研报掘金|中金:大幅上调奈飞目标价至1050美元 今年内容储备丰富

格隆汇
23 Jan

中金发表报告指出,奈飞去年第四季收入102.5亿美元,按年增16%;营业利润22.7亿美元,增51.9%。公司收入及营业利润小幅高于该行及市场一致预期(均约22亿美元),主要是用户增长超预期。受惠于优质内容致用户超预期增长及提价,该行上调对其今年通用会计准则(GAAP)净利润5%至107亿美元,引入2026年GAAP净利润预测127亿美元,维持“跑赢行业”评级,由于利润上调、公司龙头地位持续显现及...

Source Link

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Most Discussed

  1. 1
     
     
     
     
  2. 2
     
     
     
     
  3. 3
     
     
     
     
  4. 4
     
     
     
     
  5. 5
     
     
     
     
  6. 6
     
     
     
     
  7. 7
     
     
     
     
  8. 8
     
     
     
     
  9. 9
     
     
     
     
  10. 10