NFLX 全部观点

更早于 2026-08-28回到最新

NFLX 这一页 20 条观点条目,其中 1 条方向发生变化。

在本页筛选
The Investor Channel发布 2026-09-11
《$3000 iPhone !!!! | OpenAI Cuts $200 Plan! | Meta MUSE POPS!》
$NFLX看跌
NFLX 在 200 日移动均线处受阻后处于较短期的下跌趋势,没有看涨的技术信号。

接下来看Netflix,本周开盘报76。Netflix股价仍有一点动能。该股上涨近2%,本周收于每股77美元上方。

Moving on to Netflix started the week at 76. Momentum still a little bit in Netflix shares. Shares were up almost 2% the finished week over $77 per share.

该公司昨晚播出了一场周四晚间的橄榄球比赛。我相信那是在Netflix上。我当时到处找这场比赛,却没找到。但许多人认为,NFL下一份媒体版权协议的面貌会大不相同。我同意。该协议将于2030年到期。

不过他们往往会在到期前一年或两年就开始谈判。届时包括Google在内的所有大型科技公司,可能还有Apple,当然还有Amazon、Netflix,都会争抢这份协议。但NFL喜欢把这些版权分散给众多网络,包括那些更传统的网络。

The company aired a Thursday night football game last night. I believe it was on Netflix. I was looking around for the game. I couldn't find it. But many believe that the NFL's next media right deal would look a lot different.

I agree. Set to end in 29 2030. Although they tend to negotiate these things maybe a year or two prior to that. You're going to have all the big tech companies including Google, maybe even Apple, obviously Amazon, Netflix trying to vive for that.

But the NFL likes to spread these out among many networks including the more traditional ones.

更早的记录
Schwab Network发布 2026-09-09
《Ca$htag$: NFLX Losing to WBD & DIS in Consumer Demand, Live Offers Opportunity》
$NFLX未站边
NFLX 估值偏低,可能已超卖;直播活动与院线发行是可改善增长的两个抓手。

Netflix一直是那种公司之一,如今在投资者眼中,它已不再是流媒体领域的王者,不像过去那样。是的,我认为这是我们追踪了一段时间的一个标的,我们看到消费者需求增长有所放缓,这也反映在营收上。

You know, Netflix has been one of those names that it just hasn't been the king of streaming in terms of how shares have been viewed now as they were in the past. Yeah, I think that this is one that we've been tracking for a little while now where we've seen consumer demand growth just kind of slow down a bit and this tracks in revenue as well.

他说在等
直播活动及延长院线发行的执行情况
有助于推动留存和用户增长
明年用户增长指标
若这些手段能提振用户,则支持该论点;若未能对增长产生影响,则削弱该论点
更早的记录
Benzinga发布 2026-09-08
《Oil Tops $99! Iran, CPI Fears Hit Stocks | PreMarket Playbook + T3 Live | September 8, 2026》
$NFLX看跌
NFLX 仍处于下跌趋势(未完成的头肩形态,低于 2025 年 7 月趋势线);支撑位可能在 $75/50 日均线附近。

Flowjunkie 想看看 Netflix。这是 Netflix。它最近有所回升,回到这里。让我们看看它能否守住 50。最终,重要的一点是,我们仍然有一个尚未完全形成的头肩形态,而且我们实际上仍处于这条始于 2025 年 7 月的下降趋势线之下。所以,在我看来,它仍在走低。

Flowjunkie wanted to take a look at Netflix. So, here's here's Netflix. Um, this Yeah, this has recently kind of made a move coming back in here. Let's see if it holds the 50. Ultimately, the big thing here, we still have a head and shoulders that has not fully played out and we're actually still beneath this downtrend line that originates back in July of 2025.

So, to me, this is still kind of trending lower.

