格隆汇11月15日|摩根大通分析师Doug Anmuth周四称,奈飞将于于美国时间本周五(15日)将直播网红Jake Paul及57岁传奇拳王泰森(Mike Tyson)复出后首场拳击比赛,他预期该场战斗或打破有史以来拳击比赛收视率纪录,并推高奈飞的广告层订阅量。截至第三季末,Netflix拥有约2.83亿订阅户,广告订阅量按季增35%。Doug Anmuth称,预计广告层订阅用户量将在2024年底达到3,500万,到2025年底将达到5200万,相当于7700万和1.13亿每月活跃用户而预期为较保守。奈飞目前是摩通的首选股,评级为“增持”,目标价850美元,即意味该股有约2%潜在上升空间。
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