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总结
据CNN等媒体报道,流媒体巨头奈飞(Netflix)已修订对华纳兄弟探索(Warner Bros. Discovery)的收购/合并要约,将原先“现金+普通股”的对价结构调整为全现金支付,并在监管披露文件中更新交易条款(报道提及每股约27.75美元)。此举被视为在竞购与行业整合背景下提高交易确定性、增强对目标公司股东的吸引力,并在竞争对手可能推动相关交易的情况下强化谈判筹码。若后续推进,或加速美国传媒与流媒体行业并购整合,并对两家公司估值与股价预期产生影响。
正文
Netflix revises its offer for Warner Bros. Discovery. Now, it's all cash CNN Netflix Revamps Its Warner Bros. Bid, Seeking to Thwart Paramount The New York Times Warner Strikes New All-Cash Deal With Netflix The Wall Street Journal Netflix Sweetens Warner Bros. Terms to All Cash in Bidding War Bloomberg.com Netflix goes all-cash in Warner Bros. Discovery offer Axios
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