NFLX 全部观点

NFLX 这一页 20 条观点条目,其中 1 条方向发生变化。

在本页筛选
Invest with Henry发布 2026-09-25
《25 Minutes Retirement Strategy for anyone with $50,000》
$NFLX看涨
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.

更早的记录
The Compound发布 2026-09-22
《Josh’s Worst Call This Year | WAYT》
$NFLX未站边
尽管NFLX已下跌19%、股价较高点回落47%,仍继续持有,认为在回购和预期盈利增长支撑下当前跌势已过度,但也承认这是一个糟糕的决定。

为了说明这个数字,增加4500亿美元相当于增加好市多(4300亿美元)、宝洁(4000亿美元)、强生(4000亿美元)、家得宝以及奈飞(3750亿、3800亿美元)。

To illustrate this figure, adding $450 billion is equivalent to adding Costco ( $430 billion), Procter & Gamble ($400 billion ), Johnson & Johnson ($400 billion ), Home Depot, and Netflix ($375, $380 billion ).

好,我们来谈谈你我都持有的这只股票,它似乎正在经历价格下跌。我现在就告诉你,这是我今年做出的最糟糕的决定。但我在这个决定上完全错了。我会犯很多错误,但我会使用止损单。这次我做的恰恰相反。

我一直在不断降低平均买入价。她干脆拒绝面对现实。我们说的可是一个有奈飞账户的人。所以,我每次谈到这只股票时都错了。我在关于他的文章中错了,在电视露面中错了,在这个节目里也错了。

Okay, let's talk about the stock that you and I own, which seems to be experiencing a price slump. I'm going to tell you now that this is the worst decision I've made this year.

But I was completely wrong in this decision. I make a lot of mistakes, but I use stop-loss orders. I did the opposite here. I was lowering the average purchase price all the time.

She simply refused to see reality. We are talking about someone who has a Netflix account. So , I was wrong on every occasion I spoke about this stock. I was wrong in my writings about him, in my television appearances, and in this program as well.

更早的记录
Verified Investing发布 2026-09-20
《A Day Trade, Swing Trade, and Long-Term Hold (SanDisk, Micron, Nike)》
$NFLX未站边
Netflix 在下跌约 5% 后并不适合作为交易标的;只有跌至 65 美元时才适合长期持有。

Netflix 股价已下跌约 5%,但除非跌到 65 美元,否则我不看好它作为一笔交易,而那样的话将是一笔长期交易。

Netflix stock has fallen by approximately 5%, but I don't favor it as a trading deal unless it's at $65, and that would be a long-term deal.

更早的记录
The Investor Channel发布 2026-09-18
《AI Doom Threatens Stocks | Meta MUSE Hits | Amazon x 1,000》
$NFLX看跌
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.

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Verified Investing发布 2026-09-18
《The 180% Options Trade: How The SEC's Tokenization Ruling Paid》Wells Fargo
$NFLX看跌
NFLX在富国银行下调评级后处于下行趋势;价格可能回测75美元支撑位并遭遇回落。

不仅如此,Netflix 正在下跌,而 SanDisk 开始上涨。

and not only that, but Netflix is declining and SanDisk is starting to rise.

更早的记录
《$NTDOY: is Nintendo's flywheel actually there? | Accrued Interest》
$NFLX未站边
NFLX 基本面强劲(利润率增长、全球分发),但长期面临来自 AI 内容以及收购等战略失误的威胁。

接下来是Netflix和Spotify,这个我会谈到。

Then we Netflix and About Spotify I will talk about that.

Netflix本周的这些公告,他们做了。与世嘉合作,新的《索尼克》节目,以及基于世嘉IP打造一档新节目,为此签订了合同。

Netflix this Announcements of the week They did that. With Sega New Sonic Show and Sega IP Based on Creating a new show Contract for Did.

在媒体广告方面,哪个位置最好?是Netflix首页,对吧?尽管Netflix并不给你这个机会。我提到了Netflix,这是下一个。讨论一下预测。

In the media Advertisement Best for Which place is it? This Netflix Homepage, right? Although Netflix You are that Doesn't give a chance. I Netflix Mention I did, which is next. Discussion Forecast,

Verified Investing发布 2026-09-18
《BOJ Action Spooks Markets, Yields Rise, Triple Witching, Oil Turns Higher, Gold Holds Strong》
$NFLX未站边
由于评级下调和内容方面的担忧,NFLX 并非首选的波段交易标的,但对日内交易而言颇具吸引力。

Netflix 今天被下调评级。我这里有一个关键位,我们几乎已经接近这个大约 7150 左右的关键位。那是第一个支撑区域。他们今天被下调了评级。我认为,而且看到这个有点令人难过,但事实就是如此。

分析师把该公司的评级下调到——我记得大概是 52 美元的目标价。所以,这不是一个好的目标价。他们强调了今年下半年,他们内容质量的下降,也许不再那么强劲,以及外面还有很多其他因素,听着,平心而论,这多少是真的。

我不知道你们有多少人用过 Netflix,但我这些天很难找到好看的东西。也许有一些,也许我只是现在没时间去研究。但不管怎样,这次下调评级正在把股价往下压。我在这里喜欢它作为一个波段交易吗?