Parkev Tatevosian, CFA发布 2026-09-08
《Creating a Forever Portfolio: 5 Stocks to Buy and Never Sell》
$NFLX看涨
奈飞(NFLX)是核心长期持有标的;尽管存在消费者转向短视频的风险,但其强劲的单位经济性和不断增长的内容库使其当前82美元股价相对于127美元公允价值被低估。

接下来我要重点介绍的一只股票,是作为买入并永远持有的候选,那就是流媒体领导者Netflix。Netflix花了十多年时间学习如何以经济高效的方式创作消费者喜欢观看的内容。

The next stock I will highlight as a candidate to buy and hold forever is Netflix, the leader in live streaming. Netflix has spent more than a decade learning how to create content that consumers love to watch and to do so in a cost-effective way.

当然,任何工作室都能制作出精彩的内容,花数亿美元拍一部人人都爱的电影,但你能在继续制作预算数亿美元的电影的同时赚钱吗?这就是难点。

Of course, any studio can produce great content and spend hundreds of millions of dollars to make a movie that everyone loves, but can you make money while continuing to produce that movie with a budget of hundreds of millions? This is the difficult part.

他说在等
消费者行为向短视频内容转变
年轻一代加速成为主要消费者
长期市场趋势/消费者数据
如果Netflix无法在短视频领域竞争,或者这侵蚀了订阅用户增长,则削弱看涨论点
更早的记录
Parkev Tatevosian, CFA发布 2026-09-06
《Think AI is a Bubble Waiting to Burst? 3 Relatively Safe Stocks You Can Buy》
$NFLX看涨
奈飞(NFLX)是强力买入;公允价值127美元对比当前81美元,意味着12-18个月内有57%的上涨空间。

Netflix 实际上是我目前最喜欢买入的股票之一,我将其排在前十名。我在投资组合中持有 Netflix 股票,作为我最大的投资头寸之一。

Netflix is actually one of my favorite stocks to buy right now. I ranked it among the top ten. I own Netflix shares in my portfolio as one of my largest investment positions.

我估计 Netflix 股票的公平价值为 127 美元。当前市场价格为 81 美元。我预计 Netflix 股票在未来 12 到 18 个月内将上涨 57%。

I have estimated the fair value of Netflix shares at $127. The current market price is $81. I expect Netflix stock to rise by 57% over the next 12 to 18 months.

更早的记录
Steve Miller发布 2026-09-05
《askSlim Market Week "Live"》
$NFLX看涨
NFLX处于上升趋势;预计在7572-7860附近获得支撑,并上涨至8361以上的新高。

我要展示的另一只股票是 NFL。在周线图上,形成了一个低点,处于上升阶段。这里附近有一个区域,我们将关注它是否会在那里真正失败,然后在年底前某个时候回落。总体而言,短期走势不是很好。

一个低点实际上即将出现,大约在 7860 到 7740 之间,以及 7572 处的 786。所以我们希望它能在附近持稳,然后开始回升。总体来看,我们看到一系列更高的高点和更高的低点。

因此,一旦这个短期低点形成,我们将寻找新的摆动高点,而不是 8361。

Uh the other one I'm going to show is NFL. NFL on the weekly chart, a low that formed rising phase. You have an area right around here which we will be watching to see if it can actually fail around there and then roll over sometime into the end of the year. overall action is uh not super great uh in the short term.

A low that's due actually right about now 7860 to right around 7740 and a 786 at 7572. So we'd look for it to hold right around here and start to curl its way back to the upside overall.

We are seeing a series of of higher highs and higher lows. So we would be looking for a new swing high in the short term versus 8361 once this short-term trough forms.

