Costco学Netflix打击共享，能否产生预计效果？

财经自媒体10-24

摩根士丹利的一份报告指出，好市多正在迎来“ 奈飞时刻”，理由是Costco与奈飞一样，正在打击“共享账号”。此次打击共享，预计可以转化北美地区400万此前未曾付费的会员，并在全球范围内的7600万用户产生5%的提升。j据此估算，在2025财年基础情景下，该措施会使得会员增长8%，并带来0.54美元的每股收益增长；在牛市情景中，将实现12%的会员增长，每股收益增长0.82美元.我觉得有一些...

网页链接

免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

精彩评论

我们需要你的真知灼见来填补这片空白

发表看法

{"i18n":{"language":"zh_CN"},"isChannel":false,"data":{"share":"https://www.laohu8.com/m/news/2477741995?lang=zh_CN&edition=full","thumbnail":"","is_english":false,"pubTime":"2024-10-24 15:43","share_image_url":"https://static.laohu8.com/b0d1b7e8843deea78cc308b15114de44","id":"2477741995","market":"sh","top_or_hot":-1,"title":"Costco学Netflix打击共享，能否产生预计效果？","media":"财经自媒体","content":"<div>\n<p>摩根士丹利 的一份报告指出， 好市多 正在迎来“ 奈飞 时刻”，理由是Costco与奈飞一样，正在打击“共享账号”。此次打击共享，预计可以转化北美地区400万此前未曾付费的会员，并在全球范围内的7600万用户产生5%的提升。j据此估算，在2025财年基础情景下，该措施会使得会员增长8%，并带来0.54美元的每股收益增长；在牛市情景中，将实现12%的会员增长，每股收益增长0.82美元.我觉得有一些...</p>\n\n<a href=\"https://finance.sina.com.cn/jjxw/2024-10-24/doc-inctruhv9830375.shtml\">网页链接</a>\n\n</div>\n","source":"sina","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Costco学Netflix打击共享，能否产生预计效果？</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nCostco学Netflix打击共享，能否产生预计效果？\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-10-24 15:43 北京时间&nbsp;&nbsp;&nbsp;<a href=https://finance.sina.com.cn/jjxw/2024-10-24/doc-inctruhv9830375.shtml><strong>财经自媒体</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>摩根士丹利 的一份报告指出， 好市多 正在迎来“ 奈飞 时刻”，理由是Costco与奈飞一样，正在打击“共享账号”。此次打击共享，预计可以转化北美地区400万此前未曾付费的会员，并在全球范围内的7600万用户产生5%的提升。j据此估算，在2025财年基础情景下，该措施会使得会员增长8%，并带来0.54美元的每股收益增长；在牛市情景中，将实现12%的会员增长，每股收益增长0.82美元.我觉得有一些...</p>\n\n<a href=\"https://finance.sina.com.cn/jjxw/2024-10-24/doc-inctruhv9830375.shtml\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"BK4548","symbol_name":"巴美列捷福持仓","start_time":0,"source_url":"https://finance.sina.com.cn/jjxw/2024-10-24/doc-inctruhv9830375.shtml","article_id":"2477741995","we_media_id":null,"thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2477741995","pubTimestamp":1729755780,"sourceInfo":{"source_id":"sina","name":"sina"},"weMediaInfo":null,"summary":"$摩根士丹利$ 的一份报告指出， $好市多$ 正在迎来“ $奈飞$ 时刻”，理由是Costco与奈飞一样，正在打击“共享账号”。Costco的会员成本，如果平摊在用户平日购买物品上，从而造成损失的话， 更容易降低会员服务的性价比。","collect":0,"end_time":0,"defaultTopTitle":"sina.com.cn","property":[],"viewcount":null,"language":"zh","relate_stocks":{"BK4548":"巴美列捷福持仓","LU2125154778.USD":"ALLSPRING GLOBAL EQUITY ENHANCED INCOME \"A\" (USD) INC","LU1823568750.SGD":"Fidelity Global Technology A-ACC SGD","LU1551013342.USD":"Allianz Income and Growth Cl AMg2 DIS USD","IE0008368304.USD":"STEWART INVESTORS WORLDWIDE LEADERS SUSTAINABILITY FUND \"I\" (USD) ACC","LU0820561909.HKD":"ALLIANZ INCOME AND GROWTH \"AM\" (HKD) INC","SG9999004303.SGD":"Nikko AM Shenton Global Opportunities SGD","IE00BKPKM429.USD":"NEUBERGER BERMAN GLOBAL SUSTAINABLE EQUITY \"A\" (USD) ACC","LU2125154935.USD":"ALLSPRING (LUX) WF GLOBAL