智通财经APP获悉，摩根士丹利将奈飞(NFLX.US)的股票列为该行的“首选股”，并认为这家流媒体巨头有能力抵御当前的关税形势。大摩表示：“我们预计奈飞将在全球宏观经济疲软的情况下表现出相对的韧性。”该行重申对奈飞“跑赢大盘”评级，目标价为1150美元，较该股周三收盘价有近22%的上涨空间。
大摩分析师表示，奈飞股价近期的回调代表着买入机会。该行指出，奈飞在其核心订阅业务中显示出良好势头，其会员平均每人每天观看近两个小时的节目。该行补充说，即使广告市场在贸易紧张局势加剧的情况下陷入困境，这种势头也会降低公司的整体风险。
此外，大摩补充称，奈飞在美国以外也有业务，该公司过去曾不得不应对不断上涨的生产成本和流媒体税。分析师表示，该公司“通常”会将这些成本上涨转嫁给消费者。
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