$NFLX
这只股票

Schwab Network 对 $NFLX 的判断变化

频道资料 →本频道有 11 位标注的说话人：BFA and JP Morgan、Bank of America、Berenberg、CEO、Citizens、JP Morgan Chase、Morgan Stanley、Oppenheimer、Truist、UBS、Wall Street Journal共 2 条
2026-09-09
《Ca$htag$: NFLX Losing to WBD & DIS in Consumer Demand, Live Offers Opportunity》
NFLX 估值偏低，可能已超卖；直播活动与院线发行是可改善增长的两个抓手。

Netflix一直是那种公司之一，如今在投资者眼中，它已不再是流媒体领域的王者，不像过去那样。是的，我认为这是我们追踪了一段时间的一个标的，我们看到消费者需求增长有所放缓，这也反映在营收上。

You know, Netflix has been one of those names that it just hasn't been the king of streaming in terms of how shares have been viewed now as they were in the past. Yeah, I think that this is one that we've been tracking for a little while now where we've seen consumer demand growth just kind of slow down a bit and this tracks in revenue as well.

看原视频00:13
2026-09-03看涨
《Andrew Arons on September Volatility, Buying AAPL, NFLX & TJX》
NFLX被低估，广告和直播体育业务增长强劲；预计年底前股价将上涨。

你提到的第三个名字今年表现不佳。我们说的是 Netflix。它可能是三者中防御性最弱的。那么你如何看待 Netflix，以及这里的机遇是什么？

Well, your third name that you brought up today has suffered a bit this year . We're talking about Netflix here. It is perhaps the least defensive of the three. So how do you view Netflix and what drives the opportunity here?

他们的营收，他们公布的营收为 125 亿美元，预计广告收入将翻倍，这听起来相当不错。他们的核心广告类别增长引擎今年将翻倍至 30 亿美元，而且正如我所说，强制为个人资料单独设置电子邮件正在推动观众转向更多付费账户。

他们进军直播体育看起来非常有前景。备受期待的 NFL 假日比赛为他们提供了巨大的广告库存，而且我认为目前他们的估值较低，交易价格远低于历史高位，这意味着我们可能会看到 Netflix 在接近年底时开始明显接近更高水平。

Well, I mean their revenues, they announced revenues of $12.5 billion with expectations of doubling advertising revenues, which sounds pretty good here. Their core advertising category growth engine will double to 3 billion this year, and as I said, enforcing separate emails for profiles is driving viewers to more paid accounts.

Their expansion into live sports looks very promising. The highly anticipated NFL holiday games provide them with a huge advertising inventory, and I think at the moment their low valuation, trading well below historically high levels, means we'll probably see Netflix start to move noticeably closer to the end of the year.

看原视频04:43
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