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路人丙钉钉
路人丙钉钉
·
04-23
$奈飞(NFLX)$
Netflix这步走对了。在本来就已经是最大的流媒体平台上，加入社交媒体的概念。潜力可能不小。
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路人丙钉钉
路人丙钉钉
·
04-22
$奈飞(NFLX)$
我看Netflix明天到周五可能会上涨。
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867
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路人丙钉钉
路人丙钉钉
·
04-22
$奈飞(NFLX)$
大家对NFLX收购RBLX有什么看法？我倒是挺喜欢这个想法的。
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2,117
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路人丙钉钉
路人丙钉钉
·
04-22
$奈飞(NFLX)$
NFLX这价格低得有点离谱.... 它应该会反弹到100美元以上，我挺惊讶现在还没发生。
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路人丙钉钉
路人丙钉钉
·
04-22
$奈飞(NFLX)$
最近发布的数字显示，Paramount与Warner合并后，营收大概在690亿美元，EBITDA约180亿美元。合并后的市值可能只有350到400亿美元左右。Netflix的市值超过4000亿美元，营收约500亿美元，EBITDA约140亿美元。从风险回报看，就像之前说的，那里更可能看到翻倍或三倍，甚至更多。目前这只是我的个人看法。
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956
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路人丙钉钉
路人丙钉钉
·
04-21
$奈飞(NFLX)$
明天可能会有强劲反转，看到98美元或更高。
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639
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路人丙钉钉
路人丙钉钉
·
04-21
$奈飞(NFLX)$
我看了一圈，NFLX 在这个行业里是最好的。我最喜欢的是它的内容，NFLX 的内容最多，而且还在不断创造新内容。最重要的一点是，NFLX 的资产负债表最强。看看 DIS、PSKY、WBD，它们都有巨额债务，都超过 500 亿美元。NFLX 只有 150 亿美元债务。我相信 NFLX 今年会利用这个优势来建造更多内容，并专注于直播体育和直播娱乐。
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路人丙钉钉
路人丙钉钉
·
04-21
$奈飞(NFLX)$
别紧张，NFLX会再次回到130。Paramount就像恐龙，既没有技术，内容也不行。WBD恐怕得拆开卖些垃圾资产，留点品牌竞争，但我觉得整体出售价值更高。我们管这叫“整合”。只有NFLX拥有先进高科技和内容创作能力。得留意直播体育，吸引大量观众，还有直播K-POP。Prime已经摊子太大，Jeff也忙不过来，他想去太空呢。所以，NFLX是唯一有工具和资格引领流媒体的。
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815
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路人丙钉钉
路人丙钉钉
·
04-21
$奈飞(NFLX)$
只是一个观察：2025年，这只股票90%的时间都高于当前水平。我觉得2026年会比2025年更好.......
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403
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路人丙钉钉
路人丙钉钉
·
04-20
$奈飞(NFLX)$
Hastings 退休了，但这不代表公司就有问题。财报其实也没那么糟，只是前瞻指引比分析师们想要的低了一点。 对我来说，这更像是个机会，Cathie Wood 似乎也这么看。我打算继续拿着。
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href=\"https://laohu8.com/S/NFLX\">$奈飞(NFLX)$ </a><v-v data-views=\"1\"></v-v> Netflix这步走对了。在本来就已经是最大的流媒体平台上，加入社交媒体的概念。潜力可能不小。","listText":"<a href=\"https://laohu8.com/S/NFLX\">$奈飞(NFLX)$ </a><v-v data-views=\"1\"></v-v> Netflix这步走对了。在本来就已经是最大的流媒体平台上，加入社交媒体的概念。潜力可能不小。","text":"$奈飞(NFLX)$ Netflix这步走对了。在本来就已经是最大的流媒体平台上，加入社交媒体的概念。潜力可能不小。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/556691547017920","isVote":1,"tweetType":1,"viewCount":1184,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":556354475327584,"gmtCreate":1776827034000,"gmtModify":1776860307391,"author":{"id":"3479274822738867","authorId":"3479274822738867","name":"路人丙钉钉","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3479274822738867","idStr":"3479274822738867"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/NFLX\">$奈飞(NFLX)$ </a>我看Netflix明天到周五可能会上涨。","listText":"<a href=\"https://laohu8.com/S/NFLX\">$奈飞(NFLX)$ </a>我看Netflix明天到周五可能会上涨。","text":"$奈飞(NFLX)$ 我看Netflix明天到周五可能会上涨。