿元）的天价“分手费”。更有意思的是，白赚28亿的奈飞转头官宣，收购由好莱坞影星本·阿弗莱克创立的AI影视技术公司InterPositive。一边是甲骨文“太子”背负千亿美元债务，吞下旧好莱坞的庞然大物，另一边是流媒体新贵，拿着巨额违约金转身拥抱AI时代。这长达90天的夺权大戏，是如何一步步演变成今天这个局面的？拿走28亿天价分手费，奈飞转身拥抱AI新贵在商业世界里，懂得什么时候上桌是本事，懂得什么时候下桌才是大智慧。面对派拉蒙天舞（Paramount Skydance）高达1110亿美元的疯狂抬价，奈飞按照协议原本有四天的考虑时间来决定是否加价跟进。全好莱坞都在屏息以待，以为奈飞会为了夺取《哈利·波特》、DC宇宙和华纳影业的制作能力血拼到底。奈飞高层却展现出了极其冷酷的理性。2月26日，奈飞发布声明，匹配31美元的报价“不再具有财务吸引力”，正式退出竞购。他们走得极其潇洒，根据协议，顺手从华纳的账上划走了一笔高达28亿美元的终止交易费，而这笔巨款实际上是由派拉蒙代垫的。奈飞退出的根本原因，远不止是“嫌贵”。在奈飞的商业版图里，他们想要的是HBO的创作体系和超级英雄IP，用来充实流媒体内容库。奈飞极其反感华纳旗下的CNN、Discovery等传统有线电视网络，认为这些是正在衰退的包袱。如果硬着头皮买下整个华纳，不仅要背上沉重的历史债务，还会让公司陷入传统媒体复杂的组织架构中，决策变慢，这彻底违背了奈飞“轻资产、快速迭代”的互联网基因。市场对奈飞的清醒退让，给出了极高的评价，消息公布当天，奈飞股价大涨近10%。拿着28亿美元巨款的奈飞，立刻暴露了他们真正的野心——用前沿科技重塑内容生产。3月5日，放弃华纳后，奈飞转身就宣布收购了AI影视技术公司InterPositive。这家由本·阿弗莱克创立的公司，核心业务是为电影制作人开发AI驱动工具。与Sora那种仅靠文本直接生成短视频的应用不同，InterPositive的技术聚焦于影视制作与后期环节，用AI帮创作者简化繁琐的流程，提升制作效率。收购完成后，InterPositive整个团队并入奈飞，阿弗莱克本人也将出任高级顾问。奈飞的这步棋走得非常毒辣：既然买传统制片厂太重、太贵，不如直接买下最前沿的AI技术。利用AI来提升内容制作效率，远比背着几百亿债务去消化一个传统电视台划算得多。与此同时，这场交易里还诞生了另一个赢家——华纳现任CEO David Zaslav。这位被称为好莱坞最精明“算账人”的高管，早就为自己埋下了“控制权变更”条款。无论公司卖给谁，只要交易达成，他个人的巨额股票期权就将全额兑现，有望一次性拿到数亿美元的惊人回报。老爸豪掷400亿担保，甲骨文太子硬刚流媒体巨头这场震撼全球的世纪并购，到底是怎么演变到今天这个局面的？时间倒回几个月前，华纳兄弟其实已经是奈飞的囊中之物。2025年秋天，深陷债务泥潭、股价长期低迷的华纳兄弟探索公司启动战略评估，华尔街立刻嗅到了血腥味。同年12月，奈飞突然宣布与华纳达成收购协议，估值约827亿美元。就在所有人都以为这笔交易即将板上钉钉时，甲骨文老板的儿子，大卫·埃里森，带着他的派拉蒙杀了出来，发起了敌意收购。作为甲骨文创始人拉里·埃里森的亲儿子，大卫从小就对写代码和看财报毫无兴趣，反而痴迷于开飞机和拍电影。13岁收到老爸送的特技飞机，17岁成为专业飞行员。后来他考入南加州大学电影学院，大四觉得教得太慢索性辍学。拿着家里的信托基金，他去当了带资进组的演员，并且遭遇了票房惨败。