他说在等
7572-7860支撑区域附近的价格走势
守住支撑并向上弯曲
立即/现在周线图价格走势
守住支撑支持创新高的看涨论点;在此处失败则削弱该论点
更早的记录
Verified Investing发布 2026-09-04
《100x Leverage on Apple & NVIDIA? Pro Traders Risk it All》
$NFLX未站边
持有NFLX多头仓位;价格停滞降低了反弹的可能性。

我也在看Netflix。Netflix目前就在这个位置徘徊。你知道吗?考虑到蜘蛛图表上的时间计数,我打算直接在这里做多Netflix。它一直在低位徘徊,但我们确实有一个10分钟的筑底K线。所以,我们要试试看,看能不能迎来一点反弹。

I'm also looking at Netflix. Netflix is just really hanging out right here. And you know what? With this time count going on on the spiders, I'm going to go ahead and just jump into a long here on Netflix.

It's been lingering down here, but we do have a 10-minute bottoming candle. So, we're going to give this a roll. See if we can't get a little bit of a pop.

The Investor Channel发布 2026-09-04
《ROBOTAXI Takeover! | NVDA META POP | AI MODELS》
$NFLX看跌
尽管从通道底部反弹,但NFLX在强烈拒绝和超过5%的下跌后,负面趋势依然存在。

接下来看 Netflix,本周开盘价为 81 美元,该股遭遇阻力,下跌约 4%,收于 78 美元。该公司今年第二次在英国提价。因此,与几个月前相比,英国面临额外 33% 的价格上涨。

我们将看看这对取消率的影响。如果人们不取消订阅,Netflix 将继续提价,但我们会在公司公布财报时清楚地看到这一点。

Moving on to Netflix, the week began at $81, and the stock faced resistance, falling by approximately 4% to end the week at $78 . The company is raising its prices in the UK for the second time this year.

Therefore, the UK is facing an additional 33% price increase compared to just a few months ago. We'll see how this affects the cancellation rate . If people don't cancel their subscriptions, Netflix will continue to raise prices, but we'll see that clearly when the company announces its earnings.

更早的记录
Meet Kevin发布 2026-09-04
《This Chart Signals the END of the AI Stock Bubble.》
$NFLX看涨
奈飞值得买入,因其估值较低且广告业务具有增长潜力。

我持有 Meta、Apple 和 Netflix 的头寸,因为我认为广告目前是沉睡的巨人。我认为我们现在可以以低价买入,而软件已经开始起飞。

I have exposure to Meta, Apple, and Netflix because I believe advertising is the sleeping giant at the moment. I think we can get in on cheap prices now while the software is already starting to take off.

更早的记录
Steve Miller发布 2026-09-04
《askSlim Market Week 09/04/26 - Analysis of Financial Markets》
$NFLX看涨
NFLX呈现更高的高点和更高的低点;预计在当前低谷后出现高于8361的新的短期摆动高点。

另一个我要展示的是NFL。在周线图上,NFL形成了一个上升阶段的低点。这里附近有一个区域,我们将观察它是否会在那里真正失败,然后在年底前回落。总体走势不是很好。短期内,一个低点实际上就在现在,大约在7860到7740之间,还有一个在7572的786。

所以我们希望它能在附近持稳,然后开始向上回升。总体来看,我们看到了一系列更高的高点和更高的低点。因此,一旦这个短期低谷形成,我们将寻找新的短期摆动高点,而不是8361。

Another one I'm going to show is NFL. NFL on the weekly chart, a low that formed rising phase. You have an area right around here, which we will be watching to see if it can actually fail around there and then roll over sometime into the end of the year.

Overall action is uh not super great. uh in the short term a low that's due actually right about now 7860 to right around 7740 and a 786 at 7572. So we'd look for it to hold right around here and start to curl its way back to the upside.

Overall we are seeing a series of of higher highs and higher lows. So we would be looking for a new swing high in the short term versus 8361 once this short-term trough forms.

Meet Kevin发布 2026-09-04
《Jobs BLOWOUT, Nvidia, AI Stocks, Tesla Hangover, Anthropic, OpenAI - 🚨 COUPON EXPIRATION DAY ⚠️》
$NFLX看涨
NFLX值得买入,因其广告潜力相对于当前软件增长被低估。

但我接触了 Meta 应用和 Netflix,因为我认为广告是当前的沉睡巨人。我认为你可以在软件已经起飞的时候以低价买入这些股票。

But got exposure to uh Meta app and uh Netflix because I think advertising is the sleeping giant right now. I think you can get into these cheap right now while you know the software is already taking off.

