$AMC · The Motley Fool · 2026-11-05
AMC财报后下跌9%。说话者认可其确有实质改善——观众回流、恢复营业利润、忠诚度计划提升吸引力——但并不认为AMC必然是出色的长期股票，指出其市值28亿美元而企业价值近100亿美元，并称只有在很多“如果”都成立的情况下才可能成功；他更愿意持有正在整合的制片厂，也不是那种会这样投资电影生意的人。
逐段跳播
我想快速提一下，我没有听 AMC 的电话会议，但他们确实发布了财报。股价下跌了9%。这是那种我觉得跟踪起来非常有意思的公司之一。人们开始重新回到电影院了。他们开始赚一点利润了。
我想他们的会员计划叫 AMC Plus。我就是会员。我甚至不知道它到底叫什么。但它至少可能让人们在边际上更有动力去 AMC 影院，而不是去别的影院。而且回到营业利润，对一家亏了很多钱的公司来说是个积极信号。
我不知道这是否一定是一只长期非常出色的股票，但它确实有——让我看看，市值是28亿美元，企业价值接近100亿美元。如果情况持续改善，那可能会行得通。但这有太多“如果”了。我不是那种会这样投资电影行业的人。
我更愿意持有制片厂，尤其是随着制片厂整合，它们拥有大得多的权力。不过是的，那家公司至少在一定程度上达到了预期，而且看到人们回到影院也是件好事。
I wanted to quickly bring up I did not listen to the conference call for AMC, but they did report earnings. Stocks down 9%. This is one of those companies that I it's it's just so interesting to follow.
Uh, people are starting to go back to the movies again. They're starting to make a little bit of a profit. Uh, I think their member program is AMC Plus. I I'm I'm a member of that.
I don't I don't even know what it's called. uh but is making you know making it at least maybe a little more more attractive on a incremental basis to go to an AMC theater instead of a different theater.
Uh and that you know back to operating profit is a positive for a company that lost a lot of money. I don't know that this is necessarily a phenomenal stock long term but it does have a let's see market cap is $2.8 billion enterprise value is almost 10 billion. you know, if things keep improving, that could that could work out.
That's a lot of ifs. I'm not I'm not one to invest in the movie business uh like that. I would much rather own the studios who ultimately, especially as studios consolidate, they've just got a lot more power.
Um but yeah, that one was uh at least they are living up to some of the expectations and it it's also good to see people going back to theaters.