在整个继任规划过程中，艾格为内部候选人提供了系统的指导。在完成交接后，他将继续担任公司高级 顾问及董事会成员，直至2026年12月31日退休。 （文章来源：北京商报） 作为公司规模最大的业务板块负责人，戴明哲目前领导的迪士尼体验业务板块在2025财年营收达360亿 美元，在全球拥有18.5万名演职人员及员工。戴明哲在迪士尼拥有近28年工作经验，他是迪士尼体验历 史上最大规模全球扩张的关键推动者，并在财务表现、创意创新及游客满意度方面，带领该业务板块屡 创新高。 同时，现任迪士尼娱乐联合主席 Dana Walden 将升任华特迪士尼公司总裁兼首席创意官，该任命同样将 于3月18日生效。作为迪士尼娱乐联合主席，Walden 负责领导迪士尼在全球范围内的娱乐、新闻及内容 业务，包括公司的流媒体业务。 北京商报讯2月4日，华特迪士尼公司董事会宣布，迪士尼体验业务主席戴明哲将接替罗伯特·艾格，担 任公司首席执行官。该任命将于2026年3月18日举行的公司年度股东大会正式生效。届时，戴明哲也将 加入公司董事会。 ...

Group 1 - The Walt Disney Company announced the appointment of Josh D'Amaro as CEO, effective March 18, 2026, succeeding long-time CEO Robert A. Iger [2] - D'Amaro's annual base salary will be $2.5 million, with a target annual performance bonus of 250% of his base salary, and a long-term incentive award of $26.25 million [2] - D'Amaro has been with Disney since 1998 and has served as Chairman of Disney Parks, Experiences and Products since 2020, overseeing 12 theme parks and 57 hotels globally [2] Group 2 - Dana Walden has been appointed as President and Chief Creative Officer, reporting directly to D'Amaro [3] - Robert A. Iger praised D'Amaro as an outstanding leader with a keen insight into the Disney brand and the ability to combine creativity with operational excellence [3] Group 3 - Iger's announcement of his plan to step down as CEO ended years of succession uncertainty at Disney [4] - Iger has led Disney for nearly 20 years, significantly expanding the company's business through strategic acquisitions, including the Shanghai Disneyland project [4] - This marks Iger's second departure as CEO, having previously stepped down in 2020, with Bob Chapek succeeding him during a tumultuous period for the company [4] Group 4 - D'Amaro faces significant challenges, including the decline of traditional television and the need for profitability in streaming services [5] - The theme parks and experiences segment remains a cash cow for the company, but a $60 billion expansion plan requires substantial capital and operational excellence [5] - Disney reported Q1 revenue of $25.98 billion, exceeding estimates of $25.69 billion, with adjusted earnings per share of $1.63, a 7% decrease year-over-year [5]

流媒体业务：订阅视频点播（SVOD）业务营收同比增长11%，营业利润4.5亿美元，营业利润率8.4%。 据华特迪士尼公司截至2025年12月27日的2026财年第一季度财报显示，总营收260亿美元，同比增长 5%；税前利润37亿美元，与上年同期持平；总部门营业利润46亿美元，同比下降9%（上年同期51亿美 元）；摊薄后每股收益1.34美元，同比下滑4%（上年同期1.40美元）；调整后每股收益1.63美元（上年 同期1.76美元）。 体验板块：营收100亿美元，同比增长6%；营业利润33亿美元，同比增长6%；美国本土主题公园入园 人数同比增长1%，单客消费额同比提升4%。 娱乐板块：营收同比增长7%；营业利润1.1亿美元，同比下降35%；2025自然年工作室全球票房65亿美 元，累计拥有37部全球票房破10亿美元影片。 体育板块：营业利润1.91亿美元，同比下滑23%（上年同期减少5600万美元）；营收49.1亿美元，同比 微增1%。 现金流及股东回报：经营活动现金流7.35亿美元（上年同期32.1亿美元）；本季度股票回购20.3亿美元 （累计1846万股），剩余可回购股份约3.21亿股；每股股息0.75美元， ...

(华特迪士尼公司) 当地时间2026年2月3日，华特迪士尼公司董事会宣布，迪士尼体验业务主席戴明哲(Josh D'Amaro)将接 替罗伯特.艾格(Robert A.Iger)，担任公司首席执行官。该任命将于2026年3月18日举行的公司年度股东大 会正式生效。届时，戴明哲也将加入公司董事会。 同时，现任迪士尼娱乐联合主席Dana Walden将升任华特迪士尼公司总裁兼首席创意官，该任命同样将 于3月18日生效。作为迪士尼娱乐联合主席，Walden负责领导迪士尼在全球范围内屡获殊荣的娱乐、新 闻及内容业务，包括公司的流媒体业务。在这一公司历史上首次设立的职位中，Walden将直接向戴明 哲汇报。 ...

关注" 新华网财经 "视频号 更多财经资讯等你来看 往期推荐 腾讯"元宝分10亿"活动2月1日0点正式开启，用户最高可领万元现金红 包，官方攻略发布 亚马逊官宣裁撤1.6万个职位 据迪士尼中国官方微信公众号， 美国当地时间2026年2月3日 ，华特迪士尼公司董事会宣布，迪士尼体验业务主席戴明哲（Josh D'Amaro）将接替罗伯特· 艾格（Robert A. Iger），担任公司首席执行官 。该任命将于2026年3月18日举行的公司年度股东大会正式生效。届时，戴明哲也将加入公司董事会。 华特迪士尼公司董事会主席 James Gorman 表示，在整个遴选过程中，戴明哲展现了对公司未来发展的清晰愿景，以及对迪士尼在不断变化的市 场环境中独特创意精神的深刻理解。他在商业成就方面成绩斐然，曾与娱乐产业中众多重量级创作者携手合作，将他们的故事带入我们的主题乐 园，充分展现了迪士尼的故事讲述与前沿科技相结合的强大力量。 据介绍，现任迪士尼娱乐联合主席 Dana Walden 将升任华特迪士尼公司总裁兼首席创意官，该任命同样将于3月18日生效。 ...

