Netflix本质上_老虎社区_美港股上老虎 - 老虎社区

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恩恩和崽崽
2022-01-23

Netflix本质上已经改变了行业，股价的波动并没有和基本面太大的关系，快速地看了一下Netflix的earnings call transcript，也没啥太多特别的，反倒是一些分析师的问题很像是旧瓶装新酒，Netflix业务应该已经很清晰了，影视业务其他的业务按照高管的逻辑来看，并不会在会员费之外额外收费，那就非常好懂了，实在不懂的朋友，把它看成是一家提供综合娱乐服务解决方案的Costco就行。

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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权力的游戏厅
·2022-01-23
跌有跌的道理，前期涨多了，借势回调，这是最大的理由。
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尔维斯肌肤
·2022-01-23
基本面没有变，江湖地位没有变，其实没有上面可以担心的
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丹尼尔加
·2022-01-23
确实，市场的反应是有点过度了，本来不应该这样的走势的
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灌饼高手00
·2022-01-23
要是真的把它看成是一家提供综合娱乐服务解决方案的Costco，那还真有想象力
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shaoyi
·2022-01-24
看看竞争对手迪士尼亚马逊 hbo 好不好
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刀哥拉丝
·2022-01-23
已经准备好仓位，随是等着大盘企稳抄底。
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