更早的记录
Schwab Network发布 2026-09-03
《Andrew Arons on September Volatility, Buying AAPL, NFLX & TJX》
$NFLX看涨
NFLX被低估,广告和直播体育业务增长强劲;预计年底前股价将上涨。

你提到的第三个名字今年表现不佳。我们说的是 Netflix。它可能是三者中防御性最弱的。那么你如何看待 Netflix,以及这里的机遇是什么?

Well, your third name that you brought up today has suffered a bit this year . We're talking about Netflix here. It is perhaps the least defensive of the three. So how do you view Netflix and what drives the opportunity here?

他们的营收,他们公布的营收为 125 亿美元,预计广告收入将翻倍,这听起来相当不错。他们的核心广告类别增长引擎今年将翻倍至 30 亿美元,而且正如我所说,强制为个人资料单独设置电子邮件正在推动观众转向更多付费账户。

他们进军直播体育看起来非常有前景。备受期待的 NFL 假日比赛为他们提供了巨大的广告库存,而且我认为目前他们的估值较低,交易价格远低于历史高位,这意味着我们可能会看到 Netflix 在接近年底时开始明显接近更高水平。

Well, I mean their revenues, they announced revenues of $12.5 billion with expectations of doubling advertising revenues, which sounds pretty good here. Their core advertising category growth engine will double to 3 billion this year, and as I said, enforcing separate emails for profiles is driving viewers to more paid accounts.

Their expansion into live sports looks very promising. The highly anticipated NFL holiday games provide them with a huge advertising inventory, and I think at the moment their low valuation, trading well below historically high levels, means we'll probably see Netflix start to move noticeably closer to the end of the year.

Adam Khoo发布 2026-09-03
《Stock Market Insights. The Last 4 Months of 2026》
$NFLX看涨
NFLX目前被低估;采取逢低吸纳策略,预期长期表现强劲。

至于通信服务,我持有不少,其中包括Meta、谷歌和Netflix。这三家是电信服务板块中最大的三家公司。Netflix的股价今年也很低,但我不介意,因为我一直在增持股票。在我看来,长期来看他们会表现得非常好。

As for communication services, I keep a lot of them, which include Meta, Google and Netflix. These are the three largest companies in the telecommunications services sector. Netflix's stock is also low this year, but I don't mind because I've been accumulating shares.

In my opinion, they will perform very well in the long run .

The Motley Fool发布 2026-09-02
《Could Netflix Be a Buy After a 40% Stock Drop?》
$NFLX看涨
Netflix 在下跌 40% 后是好的买入标的;预计未来 5 年每年回报 10-15%,因为风险可控且存在潜在收购兴趣。

今天,我们有资深“傻瓜”杰森·霍尔和里克·莫纳雷斯,以1到10分的标准来评估一只传统热门股票,该股票在录制本期节目时已接近52周低点。这只股票就是奈飞,其代码为“NFLX”。

Today we have veteran “Fools,” Jason Hall and Rick Monarez, to evaluate a traditional favorite stock on a 1 to 10 scale, which is now close to its 52-week low at the time of recording this episode. It's Netflix stock, and its symbol is "NFLX".

我们将尝试判断现在是否是买入一些股票的好时机。我们将首先审视奈飞的业务优势,包括行业和竞争等因素。是的,里德·哈斯廷斯因租借《阿波罗13号》而产生的滞纳金,真的在二十多年前催生了奈飞吗?

