NFLX 营收达标、利润超预期，但在激烈竞争下订阅用户增长放缓；业务状况并不差。在 64 美元附近，它可能在 2024 年的一个水平上构筑底部，但若进一步下跌约 10%、跌破 60 美元，那才是更可能买入博反弹的价位。
逐段跳播
这些股票上涨了，得益于 SpaceX 的财报，但 Netflix 有些令人失望，下跌了。
The stocks have risen, you know, thanks to SpaceX's earnings, but Netflix has somewhat disappointed and fallen.
接下来是“Netflix”。Netflix 令人失望。虽然它的营收符合预期、利润超出预期，但它在新增用户订阅方面出现了放缓，对吧？用户订阅的增长。所以，并不是公司状况糟糕，也不是它在走向失败，而是它的增长在放缓。
如你所知，考虑到这个领域有大量竞争对手，这并不令人意外。如果你只是扫一眼手机，对吧？或者你的应用、你所有的订阅，就像我最近做的那样，你会发现 Apple TV、HBO、Amazon Prime、Hulu 和 Paramount，对吧？
这个名单还在不断变长。所以，所有这些其他公司都进来分走了一部分市场。他们曾期待进入体育领域、拿到一些 NFL 比赛、并尝试赢得世界杯。但对我来说，就 Netflix 而言，对吧？
我们可能正在这里形成一个潜在底部，但我们已经触及了 64 美元的水平。基本上，它触及了可以追溯到 2024 年的水平。这里有一个价格缺口，我认为它大致是从这个缺口反弹的。但对我来说，我更可能把这里更低的位置、60 美元以下，作为潜在的买入水平。
假设出现进一步的抛售、又一次回调和下跌，也许再跌 10%，我们可能会寻找买入机会，博取 Netflix 股票在这里的潜在反弹。
Next up is " Netflix". Netflix has disappointed . Although it met revenue expectations and exceeded profit expectations, it showed a slowdown in new user subscriptions, did n't it?
Growth in user subscriptions. So, it's not that the company is in bad shape, and it's not that it's failing, but its growth is slowing down. As you know, this is not surprising given the large number of competitors in this field.
If you just glance at your phone , right? Or your apps or all your subscriptions, as I recently did, you'll find Apple TV, HBO, Amazon Prime, Hulu, and Paramount, right? The list goes on and on.
So, all these other companies come in and take their share of the market. They were looking forward to the possibility of entering the world of sports, getting some NFL games , and trying to win the World Cup.
Um... but for me, as far as Netflix is concerned, isn't that right? We may be forming a potential bottom here, but we have reached levels at $64. Basically , it reached levels dating back to 2024.
There's that price gap here, which I think it kind of bounced off of. But for me, I'm more likely to target this lower area here, below $60, as a potential buying level. Let's assume there's an additional sell-off, another pullback and decline, perhaps by another 10%, we might look for a buying opportunity for a potential rebound here in Netflix stock.
这个频道对 $NFLX 的历次判断
Verified Investing 在这只股票上共 6 条判断，这里只列相邻的几条。