老爸拉里·埃里森完全不在乎儿子的失败，甚至鼓励他换个玩法。于是，大卫成立了“天空之舞”传媒，自己当老板做制片人。到了2024年，大卫靠着老爸的80亿美元资金支持，直接上演“蛇吞象”，吞并了百年巨头派拉蒙。这一次，大卫的胃口更大了。他不想像奈飞那样把华纳拆开卖，他的目标是打造一个囊括新闻、有线电视、流媒体和电影的庞大帝国。华纳董事会起初根本看不上大卫的方案。他们觉得，派拉蒙这笔交易杠杆太高，而且资金来源是“可撤销的家族信托”，万一中途变卦，华纳就会陷入万劫不复的境地。华纳董事会成员还在批评派拉蒙的融资方案“不切实际”。看着儿子被华纳董事会百般刁难，80岁的拉里·埃里森怒了。这位全球第三大富豪、身家约2473亿美元的科技老炮儿，直接签了一份具有法律约束力的文件：为这笔收购的股权融资提供404亿美元的“不可撤销个人担保”。这笔巨资相当于拉里·埃里森全部身家的六分之一。老爷子霸气放话，这笔钱不可撤销，也不会转移信托资产。这招“钞能力”，也击碎了华纳董事会的防线。有了老爸的金钱和信用背书，大卫瞬间底气爆棚，直接把报价推高到每股31美元，总估值约1110亿美元，并且承诺全现金收购，违约金也提高到了与奈飞持平的水平。在绝对的实力面前，华纳董事会宣布,派拉蒙的方案为“更优方案”，从而逼退了奈飞。1110亿吞下百年帝国，太子接手“烫手山芋”？甲骨文“太子”大卫如愿以偿拿下华纳。合并后的派拉蒙-华纳，将拥有CBS与CNN、HBO Max与派拉蒙+、华纳兄弟与派拉蒙影业。这标志着好莱坞传统的“五大”制片厂时代彻底终结，一个在体量上足以对抗迪士尼的超级媒体寡头正式诞生。欲戴王冠，必承其重。大卫接手的，是一个充满风险的庞然大物。这笔1100亿美元的交易中，股权价值约810亿，承接华纳现有的长期债务高达290亿。为了完成支付，派拉蒙需要进行470亿美元的股权融资（由埃里森家族、部分主权财富基金等提供）和540亿美元的债务融资（由美银、花旗等提供过桥贷款）。这意味着，原本市值仅140亿美元的派拉蒙，将背负起近900亿美元的巨额债务。为了帮儿子填补资金缺口，拉里·埃里森不可避免地要动用自己最核心的资产——甲骨文股票。他目前持有价值超1640亿美元的甲骨文股票。虽然他此前已经质押了3.46亿股（目前价值约500亿美元）用于资助外部商业项目，足以覆盖此次出资承诺，不需要直接抛售，但这依然是一场极其危险的走钢丝。背负沉重债务的超级并购，往往会扰动市场，引发投资者对甲骨文高负债和AI数据中心支出的担忧，从而压低相关公司的股价。更微妙的是，派拉蒙接管CBS后，已经对新闻机构进行了重组，包括收购独立媒体《The Free Press》并任命其创办人Bari Weiss为CBS News主编。这一系列人事变动，在业界引发了激烈讨论。这场商业并购，实际上已经演变成了一场资本、媒体交织的深度博弈，埃里森父子在华盛顿的人脉，或许能充当一道有力的“护身符”。对于好莱坞底层的编剧、演员和幕后工作者来说，凛冬才刚刚开始。为了偿还那庞大的债务，合并后的新公司可能会开启一场史无前例的裁员与成本削减风暴。面对一个更加垄断、买方定价权更强的寡头市场，好莱坞的打工人们将面临前所未有的生存压力......","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"corporation","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"}}}