不,不。这在很大程度上已被驳斥为仅仅是媒体宣传。然而,哈斯廷斯和他的团队创建了一个非凡的本地DVD分发系统,大约20年前,以向流媒体直播的激进180度转变震惊了世界。凭借全球约3.25亿付费订阅用户,这是一家具有可扩展性优势的领先公司。

我喜欢无形的护城河,我不能撒谎,但这仍然是一个竞争激烈的市场。

We will try to determine if it is a good time to buy some shares. We will start by examining Netflix's business strengths, including factors such as industry and competition. Yes, did the late fees incurred from Reed Hastings' rental of "Apollo 13" really give birth to Netflix more than two decades ago?

No no. This has been largely refuted as mere media propaganda. However, Hastings and his team created a remarkable local distribution system for DVDs , shocking the world with a radical 180-degree shift towards live streaming about 20 years ago.

With approximately 325 million paying subscribers worldwide, it is a leading company with the advantages of scalability. I love invisible trenches , and I can't lie, but it's still a highly competitive market.

Parkev Tatevosian, CFA发布 2026-09-02
《My Top 10 Stocks to Buy Right Now in September》
$NFLX看涨
Netflix被低估,呈现强劲的买入机会,具有显著的上涨潜力。

我认为下一个绝佳的买入机会是流媒体先驱 Netflix。我计算出该业务的合理价值为 129 美元,当前市场价格为 82 美元。

The next stock that I think is a great buying opportunity is the streaming pioneer Netflix. I calculated a fair value of the business at $129 and the current market price is $82.

基于这一差异,我计算出 Netflix 在未来 12 至 18 个月内有 59% 的上涨空间。一个较为看涨的因素是流媒体顺风。通过流媒体订阅观看内容比有线电视或卫星订阅方便得多。

这导致每年有数百万人取消有线电视和卫星订阅,转而完全使用流媒体。

Based on this difference, I calculated an upside here of 59% for Netflix over the next 12 to 18 months. One of the more bullish factors is the streaming tailwind. Consuming content via a streaming subscription is so much more convenient than over a cable or satellite subscription.

That's causing every year millions of people cancelling their cable and satellite subscription and moving to streaming exclusively.

Financial Education发布 2026-08-31
《4 Stocks to Go ALL IN September 2026‼️》
$NFLX看涨
Netflix拥有强劲的增长杠杆(广告/国际业务)和低廉的估值;预计基准情形下年复合增长率19-25%,熊市情形下跑赢标普500,这证明积极买入是合理的。

这四只股票中的第三只是 Netflix。这只股票正在上涨,仅在过去一个月就上涨了 12.6%。它正在上涨。目前 Netflix 的股价是 81 美元。

Okay, number three of these four stocks is Netflix. This stock is running, man. This stock is up 12.6% just in the past month. It is running. It's $81 stock as of right now when it comes to Netflix.

我不需要解释。Netflix 的商业模式,你知道为什么吗?因为我敢打赌,现在看这个视频的绝大多数人都是 Netflix 的客户。我还会说,现在看这个视频的几乎每个人都知道 Netflix。

即使你不是 Netflix 的客户,你也知道它。你不会说“我从来没听说过”,对吧?非常有名,是世界上最著名的公司之一,对吧?

I don't need to explain it. The business model Netflix, you know why? Cuz I bet you the far majority of people watching this video right now, you're a Netflix customer. I would also say almost every single person watching this video right now is aware of Netflix.

Even if you're not a Netflix customer, you're aware of it. It's not like you're like, I never heard of that before, right? Super famous, one of the most famous companies in the world, right?

更早的记录
《PREPARE FOR MONDAY‼️ #MU #AMD #MSFT #AAPL #TSLA #INTC #CRWD》
$NFLX看涨
NFLX已触底并呈上升趋势;当前评分为5。

Netflix。好吧,这是我最不想通过财报交易的最大原因之一。所以,Netflix在财报前一直有买入信号。然后财报后发生了什么?财报后,在四月份的财报后它下跌了11%。然后卖出信号出现了。

然后它就一路下跌,跌了又跌,整个季度都在下跌。整个季度都在下跌。

Netflix. All right, so here's one of the biggest reasons that I never ever ever want to trade through earnings. So, Netflix got a buy signal running right up into earnings. And then what happened after earnings?