Software Industry - The software sector is experiencing significant declines, with many companies down 9-10% in a single day, and year-to-date performance showing Teladoc down 27% and HubSpot down nearly 40% [1][2] - Cisco and Zoom are among the few companies in the software sector showing positive performance [2] - The divergence between software and semiconductor stocks is notable, with semiconductor ETFs performing positively, while software ETFs are down 20% [3][4] Semiconductor Industry - The semiconductor sector presents a contrasting narrative, with smaller companies compensating for declines in major players like Nvidia and Broadcom [2] - SanDisk has seen an increase of nearly 200%, and Western Digital is up 70% year-to-date [2] Investment Trends - Value stocks are outperforming growth stocks, with value up 5% year-to-date while growth is down 3% [6][7] - The current market environment is seeing a shift where institutional investors are rotating out of previously successful stocks into new opportunities, particularly in AI-centric companies [30][32] AI and Technology - The integration of AI is driving significant changes in the technology landscape, with companies like Palantir capitalizing on the demand for AI solutions [56][60] - The AI sector is expected to generate substantial revenue growth, with companies like Snowflake and DataDog positioned to benefit from the ongoing transformation [65][66] IPO Market - There is a growing anticipation for IPOs, particularly from companies like SpaceX and OpenAI, with expectations that SpaceX will go public first [22][23] - The current sentiment around M&A and IPOs is at a six-year high, indicating a favorable environment for new public offerings [42] Market Dynamics - The market is currently characterized by a high level of volatility, but there is a growing confidence among companies to go public despite this uncertainty [40][41] - The balance sheets of companies are under increased scrutiny as they navigate significant capital expenditures while managing revenue growth [78]

Core Viewpoint - The transition of leadership at Disney, with Josh D'Amaro taking charge, highlights the increasing importance of the parks division, which has become the main profit driver for the company, contributing approximately 60% of profits compared to 30-35% a few years ago [4][21]. Group 1: Leadership Transition - Josh D'Amaro's appointment as CEO is seen as a strategic move to emphasize the parks business, which is critical for Disney's future profitability [5][21]. - Bob Iger's decision to step down earlier than expected signals a desire for a clean transition, allowing D'Amaro to establish his own strategy without lingering influence [7][25]. - Dana Walden's new role as Chief Creative Officer is significant, as she brings valuable connections to Hollywood, although her lack of parks experience is noted [8][22]. Group 2: Business Performance and Strategy - The parks division is expected to drive growth, with a $60 billion capital expenditure investment planned, and new cruise capacity anticipated to contribute 40% of growth by fiscal 2026 [12][13]. - Despite recent volatility in attendance and macroeconomic challenges, the long-term outlook for Disney remains positive due to its diversified portfolio and ongoing international expansions, such as the opening of the World of Frozen in Disneyland Paris [16][17]. - The company is navigating the transition from traditional pay television to streaming, with a focus on improving profitability in the streaming segment, which is crucial for future growth [31][33]. Group 3: Market Position and Valuation - Disney's stock performance has been stagnant over the past decade, primarily due to the decline of traditional media, but the company is now positioned for potential revaluation as it shifts focus to growth-oriented segments [29][34]. - The parks and experiences segment is viewed as a stable profit generator, while the entertainment side is seen as shrinking, necessitating a strong performance in experiences for overall success [21][22]. - The company is expected to face short-term headwinds, such as dips in domestic tourism, but the long-term growth potential remains robust [34].

Group 1 - The core issue revolves around the quality concerns of Chow Sang Sang's gold pendants, which were found to have varying gold content levels, with the highest at 99.99% and the lowest at 64.37%, showing a difference of 35.62% [3][5] - Chow Sang Sang's official response emphasized that all their gold products meet national standards, with a gold content of no less than 990‰, and they are taking the matter seriously by conducting further tests [5][3] - The company has sent the same batch of products for testing to the National Gemstone and Jewelry Testing Center, which confirmed the gold content as 99.99% in multiple tests [5][3] Group 2 - The market is experiencing significant volatility, with various sectors, including precious metals, facing sharp declines due to panic selling and high leverage [17][12] - The domestic automotive market is showing a clear divide, with traditional brands like SAIC and Geely seeing over 20% growth, while new energy vehicle startups are facing collective declines [17] - The gaming industry is under scrutiny for potential tax adjustments, with rumors causing stock price drops among major companies like Tencent, although these rumors have been deemed unreliable [14][12]

Core Viewpoint - Shareholders are expecting D'Amaro to create value as the company has lagged behind the broader stock market for several years during its challenging transition from television to streaming [1] Group 1 - The company has underperformed compared to the broader stock market for years [1] - The transition from television to streaming is described as difficult [1]

总台记者当地时间2月3日获悉，根据美国华特迪士尼公司（迪士尼）的任命，其主题公园及度假区业务 负责人乔什·达马罗将接替罗伯特·艾格，出任该公司首席执行官。（总台记者 赵淼） (资料图) ...