2026年5月4日 / 美国东部时间上午10:42 / 哥伦比亚广播公司新闻
游戏驿站(GameStop)已提出以555亿美元收购eBay,此举将使这家视频游戏零售商掌控这家拥有数十年历史的在线市场平台,用户可在该平台买卖收藏品、服装及其他商品。
根据这项收购提议,游戏驿站于周日表示,将以现金加股票的方式,按每股125美元的价格收购eBay。这家总部位于得克萨斯州普莱诺的游戏公司目前已持有eBay 5%的股份。
游戏驿站首席执行官瑞安·科恩在致eBay董事会主席的一封信中称,公司已获得德银证券(TD Securities)的承诺,将注资200亿美元以助力这笔收购交易。
eBay于周一表示,将“仔细审阅并考量这项主动提出的收购提议,以确定符合公司及全体eBay股东最佳利益的行动方案”。
率先报道游戏驿站收购eBay消息的《华尔街日报》称,若eBay拒绝这笔交易,科恩准备发起敌意收购。科恩在接受该报采访时表示,eBay有望成为“亚马逊的真正竞争对手”。
“eBay当前的估值——以及未来的价值——本应更高,”他告诉该报,“我考虑将eBay打造成一家价值数千亿美元的企业。”
游戏驿站于2023年任命科恩担任首席执行官,旨在扭转其陷入困境的零售业务——当时该公司正丧失市场份额,且面临来自在线游戏销售商的激烈竞争。在出任首席执行官一职前,这位创办了宠物食品公司Chewy的亿万富翁已是游戏驿站最大的个人投资者。
游戏驿站的市值接近120亿美元,规模远低于市值约490亿美元的eBay。2021年,散户投资者通过Reddit论坛集结起来,大举买入游戏驿站股票,推动其股价暴涨逾2000%,该公司因此一度广受关注。这场散户抱团行动也推高了其他所谓“ meme股票”的股价。
周一早盘交易中,游戏驿站股价下跌2%,至26美元。eBay股价则上涨5%,至109.72美元。
GameStop offers to buy eBay for $55.5 billion as video game seller threatens hostile bid
May 4, 2026 / 10:42 AM EDT / CBS News
GameStop has offered to buy eBay for $55.5 billion, a move that would give the video game retailer control over a decades-old online marketplace where people can buy and sell collectibles, apparel, and other goods.
Under the takeover proposal, GameStop said on Sunday it is offering $125 per share for eBay in cash and stock. The video game company, based in Grapevine, Texas, already has a 5% stake in eBay.
GameStop CEO Ryan Cohen said in a letter to eBay’s chairman of the board that it has received a commitment from TD Securities to contribute $20 billion to help fund the deal.
eBay said on Monday that it will “carefully review and consider the unsolicited proposal to determine the course of action that it believes is in the best interests of the company and all eBay shareholders.”
The Wall Street Journal, which first reported GameStop’s offer for eBay, said Cohen is prepared to launch a hostile bid if eBay rejects the deal. EBay could be a “legit competitor to Amazon,” Cohen said in his comments to the Journal.
“EBay should be worth — and will be worth — a lot more money,” he told the paper. “I’m thinking about turning eBay into something worth hundreds of billions of dollars.”
GameStop appointed Cohen as CEO in 2023 in an effort to overhaul its ailing retail business, which was losing market share and facing stiff competition from online game sellers. Before taking the role, Cohen, a billionaire who founded pet food company Chewy, was GameStop’s largest individual investor.
GameStop has a market capitalization of nearly $12 billion and is far smaller than eBay, which is valued at around $49 billion. The video game company generated buzz in 2021 after retail investors, mobilizing on Reddit, started snatching up GameStop shares, driving it up more than 2,000%. The campaign also drove up shares in other so-called “meme stocks.”
GameStop shares fell in early trading on Monday, dropping 2% to $26. EBay’s stock rose 5% to $109.72.
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