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Wedbush長期看跌的分析師上調奈飛(NFLX.US)評級
格隆匯 03-09 22:34
格隆匯3月9日丨Wedbush分析師Michael Pachter在一份標題為 "Hell Freezes Over"的研究報吿中,將其對奈飛(NFLX.US)的評級上調至中性,此前至少在過去三年中一直處於跑輸大盤狀態。他説,在股價下跌達到他自2021年4月以來的目標價342美元之後,他才調高了評級。他表示:最近的股價下跌反映出,奈飛的投資者已經開始認識到,該公司的長期預言是作為一個低增長、極度盈利的企業。奈飛在該公司最重要的地區,美國和加拿大的用户數量似乎已經 "觸及天花板",並一直在試圖在訂閲價格上漲的同時留住現有客户。與此同時,人均經濟增長相對較低的其他地區的國家仍顯示出用户增長。奈飛正在'浸泡'其收入最高的用户,以資助未來的海外增長,這表明美國和加拿大市場相對來説沒有價格彈性,而其他地區可能對價格更加敏感。雖然我們預計短期內股價不會大幅升值,但奈飛的先發優勢和龐大的用户羣為該公司提供了比其流媒體同行幾乎不可逾越的競爭優勢。
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