不。但作为一个日内交易,它今天引起了我的兴趣。所以 Netflix 在关注名单上。

Netflix got downgraded today. I have a key level here. We're almost at this key level around 7150 or so. That is the first area of support. They got a downgrade today. I believe, and this was kind of sad to see, but it is what it is.

The analyst downgraded the company to a I believe it was like a $52 price target. So, it's not a good price target. They highlighted the second half of the year, their their quality of content degrading, maybe not as being as strong, and lots of other factors out there, which listen, in all fairness, is is kind of true.

I don't know how many of you guys have been on Netflix, but I I am struggling these days to find good stuff to watch. Maybe there is some, maybe I just don't have the time to research it at this point.

But either way, the downgrade is pushing the stock down. Do I like it as a swing trade here? No. But as a day trade, it is peing my interest today. So Netflix is on the radar.

更早的记录
Benzinga发布 2026-09-17
《Stocks Shrug Off A Hawkish Fed? | PreMarket Playbook + All Access | September 17, 2026》
$NFLX看跌
Netflix 面临内容问题;对其能否重拾过往表现或通过直播活动留住用户持怀疑态度。

另一个节目中的热门标的,就是Netflix。而Netflix最近确实采取了一些动作。目前股价大约在77美元左右。

another show favorite, and it's Netflix. And Netflix has actually made some moves here recently. Currently sitting at just about 77 bucks here.

这里有个挺有意思的反讽,我想,是这个故事里的反讽。Netflix内容主管对YouTube的威胁不以为然,他说:“年轻人只看短内容,这种说法并不成立。”

Here's an interesting irony, I guess, to the story. Netflix content chief shrugs off YouTube threat, saying, quote, "Young people only watch short things isn't true."

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Meet Kevin发布 2026-09-15
《The Stock Market Nervousness, Fed, Elon, AI Chips》Mark Mahaney
$NFLX看涨
NFLX 被低估;认同分析师观点,即尽管股价已从高点回落,市场仍忽视了其积极因素。

所以你很快又加仓了 Netflix,也加仓了 Delta。是的。Netflix 比其 52 周、也就是历史高点低了 38%。我认为这只股票就是太便宜了。Mark Mahaney 昨天给出了 110 美元的目标价,说市场忽略了所有积极因素。我同意。

So, you real quick, you bought more Netflix, you bought more Delta. I did. Uh Netflix is 38% below its 52 week uh its all-time highs. I think the stock is just too cheap. Mark Mahaney came out yesterday, $110 price target, says the market is missing all of the positives. I agree.

更早的记录
Financial Education发布 2026-09-14
《These 2 Stocks are Next to Soar‼️》
$NFLX看涨
NFLX仍是买入标的且上行空间显著;打算在当前价格持有或加仓,仅将跌至200视为卖出理由。

Netflix 上涨 6,300。

And uh Netflix up 6,300.

Netflix 仍然值得买入。它开始为我们上涨了。我们上涨了 14,000,这对我来说是公开账户里相对较新的买入。前方还有很长很长的上涨空间。Netflix 没有一个你真正能给我的价格。

我的意思是,如果它是 200,好吧,你可以拿走我的 Netflix 股票,但目前没有任何哪怕稍微接近我们当前价位的东西会让我说,我得开始卖出我的 Netflix 股票了。就像我说的,200,好吧,现在就把我的 Netflix 股票从我手里拿走。

但在当前这个位置附近,80、100、120,不了,谢谢。要说的话,我还会继续买入。

Netflix [sighs and gasps] is a still a buy. It, you know, it's starting to go up for us. We're up 14,000 is a a relatively newer buy for me in the public count. Uh long long upside ahead.

It's not a price you could really give me on Netflix. I mean, if it was 200, okay, you can have my Netflix shares, but there's nothing even remotely close to where we're at right now that would make me say I got to start selling my Netflix shares.

You know, uh, like I said, 200, okay, take my Netflix shares off my hands right now. But anywhere around here, 80, 100, 120, no, thank you. If anything, I'll keep buying.