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/556354475327584","isVote":1,"tweetType":1,"viewCount":867,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":556322415931416,"gmtCreate":1776813334000,"gmtModify":1776854354673,"author":{"id":"3479274822738867","authorId":"3479274822738867","name":"路人丙钉钉","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3479274822738867","idStr":"3479274822738867"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/NFLX\">$奈飞(NFLX)$ </a>大家对NFLX收购RBLX有什么看法？我倒是挺喜欢这个想法的。","listText":"<a href=\"https://laohu8.com/S/NFLX\">$奈飞(NFLX)$ </a>大家对NFLX收购RBLX有什么看法？我倒是挺喜欢这个想法的。","text":"$奈飞(NFLX)$ 大家对NFLX收购RBLX有什么看法？我倒是挺喜欢这个想法的。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/556322415931416","isVote":1,"tweetType":1,"viewCount":2117,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":556296913629592,"gmtCreate":1776795716000,"gmtModify":1776840428873,"author":{"id":"3479274822738867","authorId":"3479274822738867","name":"路人丙钉钉","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3479274822738867","idStr":"3479274822738867"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/NFLX\">$奈飞(NFLX)$ </a>NFLX这价格低得有点离谱.... 它应该会反弹到100美元以上，我挺惊讶现在还没发生。","listText":"<a href=\"https://laohu8.com/S/NFLX\">$奈飞(NFLX)$ </a>NFLX这价格低得有点离谱.... 它应该会反弹到100美元以上，我挺惊讶现在还没发生。","text":"$奈飞(NFLX)$ NFLX这价格低得有点离谱.... 它应该会反弹到100美元以上，我挺惊讶现在还没发生。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/556296913629592","isVote":1,"tweetType":1,"viewCount":669,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":556368848786240,"gmtCreate":1776787680000,"gmtModify":1776854161262,"author":{"id":"3479274822738867","authorId":"3479274822738867","name":"路人丙钉钉","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3479274822738867","idStr":"3479274822738867"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/NFLX\">$奈飞(NFLX)$ </a><v-v data-views=\"1\"></v-v> 最近发布的数字显示，Paramount与Warner合并后，营收大概在690亿美元，EBITDA约180亿美元。合并后的市值可能只有350到400亿美元左右。Netflix的市值超过4000亿美元，营收约500亿美元，EBITDA约140亿美元。从风险回报看，就像之前说的，那里更可能看到翻倍或三倍，甚至更多。目前这只是我的个人看法。","listText":"<a href=\"https://laohu8.com/S/NFLX\">$奈飞(NFLX)$ </a><v-v data-views=\"1\"></v-v> 最近发布的数字显示，Paramount与Warner合并后，营收大概在690亿美元，EBITDA约180亿美元。合并后的市值可能只有350到400亿美元左右。Netflix的市值超过4000亿美元，营收约500亿美元，EBITDA约140亿美元。从风险回报看，就像之前说的，那里更可能看到翻倍或三倍，甚至更多。目前这只是我的个人看法。","text":"$奈飞(NFLX)$ 最近发布的数字显示，Paramount与Warner合并后，营收大概在690亿美元，EBITDA约180亿美元。合并后的市值可能只有350到400亿美元左右。Netflix的市值超过4000亿美元，营收约500亿美元，EBITDA约140亿美元。从风险回报看，就像之前说的，那里更可能看到翻倍或三倍，甚至更多。目前这只是我的个人看法。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/556368848786240","isVote":1,"tweetType":1,"viewCount":956,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":555915550818344,"gmtCreate":1776723213000,"gmtModify":1776742635052,"author":{"id":"3479274822738867","authorId":"3479274822738867","name":"路人丙钉钉","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3479274822738867","idStr":"3479274822738867"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/NFLX\">$奈飞(NFLX)$ </a><v-v data-views=\"1\"></v-v> 明天可能会有强劲反转，看到98美元或更高。","listText":"<a href=\"https://laohu8.com/S/NFLX\">$奈飞(NFLX)$ </a><v-v data-views=\"1\"></v-v> 明天可能会有强劲反转，看到98美元或更高。","text":"$奈飞(NFLX)$ 明天可能会有强劲反转，看到98美元或更高。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/555915550818344","isVote":1,"tweetType":1,"viewCount":639,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":555876988276896,"gmtCreate":1776708515000,"gmtModify":1776753074612,"author":{"id":"3479274822738867","authorId":"3479274822738867","name":"路人丙钉钉","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3479274822738867","idStr":"3479274822738867"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/NFLX\">$奈飞(NFLX)$ </a>我看了一圈，NFLX 在这个行业里是最好的。