看多，广告业务规模效_老虎社区_美港股上老虎

看多，广告业务规模效应显现，配合内容矩阵（如《怪奇物语》最终季、NFL赛事直播），推动股价进一步上行。广告业务成用户增长核心引擎，广告支持型订阅占新增用户50%以上，覆盖区域持续扩大。
并且接入亚马逊广告系统等合作，提升广告投放效率与定价能力，2026年广告收入有望翻倍，成为新的增长曲线。
广告业务与付费会员形成互补，推动单用户收入（ARM）提升，且广告业务利润率高于流媒体订阅，持续优化整体盈利结构。

传特朗普买入！奈飞，绩前能抄底吗？

据《华尔街日报》报道，在流媒体巨头Netflix同意以720亿美元收购华纳兄弟旗下工作室和HBO Max流媒体业务后的几天，特朗普总统于去年12月购买了价值高达200万美元的Netflix 和华纳兄弟的债券。$奈飞 (NFLX.US)$将于美东时间01月20日盘后发布财报，机构预期$奈飞 (NFLX.US)$2025Q4预计实现营收119.68亿美元，同比增加16.80%；预期每股收益0.55美元，同比增加29.51%。【大家看好奈飞“抄底机会”吗？】

免责声明：上述内容仅代表发帖人个人观点，不构成本平台的任何投资建议。

精彩评论

YorkTurner
01-19 21:16
YorkTurner
广告引擎真给力，股价起飞在即！
MarsBloom
01-19 21:15
MarsBloom
广告业务真猛，股价要起飞了！

发表看法

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