$NFLX

NFLX

Netflix Inc.

本窗口内的全部观点与内容

截至 10-02
10-01
《Google And Meta Will Beat OpenAI And Anthropic》
$NFLX看涨
NFLX被低估;互动增长缓慢反映的是战略选择(直播活动)而非疲软,各业务板块收入增长强劲。

例如,Netflix 的销售表现可观。该股却持续下跌。他说 Netflix 的增长速度没有他希望的那样快。这是彭博社到处发布的标题。

For example, Netflix has seen significant sales. The stock continues to decline. He said that Netflix is not growing as fast as he would like . This is the headline that Bloomberg is publishing everywhere.

这是一家在我的现金流折现分析中再次显示被低估的公司。事实上,根据我的内部分析,它是我投资组合中被低估最严重的公司。它就是 Netflix。

It's a company that has appeared in my discounted cash flow analysis as undervalued again. In fact, it's the most undervalued company in my portfolio based on my internal analysis. It's Netflix.

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09-30
Financial Education发布 2026-09-30
《My Top Secret Stock Portfolio Revealed‼️(NEVER shown before)》
$NFLX看涨
NFLX是强力买入机会,因其估值偏低(远期市盈率低于20)且拥有多个增长驱动因素(国际扩张、定价能力、广告)。

第五个,Netflix。Netflix 目前的股价是 69 美元。所以,说到 Netflix,我们看到的是一只过去五年涨幅不大的股票,只上涨了 15%。我们看到的是一只当前远期市盈率远低于 20 倍的股票。

Number five. Netflix. Netflix's current share price is $69. So, when it comes to Netflix, I mean, we're looking at a stock price that hasn't grown much in the last five years , only up 15%.

We are looking at a stock whose forward P is well below 20 right now.

Netflix 目前的股价是 69 美元。所以,说到 Netflix,我们看到的是一只过去五年涨幅不大的股票,只上涨了 15%。我们看到的是一只当前远期市盈率远低于 20 倍的股票。

Netflix's current share price is $69. So, when it comes to Netflix, I mean, we're looking at a stock price that hasn't grown much in the last five years, only up 15%. We are looking at a stock whose forward P is well below 20 right now.

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09-29
Schwab Network发布 2026-09-29
《NFLX Down 40% Y/Y: Can Streaming Giant Turn Up Volume on Rebound Story?》
$NFLX未站边
对 NFLX 持中性立场;估值被认为偏低,但预计财报前将横盘整理。

我们看到 Netflix 上涨 2.5%。因此,它今早的表现优于广播行业其他公司。但 Netflix 是早盘交易的一大焦点。我今天早上获得了晋升。

We see Netflix rising by 2.5 percent. So, she's outperforming the rest of the broadcasting industry this morning. But Netflix is a major focus of morning trading . I got a promotion this morning.

鉴于 Netflix 今年跌幅如此之大,人们现在似乎并没有放弃它。德意志银行当然不会放弃它。该行今早将 Netflix 的评级从“持有”上调至“买入”,甚至表示,市场对他们所称的美国流媒体服务使用时长的执念,实际上忽视了该公司的整体可寻址市场,以及他们所称的更健康的国际参与趋势。

It seems that people are not giving up on Netflix now, given how much it has declined this year. Deutsche Bank certainly won't give it up . They upgraded Netflix's rating this morning from "hold" to "buy," and went so far as to say that the markets' obsession with what they call time spent on the streaming service in the United States actually ignores the company's overall addressable market and what they call healthier international engagement trends .

他说在等
10月20日财报前,股价相对65和75支撑/阻力位的表现
维持在65至75之间
10月20日财报前市场价格走势
若股价企稳,则支持中性/横盘判断;若强势突破任一水平,则削弱该判断。
更早的记录
Schwab Network发布 2026-09-29
《Options Corner: NFLX Upgraded Near 52-Week Lows》
$NFLX看跌
NFLX 技术面偏空:趋势已被破坏,价格位于 EMA 下方,高成交量支撑下行。

给我们讲讲Netflix的走势图,过去一年它对投资者来说相当痛苦。是的,确实如此,过去一年它下跌了大约42%到43%。

Tell us about the Netflix chart, which has been painful for investors over the past year. Yes, absolutely, it has decreased by about 42% to 43% over the past year.

看我们的图表,可以看到Netflix以紫色线表示,与电信板块XLC基金相比,后者下跌了6.2%。事实上,Netflix、Google(Alphabet)和Meta也是这个板块的主要成分股。

Looking at our graph , we can see Netflix in the purple line compared to the telecommunications sector, XLC fund, down 6.2%. In fact, Netflix, Google (Alphabet), and Meta are the main components of this sector as well.

更早的记录
09-28
Financial Education发布 2026-09-28
《We have to make a BIG move NOW‼️》
$NFLX看涨
Netflix因价格偏低、估值具吸引力,是未来4-5年值得买入并持有的强劲投资标的。

我买入的下一只股票,也就是第二只,是Netflix。这是我今天的一笔重大投资。我在Netflix上投入了大约14000美元。今天我以每股69.20美元的价格买到了股票。是不是很奇怪,Netflix竟然不到70美元?

The next stock I bought, number two, was Netflix. This is a big investment for me today. I invested about $14,000 in Netflix. Today I got shares for $69.20. Is it weird, Netflix is under $70?

Netflix的远期市盈率也非常有吸引力。如果你看看Netflix的预测,它有可能在未来4到5年内翻两倍到三倍。

Netflix's forward PE ratio is also very attractive. If you look at Netflix's projections, there is a chance that it will double to triple in the next 4 to 5 years.

更早的记录
《Google Has Fallen Behind》
$NFLX看涨
NFLX 被低估;强劲的基本面(营收增长 16%、参与度上升)与看空叙事相矛盾,市盈率从 50 倍压缩至 22 倍创造机会。

下一家公司,我认为是我投资组合中最被低估的,或者说今天非常接近最被低估的,就是 Netflix。Netflix 跌得很厉害。Netflix 四面受敌。它被市场痛打。所有人都担心它。

所有人都认为人们会取消所有账户,认为参与度在下降,认为 YouTube TV 正在抢走它所有观众,认为它的内容都不好。但当你去看实际数字时,这些都没有反映在它的实际表现中。

Now the next company I believe is the most undervalued in my portfolio or very close to it today which is Netflix. Netflix has gone down like crazy. Netflix is taking punches left and right.

It's getting beat up by the market. Everyone's concerned about it. Everyone believes that people are going to cancel all their accounts, that engagement's going down, that YouTube TV is stealing all their viewers, that none of their content's good.

But when you look at the actual numbers, none of that is reflected in their actual performance.

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