金吾财讯 | 奈飞(NFLX)股价向好，截止发稿，涨2.18%，报974.77美元。摩根大通发研指，奈飞新一年中走势强劲，受益于极具吸引力的内容阵容、会员家庭的参与度增加以及健康的留存率。公司在美国等主要市场上提高了价格，同时广告业务也从起步阶段逐步进入发展阶段。这些因素共同推动了Netflix的增长。该行预计Netflix于2025年和2026年，撇除外汇影响的收入增14%，经营收入增长22%，每股收益增长23%，自由现金流增长27%，认为这些增长预期支持了Netflix的高估值。该行亦上调了公司今年经调整每股盈利预测由22.78美元升到25.29美元，将明年经调整每股盈利预测由27.23美元升到30.11美元。该行将Netflix目标价由1,000美元升至1,150元，相当预测2026财年市盈率38倍，评级”增持“。
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