高估是确定的，回归是需要时间的

2019-09-10

$Netflix, Inc.(NFLX)$ 过去5年NASDAQ最牛股，高估是确定的；作为内容+渠道，通过优质内容不断增加渗透率，这个商业模式也是代表了优秀的管理层。不过奈飞终究还是要靠内容的，自产内容质量必然会有波动；美国国内订阅家庭6000万以上，欧洲主要国家订阅率也超高，市场空间看得到。HBO、Amazon、Hulu、Apple都来竞争，多少都会分流走一批用户；而且第三方合作的优质内容下降，也会流失一批用户，毕竟有些人就喜欢看漫威、Friends。100倍的公司回归到50倍，跌幅也挺吓人的；做空也可以，不过跌的慢，但是千万别试图抄底

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。

精彩评论

14亿少女的梦
2019-09-10
14亿少女的梦
赞同，优质内容是必须的
红小羊
2019-09-13
红小羊
厉害
XXYYJJ835
2019-09-10
XXYYJJ835
？

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