經濟學人世界新聞簡訊 2023/9/20

迪士尼將在未來十年內將在主題公園、度假村和郵輪上的支出增加一倍至600億美元

迪士尼宣布計劃在未來十年內將在主題公園、度假村和郵輪上的支出增加一倍至600億美元。該公司主題公園業務的利潤幫助這家美國娛樂巨頭抵消了其苦苦掙扎的視頻流媒體服務造成的損失。迪士尼的提案包括向其位於佛羅里達州的度假村迪士尼世界投資170億美元，儘管該公司與該州州長羅恩·德桑蒂斯存在長期爭端。

Disney announced plans to double spending on theme parks, resorts and cruise lines to $60bn over the next decade. Profits from its parks business have helped the American entertainment behemoth offset losses from its ailing video-streaming service. Disney’s proposal includes an investment of $17bn in Disney World, its Florida resort, despite a long-running dispute with the state’s governor, Ron DeSantis.

出處: 香港旅遊發展局

迪士尼宣布在未來十年內將在主題公園、度假村和郵輪上的支出增加一倍至600億美元，這是一項重大投資。這表明該公司相信這些業務具有強勁的未來，並致力於保持其作為全球領先的家庭娛樂提供商的地位。

Disney's decision to double its spending on theme parks, resorts, and cruise lines over the next decade is a significant investment. It is a sign that the company believes that these businesses have a strong future, and that it is committed to maintaining its position as the world's leading provider of family entertainment.

這項投資也反映了娛樂產業的變化。過去，迪士尼在收入方面主要依靠其電影和電視部門。然而，近年來，該公司面臨來自Netflix和亞馬遜Prime Video等流媒體服務的激烈競爭。因此，迪士尼將其重點轉向其主題公園和度假村業務，這些業務不太容易受到新技術的擾亂。

The investment is also a reflection of the changing nature of the entertainment industry. In the past, Disney relied heavily on its film and television divisions for revenue. However, in recent years, the company has been facing increasing competition from streaming services such as Netflix and Amazon Prime Video. As a result, Disney has been shifting its focus to its theme parks and resorts businesses, which are less vulnerable to disruption from new technologies.

這項投資還可能對美國經濟產生積極影響。主題公園和度假村行業是主要的雇主，迪士尼的投資將在其公園和度假村所在的社區創造新就業機會並促進經濟活動。

The investment is also likely to have a positive impact on the US economy. The theme parks and resorts industry is a major employer, and Disney's investment will create new jobs and boost economic activity in the communities where its parks and resorts are located.

但是，迪士尼的投資也存在一些風險。主題公園和度假村行業是週期性的，迪士尼的業務可能會受到經濟衰退或其他經濟衰退的影響。此外，迪士尼面臨來自其他主題公園運營商的激烈競爭，例如環球影城和六旗。

However, there are also some risks associated with Disney's investment. The theme parks and resorts industry is cyclical, and Disney's business could be affected by a recession or other economic downturn. Additionally, Disney faces increasing competition from other theme park operators, such as Universal Studios and Six Flags.

總體而言，迪士尼決定在主題公園、度假村和郵輪上的支出增加一倍是一次大膽的舉措，有可能獲得豐厚的回報。但是，該公司需要仔細管理相關風險，以確保投資取得成功。

Overall, Disney's decision to double its spending on theme parks, resorts, and cruise lines is a bold move that could pay off handsomely. However, the company will need to carefully manage the risks involved in order to ensure that the investment is successful.

以下是一些額外的思考：

• 迪士尼的投資也是對後疫情時代復甦的信心。該公司押注即使在疫情消退後，人們仍將繼續旅行並在休閒活動上花錢。
• 迪士尼的投資很可能會導致其主題公園和度假村的新穎和創新的景點和體驗。這可能有助於吸引新遊客並讓現有遊客回頭再來。
• 迪士尼的投資也可能對環境產生積極影響。該公司致力於減少碳足跡並使其運營更加可持續。這可能使迪士尼的主題公園和度假村更具吸引力，更符合環保意識的消費者。

總體而言，迪士尼決定在主題公園、度假村和郵輪上的支出增加一倍是一項重大發展，很可能對公司、行業和經濟產生重大影響。

Here are some additional thoughts:

• Disney's investment is also a sign of confidence in the post-pandemic recovery. The company is betting that people will continue to travel and spend money on leisure activities even after the pandemic has subsided.
• Disney's investment is likely to lead to new and innovative attractions and experiences at its theme parks and resorts. This could help to attract new visitors and keep existing visitors coming back for more.
• Disney's investment could also have a positive impact on the environment. The company has committed to reducing its carbon footprint and making its operations more sustainable. This could make Disney's theme parks and resorts more appealing to eco-conscious consumers.

Overall, Disney's decision to double its spending on theme parks, resorts, and cruise lines is a significant development that is likely to have a major impact on the company, the industry, and the economy.

_{Sources: https://www.economist.com/the-world-in-brief}

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