Phillip Capital：奈飞(NFLX.US)用户参与度下降与估值过高，下调评级至“卖出”

智通财经2025-07-31

智通财经APP获悉，Phillip Capital将奈飞(NFLX.US)评级从之前的“中性”下调至“卖出”，维持目标价950美元。由Helena Wang的分析师团队表示，此次评级调整是由于近期股价的上涨所导致的。鉴于该股票“估值过高”以及观众参与度的下降(这可能会降低广告收入，从而使其难以实现到 2025 年广告收入翻倍的目标)，他们对其仍持谨慎态度。Phillip Capital仍然认为奈飞...

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