$NFLX
这只股票

Invest with Henry 对 $NFLX 的判断变化

频道资料 →共 2 条
2026-09-25看涨
《25 Minutes Retirement Strategy for anyone with $50,000》
NFLX 被认为估值便宜；尽管近期因增长预期偏低而股价下跌，仍愿意通过卖出看跌期权被行权的方式在 65 美元持有该股。

那么，我会用 Netflix。我选 Netflix 是因为它是我最喜欢的，我会在今天演讲快结束时更详细地讲 Netflix，但现在我先用这个例子来给你们说明什么是价差。

So, I will use Netflix. I chose Netflix because it's my favorite, I'll go into more detail about Netflix towards the end of today's presentation, but for now I'll show you this example to illustrate what a spread is.

我确实有一些例子，比如 SoFi 和 Netflix，我想讨论一下。下一项业务是 Netflix，它已经在市场上存在很久了，但每 1 美元营收它能留下 28 美分。

I do have some examples like SoFi and Netflix that I would like to discuss. The next business is Netflix, who have been in the market for a long time, but for every $1 in revenue they can keep 28 cents.

看原视频09:00
2026-09-12看涨
《5 Stocks I'm Buying Now Before 2027 (Insane Growth Potential)》
Netflix值得买入或持有；鉴于广告业务增长至30亿美元且财务状况稳健，26倍的市盈率是合理的，这与市场认为其增长已结束的观点相矛盾。

Netflix 受到的打击确实非常非常严重，已下跌 35%。

Netflix is really, really hard hit, 35% below.

接下来的一只股票是 Netflix。对投资者来说，Netflix 一直是一只极其非常非常难做的股票。市盈率仍然是 26。所以想一想，这个市盈率并不算特别低，对吧？但 Netflix 的现金流非常稳定。

唯一的问题，也是这只股票下跌的原因，是他们的用户增长没有那么多，包括在国际市场，这是一个巨大的问题。投资者把这视为一个巨大的问题，因为本质上增长已经不再那么有增长性了。

Now the next stock is Netflix. Netflix has been an absolute very very difficult stock to be an investor in. The PE ratio is still 26. So if you think about it, the PE ratio is not super low, okay?

But Netflix has very consistent cash flow. The only issue is and the reason why the stock is down is because they're not getting as much user growth, including internationally, which is a huge problem.

Investors see that as a massive problem because essentially the growth is not as growthy anymore.

看原视频02:14
美股听风