大行评级｜Pivotal Research：下调奈飞目标价至105美元，评级将至“中性”

格隆汇2025-12-31

格隆汇12月31日｜Pivotal Research Group分析师Jeffrey Wlodarczak指出，奈飞愿意花高达约830亿美元(包含收购成本与承担的财务负担)收购华纳兄弟探索，等于是在承认：公司未来长期会面临很大的成长压力与竞争威胁，其中最重要的一个威胁，就是TikTok这类短影音平台正在抢走用户的时间与注意力。分析师将奈飞的评级由“买入”下调至“中性”，目标价自160美元下调至...

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