Netflix 研报解读出炉
SG Visual Research 图解研报
01-26
$奈飞(NFLX)$
这次业绩本身没太多争议。
增长、利润、现金流都在原有轨道上。
真正的新变量，是 WBD 并购。
不是“能不能涨”，而是 并购值不值、能不能消化。
奈飞拟827亿美元收购华纳兄弟流媒体业务引发美国参议院听证会
奈飞计划以827亿美元收购华纳兄弟探索公司流媒体及影视制作业务，双方高层将于2月出席美国参议院听证会，就交易接受监管审查并争取政府支持。
免责声明：上述内容仅代表发帖人个人观点，不构成本平台的任何投资建议。
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