Joseph Carlson After Hours发布 2026-10-01
《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.