$Netflix, _老虎社区_美港股上老虎 - 老虎社区

$Netflix, Inc.(NFLX)$

Netflix用数学算法做影视剧流媒体，且布局深远，投资巨大，有垄断流媒体行业的长远战略布局，爆发力还没有全面释放；苹果受制于IOS封闭式系统，5年内很难超越Netflix，Netflix长线看多。

免责声明：上述内容仅代表发帖人个人观点，不构成本平台的任何投资建议。

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wonmillion
2018-09-06
wonmillion
亚马逊、苹果、谷歌相继发力流媒体，传统影视强企迪士尼等也向线上进军，奈飞面临的竞争压力巨大。奈飞用户数量在美国本土已增长乏力，而海外用户增长也不达预期，还要面临不同国家和地区的政策管制，比如这次欧盟的新法案要求奈飞要有30%以上欧洲。媒体行业，内容为王，用户跟着内容走，真看不出奈飞的核心竞争力有多强，起码不值现在这个价格。经过此次季报，投资者信心已不似以往，逢高做空胜算更大。（个人建议，仅供参考）
- Davidpersist:
  Netflix显然不是一个想要以财报数字取悦投资者的公司，比起钱，更想把受众的时间与数据掌握在手中，为以后更加优质和有粘性的内容做铺垫。Netflix很可能在千方百计地谋求一种硅谷式的近乎垄断的模式，这将冲击娱乐业，这种局面可见于亚马逊之于在线购物行业。所以长线投资思维才是这类公司的主旋律。
黄毛
2018-09-06
黄毛
同意看多

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