EQUITY ENHANCED INCOME \"I\" (USD) INC","LU1069344957.HKD":"AB SICAV I - AMERICAN GROWTH PORTFOLIO \"AD\" (HKD) INC","LU1035775433.USD":"AB SICAV I - AMERICAN GROWTH PORTFOLIO \"AD\" (USD) INC","BK4581":"高盛持仓","COST":"好市多","LU0006306889.USD":"SCHRODER ISF US LARGE CAP \"A\" (USD) INC AV","LU0385154629.USD":"贝莱德营养科学基金A2","BK4533":"AQR资本管理(全球第二大对冲基金)","LU1066051498.USD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM2\" (USD) INC","LU1066053197.SGD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM3\" (SGDHDG) INC","IE00BQXX3D17.EUR":"GUINNESS GLOBAL INNOVATORS \"C\" (EUR) ACC","LU0689472784.USD":"安联收益及增长基金Cl AM AT Acc","BK4587":"ChatGPT概念","BK4566":"资本集团","LU2326559502.SGD":"Natixis Loomis Sayles US Growth Equity P/A SGD-H","LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD","BK4524":"宅经济概念","LU1548497426.USD":"安联环球人工智能AT Acc","SGXZ23171101.USD":"NIKKO AM SHENTON GLOBAL OPPORTUNITIES (USD) ACC","IE00B19Z8X17.USD":"FTGF CLEARBRIDGE US LARGE CAP GROWTH  \"AG\" (USD) ACC","IE00BQXX3F31.USD":"GUINNESS GLOBAL INNOVATORS \"C\" (USD) ACC","LU1064131342.USD":"Fullerton Lux Funds - Global Absolute Alpha A Acc USD","LU0820561818.USD":"安联收益及增长平衡基金Cl AM DIS","IE00BKVL7J92.USD":"Legg Mason ClearBridge - US Equity Sustainability Leaders A Acc USD","BK4588":"碎股","BK4550":"红杉资本持仓","LU1496350171.SGD":"FRANKLIN DIVERSIFIED BALANCED \"A\" (SGDHDG) ACC","BK4108":"电影和娱乐","BK4551":"寇图资本持仓","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","NFLX":"奈飞","LU0943347566.SGD":"安联收益及增长平衡基金AM H2-SGD","LU0234570918.USD":"高盛全球核心股票组合Acc Close","LU1429558221.USD":"Natixis Loomis Sayles US Growth Equity RA USD","LU2357305700.SGD":"Allianz Global Artificial Intelligence ET H2-SGD","LU2360106947.USD":"BGF NUTRITION \"A4\" (USD) INC","LU0417517546.SGD":"Allianz US Equity Cl AT Acc SGD","IE00B19Z9505.USD":"美盛-美国大盘成长股A Acc","LU1988902786.USD":"FULLERTON LUX FUNDS GLOBAL ABSOLUTE ALPHA \"I\" (USD) ACC","BK4504":"桥水持仓","LU1435385759.SGD":"Natixis Loomis Sayles US Growth Equity RA SGD-H","LU0079474960.USD":"联博美国增长基金A"},"translate_title":"Costco learns Netflix to crack down on sharing, can it produce the expected effect?","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"COST":1,"NFLX":0.7},"content_text":"摩根士丹利 的一份报告指出， 好市多 正在迎来“ 奈飞 时刻”，理由是Costco与奈飞一样，正在打击“共享账号”。此次打击共享，预计可以转化北美地区400万此前未曾付费的会员，并在全球范围内的7600万用户产生5%的提升。j据此估算，在2025财年基础情景下，该措施会使得会员增长8%，并带来0.54美元的每股收益增长；在牛市情景中，将实现12%的会员增长，每股收益增长0.82美元.我觉得有一些相同点和不同之处需要关注。相同点：同样是针对“蹭卡”的共享用户，这部分用户往往对价格敏感；同样是通过暂停以前不太在意的共享行为，也进一步反应出了公司的增长压力。不同点：奈飞打击共享账号的同时，也推出了以包含广告业务的低价会员套餐，缓解一些价格极其敏感用户的潜在流失；奈飞的消费属于娱乐性的可选消费，而在Costco购买的货物往往是生活必需品。Costco的会员成本，如果平摊在用户平日购买物品上，从而造成损失的话， 更容易降低会员服务的性价比。\n\n\n海量资讯、精准解读，尽在新浪财经APP","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"CCBot/2.0 (https://commoncrawl.org/faq/)","isDev":false,"isTTM":false,"deviceId":"web-server-community-laohu8-v3","version":"4.29.3","shortVersion":"4.29.3","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2477741995"}