Earnings it it fell by 11% after this April earnings. And then the sell signal came. And then it just went down and down and down and down and down and it literally went down the entire quarter. The entire quarter it went down.

StockCharts TV发布 2026-08-28
《The Rally Is Still Working, But It’s Getting Selective》
$NFLX看涨
NFLX因并购不确定性消除、广告销售增长及Ackman持股而具有短期上行潜力;长期趋势确认需周线RSI高于50。

接下来,Netflix 自七月中旬以来一直表现强劲,其中很大一部分与那笔并购交易有关。此前该股有相当大的压力,但现在压力已过,股价得以走高。此外,他们的广告销售额有显著改善,而最近影响最大的是 Bill Ackman 入股该公司。

因此,我们可以看到 V 型复苏正在发生。我们的 RSI 和 MACD 都表现良好。你的下一个潜在上行阻力位是 200 日简单移动平均线。你还需要关注周线图,因为要想长期形成更明显的上涨,我们需要让 RSI 重新回到 50 以上。

目前我们位于 48.3。所以这将是一个次要但关键的技术指标,你需要密切关注。我们确实看到 MACD 出现了一条漂亮的黑色线向上穿过红色看涨交叉。所以,Netflix 确实为进一步上行做好了准备,但对于长期投资者来说,请记住周线图。

Next up, Netflix has been on a tear certainly going back to mid-July. And a lot of this having to do with that M&A deal. It had quite a bit of overhang, but now that that is behind it, the stock has been able to advance.

Also, the fact that they are seeing quite a bit of improvement in their advertising sales, and most impactful more recently is the fact that Bill Ackman took a major stake in the company.

So, we can see this V-shaped recovery taking place. We have a nice positive RSI and MACD. Your next potential area of upside resistance is this 200-day simple moving average. You will want to also take a look at the weekly chart because in order for a more pronounced advance taking shape longer term, we are going to want to get that RSI back above 50.

Right now, we're sitting here at 48.3. So, that'll be a secondary, but key metric that you will want to keep an eye on. We did see a nice black line up through the red bullish crossover on the MACD.

So, Netflix certainly is setting up for further upside, but for longer term investors, keep that weekly chart in mind.

他说在等
The Investor Channel发布 2026-08-28
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$NFLX看跌
奈飞从低点的技术反弹并不显著,因为它仍低于200日均线,且高点/低点下移;短线交易者应减少敞口。

接下来看奈飞,本周开盘价为 80 美元。股价继续走高,本周上涨 1.9%,收于 8172 美元。公司可能会在平台上增加其他竞争对手的流媒体服务,比如 Peacock 等。我觉得这很有趣,这可能是在会议上提出过的。

我认为这可能给奈飞带来的唯一优势,虽然我不确定这是否属实,但奈飞实际上可以了解其他平台上哪些内容有效。想想看,如果你能登录奈飞,观看 Peacock、Amazon Prime 等任何你想看的内容,奈飞会保留你观看的一些数据,然后围绕你设计节目和广告。

所以如果奈飞真的这么做,我觉得会很有趣。我猜这只是个谣言。

Moving on to Netflix, started the week at 80 bucks. shares continue to drift higher, up 1.9% this week at 8172. The company might add other rival streaming services to the platform.

Peacock and others. I thought this was an interesting, this is probably something I'm sure that's been floated in a meeting. The only thing advantage I think it could give to Netflix, and I don't know if this is true or not, but Netflix could actually gain insight into some of what is working on some of these other platforms.

Think about it. If you can log into Netflix and you can watch Peacock and Amazon Prime and whatever you want, well, Netflix retains some of the data of what you are watching and they can design programming and advertising around you.

And so I actually think that would be kind of interesting if Netflix ends up doing this. My guess is this is just a rumor.

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