金吾财讯 | BMO资本分析师评论称：“奈飞(NFLX)的AVOD（广告支持型视频点播）月活跃用户目前已达7000万（5月份时为4000万），我们预计到2025年底这一数字将攀升至9000万。AVOD的变现模式正逐渐得到品牌广告商的认可，随着程序化广告投放能力的不断提升，中小企业也将纷纷参与其中。
该行基于这一情况，我们预估每小时会出现4.5个广告，且预计到2026年这一数字将提升至5个，不过这一预估或许还较为保守。WWE（世界摔角娱乐）在Netflix平台上的节目已于1月6日开播，预计该节目在Netflix上的参与度将显著优于在Peacock平台（我们预计参与度能提升2至3倍）。在2025年及未来，标准套餐和高级套餐仍有定价调整的空间 。” 该行将奈飞(NFLX)的目标价从825美元上调至1000美元，维持“跑赢大市”评级。
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