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《大行報告》美銀證券上調Netflix(NFLX.US)目標價至585美元 在串流媒體「戰爭」中取得勝利
阿思達克 01-19 15:24
美銀證券發表報告指,Netflix(NFLX.US)在串流平臺之戰中取勝,結果已越來越清晰。在過去18個月,市場動態改變、投資者聚焦於盈利能力、部分演藝工會罷工,都令媒體公司重新評估策略,包括減少內容製作支出,增加第三方內容的比重,而並非所有媒體都能夠達到Netflix的規模。對於Netflix而言,增加外購內容不但提升營運效益,長遠亦迴避了投資自家制作的風險。 因應匯率預測變化,該行將Netflix第四季度收入預測由86.9億美元上調至87.9億美元,經營收益預測由11.6億美元上調至12.2億美元,維持「買入」評級,目標價由525美元上調至585美元。
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