更早的记录
Benzinga发布 2026-09-14
《AI Slowdown Selloff: Dip or Warning Shot? | PreMarket Playbook + Cboe | September 14, 2026》
$NFLX未站边
预计 NFLX 价格将向趋势线运行(可能至 905 美元),但不对其突破还是受阻回落作出预测。

我们接下来看一下Netflix。这是Netflix的走势图。Netflix上涨1.36%。Izzy刚才说这是受评级上调推动。

We'll take a look at Netflix in the meantime. Uh, here's what Netflix's chart looks like. Netflix up 1.36%. Now, Izzy was saying this is on an upgrade here.

看这里的走势图,股价是78美元。我们今天基本上要去测试100日均线。100日均线几乎就压在20日均线上方。所以我认为这两条均线接下来都要面临测试。我们看看能否突破。否则的话,真的想守住50日均线。

Looking at the chart here, stock is 78 bucks. We're basically going to test the 100 day here today. The 100 day is sitting almost right on top of the 20-day. So, I think both of these are going to be on deck here for a test.

We'll see if we move through that. Otherwise, though, really want to hold the 50.

更早的记录
Invest with Henry发布 2026-09-12
《5 Stocks I'm Buying Now Before 2027 (Insane Growth Potential)》
$NFLX看涨
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.

《PREPARE FOR MONDAY‼️ #AMD #PLTR #AAPL #INTC #MSFT #META #DELL #NFLX》
$NFLX看跌
Netflix 在 9 月 1 日出现卖出信号后处于下行趋势;技术面偏空。

我们来看看 Netflix。Netflix 这周表现如何?Netflix 这周被杀跌了,下跌了 6%。看看 Netflix,卖出信号早在 9 月 1 日就出现了,远在这波下跌之前。

是的,Netflix 已经大幅下跌。那个买入信号从 8 月 10 日一直持续到 9 月 1 日。Netflix 看起来不妙。一点都不妙。

Let's take a look at Netflix. How'd Netflix do this week? Netflix was um was got killed down uh down 6% this week. Taking a look at Netflix sell signal came before this happened all the way back on September 1st.

Yeah, Netflix has sold off hard hard. That buy signal was in place from August 10th all the way to September 1st. It's not looking good from Netflix. Not looking good at all,

更早的记录
The Investor Channel发布 2026-09-11
《$3000 iPhone !!!! | OpenAI Cuts $200 Plan! | Meta MUSE POPS!》
$NFLX看跌
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.

更早的记录
Schwab Network发布 2026-09-09
《Ca$htag$: NFLX Losing to WBD & DIS in Consumer Demand, Live Offers Opportunity》
$NFLX未站边
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.

他说在等
直播活动及延长院线发行的执行情况
有助于推动留存和用户增长
明年用户增长指标
若这些手段能提振用户,则支持该论点;若未能对增长产生影响,则削弱该论点
更早的记录
Benzinga发布 2026-09-08
《Oil Tops $99! Iran, CPI Fears Hit Stocks | PreMarket Playbook + T3 Live | September 8, 2026》
$NFLX看跌
NFLX 仍处于下跌趋势(未完成的头肩形态,低于 2025 年 7 月趋势线);支撑位可能在 $75/50 日均线附近。

Flowjunkie 想看看 Netflix。这是 Netflix。它最近有所回升,回到这里。让我们看看它能否守住 50。最终,重要的一点是,我们仍然有一个尚未完全形成的头肩形态,而且我们实际上仍处于这条始于 2025 年 7 月的下降趋势线之下。所以,在我看来,它仍在走低。

Flowjunkie wanted to take a look at Netflix. So, here's here's Netflix. Um, this Yeah, this has recently kind of made a move coming back in here. Let's see if it holds the 50. Ultimately, the big thing here, we still have a head and shoulders that has not fully played out and we're actually still beneath this downtrend line that originates back in July of 2025.

So, to me, this is still kind of trending lower.

Parkev Tatevosian, CFA发布 2026-09-08
《Creating a Forever Portfolio: 5 Stocks to Buy and Never Sell》
$NFLX看涨
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.

他说在等
消费者行为向短视频内容转变
年轻一代加速成为主要消费者
长期市场趋势/消费者数据
如果Netflix无法在短视频领域竞争,或者这侵蚀了订阅用户增长,则削弱看涨论点
更早的记录
Parkev Tatevosian, CFA发布 2026-09-06
《Think AI is a Bubble Waiting to Burst? 3 Relatively Safe Stocks You Can Buy》
$NFLX看涨
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.

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