市值蒸发400亿美元吓不倒散户！奈飞迎抄底狂潮

智通财经2025-12-12

12月12日，市场对奈飞拟收购华纳兄弟探索的疑虑导致奈飞的市值在短短六个交易日内蒸发400亿美元。但对于散户投资者而言，这反而是强烈的买入信号。在截至周一的一周内，奈飞是盈透证券平台上交易第三活跃的股票。在富达平台上，买单数量超过卖单，比例超过三比一。摩根大通的数据也显示出强劲的散户买入力度。盈透证券首席策略师Steve Sosnick表示：“我们的客户确实表现出试图在他们认为可能反弹的股票下跌时...

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Netflix welcomes bottom-hunting frenzy","themeId":"0b2c01b2b76676a908f3881efca23a70","isJumpTheme":false,"ttsUrl":"https://static.tigerbbs.com/918ca36e968f88b632a31744ecaa24fa","symbols_score_info":{"NFLX":1.98},"content_text":"12月12日，市场对奈飞拟收购华纳兄弟探索的疑虑导致奈飞的市值在短短六个交易日内蒸发400亿美元。但对于散户投资者而言，这反而是强烈的买入信号。在截至周一的一周内，奈飞是盈透证券平台上交易第三活跃的股票。在富达平台上，买单数量超过卖单，比例超过三比一。摩根大通的数据也显示出强劲的散户买入力度。盈透证券首席策略师Steve Sosnick表示：“我们的客户确实表现出试图在他们认为可能反弹的股票下跌时买入的倾向。”他补充称，与华纳兄弟探索的交易、市场波动和股价下跌的组合“正是我们真正看到它(奈飞)跃升至突出位置的原因”。奈飞股价在12月2日至10日期间累计下跌了15%，创下自2022年5月以来最差的六连跌纪录。该股股价在过去两个月累计下跌23%，市场对其收入增长前景的担忧，因其收购华纳兄弟探索的风险而加剧。派拉蒙天舞(PSKY.US)对华纳兄弟探索发出的1080亿美元敌意收购要约，以及美国总统特朗普对奈飞计划收购华纳兄弟探索一事提出了潜在的反垄断方面的担忧，都进一步加剧了市场的不安，引发了可能爆发竞购战和遭遇监管机构潜在反对的阴影。不过，类似的跌势往往会吸引散户需求，他们普遍相信股价最终会再度上涨。虽然奈飞近期的暴跌正以越来越快的速度吸引散户，但他们的兴趣可以追溯到10月底媒体报道该公司正在探索竞购华纳兄弟探索之时。Vanda Research的数据显示，自那以来，散户群体已购买了超过5.2亿美元的奈飞股票。数据显示，奈飞股票今年开局火热，截至6月底上涨了50%，成为纳斯达克100指数上半年表现第四佳的成分股。但在下半年走势逆转，下跌了30%，成为该指数中表现第七差的股票。该股目前2025年仅上涨5.5%。该股基于未来12个月预期利润的市盈率为31倍，交易价格处于一年多来的最低水平附近，且低于其五年平均市盈率34倍。","kind":"news","is_publish_news":true,"is_publish_highlight":true,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1,"need_auth":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"tenantId":"TBCN","deviceId":"web-server-community-laohu8-v3","version":"4.36.2","shortVersion":"4.36.2","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/2590523217","isCrawlerRequest":true}