Schwab Network 对 $NFLX 的判断变化

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2026-09-29
《NFLX Down 40% Y/Y: Can Streaming Giant Turn Up Volume on Rebound Story?》
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 .

2026-09-29看跌
《Options Corner: NFLX Upgraded Near 52-Week Lows》
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.

2026-09-09
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2026-09-03看涨
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