金吾财讯 | 杰富瑞发研报指，奈飞(NFLX)泰森拳赛直播获得6000万用户收看，成为其直播活动策略的重大突破，亦是一个吸引美国有线电视市场广告预算(价值逾500亿美元)转移的催化剂。这些数据加强了其对圣诞节的美式足球联盟(NFL)比赛的信心，认为观看人数应该会超越有线电视，为广告加速增长提供另外一个催化剂。
该行也上调了其对公司2026及2027财年的EBITDA预测各3%，并将公司目标价由800美元升至1000美元，维持“买入”评级。
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