Parkev Tatevosian, CFA 对 $NFLX 的判断变化

2026-09-08看涨
《Creating a Forever Portfolio: 5 Stocks to Buy and Never Sell》
奈飞(NFLX)是核心长期持有标的;尽管存在消费者转向短视频的风险,但其强劲的单位经济性和不断增长的内容库使其当前82美元股价相对于127美元公允价值被低估。

接下来我要重点介绍的一只股票,是作为买入并永远持有的候选,那就是流媒体领导者Netflix。Netflix花了十多年时间学习如何以经济高效的方式创作消费者喜欢观看的内容。

The next stock I will highlight as a candidate to buy and hold forever is Netflix, the leader in live streaming. Netflix has spent more than a decade learning how to create content that consumers love to watch and to do so in a cost-effective way.

当然,任何工作室都能制作出精彩的内容,花数亿美元拍一部人人都爱的电影,但你能在继续制作预算数亿美元的电影的同时赚钱吗?这就是难点。

Of course, any studio can produce great content and spend hundreds of millions of dollars to make a movie that everyone loves, but can you make money while continuing to produce that movie with a budget of hundreds of millions? This is the difficult part.

2026-09-06看涨
《Think AI is a Bubble Waiting to Burst? 3 Relatively Safe Stocks You Can Buy》
奈飞(NFLX)是强力买入;公允价值127美元对比当前81美元,意味着12-18个月内有57%的上涨空间。

Netflix 实际上是我目前最喜欢买入的股票之一,我将其排在前十名。我在投资组合中持有 Netflix 股票,作为我最大的投资头寸之一。

Netflix is actually one of my favorite stocks to buy right now. I ranked it among the top ten. I own Netflix shares in my portfolio as one of my largest investment positions.

我估计 Netflix 股票的公平价值为 127 美元。当前市场价格为 81 美元。我预计 Netflix 股票在未来 12 到 18 个月内将上涨 57%。

I have estimated the fair value of Netflix shares at $127. The current market price is $81. I expect Netflix stock to rise by 57% over the next 12 to 18 months.

2026-09-02看涨
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