大行评级｜巴克莱：第二季度广告支出强劲上调迪士尼、Spotify及奈飞的目标价

格隆汇APP2025-07-09

格隆汇7月9日｜巴克莱表示，第二季度广告支出依然强劲，电视广告定价，尤其是以体育为重点的传统媒体的定价，可能会迎来上升空间。该行将迪士尼的目标价从120美元上调至140美元，指其内容渠道强劲、增长催化剂强劲；将Spotify的目标价从650美元上调至800美元，指其将受益于苹果应用商店规则的改变；将奈飞的目标价从1000美元上调至1100美元。海量资讯、精准解读...

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大行评级｜巴克莱：第二季度广告支出强劲 上调迪士尼、Spotify及奈飞的目标价

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大行评级｜巴克莱：第二季度广告支出强劲上调迪士尼、Spotify及奈飞的目标价