奈飞1Q25 净利润超指引/我们的预期18%/14%，业绩发布至今的4 个交易日股价累计涨幅12%。我们上调2025 年收入/利润预测3%/8%，上调目标价。我们看好公司在宏观不确定性提升的市场环境中的仍维持较高确定性增长的潜力。报告摘要1 季度业绩利润超预期：1 季度总收入105 亿美元，同比增13%（汇率中性同比增16%），略超指引/市场预期1.2%/0.4%，受益于订阅会员增长及ARM 提升...
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