The Investor Channel 对 $NFLX 的判断变化

2026-09-18看跌
《AI Doom Threatens Stocks | Meta MUSE Hits | Amazon x 1,000》
AI驱动的市场情绪对Netflix不利;在200日均线处的技术性受阻表明可能创出新低。

接下来看 Netflix,这周 Netflix 到底发生了什么?本周初,它收于 80 美元。该股下跌了 10%。我认为由 AI 驱动的末日论执念对 Netflix 没有好处。该股目前正逼近 71 美元。

从技术角度看,你也希望看到这一点,因为我们可能正在录得一个新低。

Moving on to Netflix, what the hell happened to Netflix this week? At the beginning of the week, it closed at $80. The stock fell by 10%. I think the AI-driven doomsday obsession isn't good for Netflix.

The stock is now approaching $71. You want to see that from a technical perspective as well , as we may be recording a new low.

2026-09-11看跌
《$3000 iPhone !!!! | OpenAI Cuts $200 Plan! | Meta MUSE POPS!》
NFLX 在 200 日移动均线处受阻后处于较短期的下跌趋势,没有看涨的技术信号。

接下来看Netflix,本周开盘报76。Netflix股价仍有一点动能。该股上涨近2%,本周收于每股77美元上方。

Moving on to Netflix started the week at 76. Momentum still a little bit in Netflix shares. Shares were up almost 2% the finished week over $77 per share.

该公司昨晚播出了一场周四晚间的橄榄球比赛。我相信那是在Netflix上。我当时到处找这场比赛,却没找到。但许多人认为,NFL下一份媒体版权协议的面貌会大不相同。我同意。该协议将于2030年到期。

不过他们往往会在到期前一年或两年就开始谈判。届时包括Google在内的所有大型科技公司,可能还有Apple,当然还有Amazon、Netflix,都会争抢这份协议。但NFL喜欢把这些版权分散给众多网络,包括那些更传统的网络。

The company aired a Thursday night football game last night. I believe it was on Netflix. I was looking around for the game. I couldn't find it. But many believe that the NFL's next media right deal would look a lot different.

I agree. Set to end in 29 2030. Although they tend to negotiate these things maybe a year or two prior to that. You're going to have all the big tech companies including Google, maybe even Apple, obviously Amazon, Netflix trying to vive for that.

But the NFL likes to spread these out among many networks including the more traditional ones.

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