我最喜欢的是它的内容，NFLX 的内容最多，而且还在不断创造新内容。最重要的一点是，NFLX 的资产负债表最强。看看 DIS、PSKY、WBD，它们都有巨额债务，都超过 500 亿美元。NFLX 只有 150 亿美元债务。我相信 NFLX 今年会利用这个优势来建造更多内容，并专注于直播体育和直播娱乐。","listText":"<a href=\"https://laohu8.com/S/NFLX\">$奈飞(NFLX)$ </a>我看了一圈，NFLX 在这个行业里是最好的。我最喜欢的是它的内容，NFLX 的内容最多，而且还在不断创造新内容。最重要的一点是，NFLX 的资产负债表最强。看看 DIS、PSKY、WBD，它们都有巨额债务，都超过 500 亿美元。NFLX 只有 150 亿美元债务。我相信 NFLX 今年会利用这个优势来建造更多内容，并专注于直播体育和直播娱乐。","text":"$奈飞(NFLX)$ 我看了一圈，NFLX 在这个行业里是最好的。我最喜欢的是它的内容，NFLX 的内容最多，而且还在不断创造新内容。最重要的一点是，NFLX 的资产负债表最强。看看 DIS、PSKY、WBD，它们都有巨额债务，都超过 500 亿美元。NFLX 只有 150 亿美元债务。我相信 NFLX 今年会利用这个优势来建造更多内容，并专注于直播体育和直播娱乐。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/555876988276896","isVote":1,"tweetType":1,"viewCount":971,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":555863082762400,"gmtCreate":1776706178000,"gmtModify":1776756985147,"author":{"id":"3479274822738867","authorId":"3479274822738867","name":"路人丙钉钉","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3479274822738867","idStr":"3479274822738867"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/NFLX\">$奈飞(NFLX)$ </a><v-v data-views=\"1\"></v-v> 别紧张，NFLX会再次回到130。Paramount就像恐龙，既没有技术，内容也不行。WBD恐怕得拆开卖些垃圾资产，留点品牌竞争，但我觉得整体出售价值更高。我们管这叫“整合”。只有NFLX拥有先进高科技和内容创作能力。得留意直播体育，吸引大量观众，还有直播K-POP。Prime已经摊子太大，Jeff也忙不过来，他想去太空呢。所以，NFLX是唯一有工具和资格引领流媒体的。","listText":"<a href=\"https://laohu8.com/S/NFLX\">$奈飞(NFLX)$ </a><v-v data-views=\"1\"></v-v> 别紧张，NFLX会再次回到130。Paramount就像恐龙，既没有技术，内容也不行。WBD恐怕得拆开卖些垃圾资产，留点品牌竞争，但我觉得整体出售价值更高。我们管这叫“整合”。只有NFLX拥有先进高科技和内容创作能力。得留意直播体育，吸引大量观众，还有直播K-POP。Prime已经摊子太大，Jeff也忙不过来，他想去太空呢。所以，NFLX是唯一有工具和资格引领流媒体的。","text":"$奈飞(NFLX)$ 别紧张，NFLX会再次回到130。Paramount就像恐龙，既没有技术，内容也不行。WBD恐怕得拆开卖些垃圾资产，留点品牌竞争，但我觉得整体出售价值更高。我们管这叫“整合”。只有NFLX拥有先进高科技和内容创作能力。得留意直播体育，吸引大量观众，还有直播K-POP。Prime已经摊子太大，Jeff也忙不过来，他想去太空呢。所以，NFLX是唯一有工具和资格引领流媒体的。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/555863082762400","isVote":1,"tweetType":1,"viewCount":815,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":555915201069888,"gmtCreate":1776700939000,"gmtModify":1776752857921,"author":{"id":"3479274822738867","authorId":"3479274822738867","name":"路人丙钉钉","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3479274822738867","idStr":"3479274822738867"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/NFLX\">$奈飞(NFLX)$ </a>只是一个观察：2025年，这只股票90%的时间都高于当前水平。我觉得2026年会比2025年更好.......","listText":"<a href=\"https://laohu8.com/S/NFLX\">$奈飞(NFLX)$ </a>只是一个观察：2025年，这只股票90%的时间都高于当前水平。我觉得2026年会比2025年更好.......","text":"$奈飞(NFLX)$ 只是一个观察：2025年，这只股票90%的时间都高于当前水平。我觉得2026年会比2025年更好.......","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/555915201069888","isVote":1,"tweetType":1,"viewCount":403,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":555782321287208,"gmtCreate":1776697954000,"gmtModify":1776742174714,"author":{"id":"3479274822738867","authorId":"3479274822738867","name":"路人丙钉钉","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3479274822738867","idStr":"3479274822738867"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/NFLX\">$奈飞(NFLX)$ </a><v-v data-views=\"1\"></v-v> Hastings 退休了，但这不代表公司就有问题。财报其实也没那么糟，只是前瞻指引比分析师们想要的低了一点。 对我来说，这更像是个机会，Cathie Wood 似乎也这么看。我打算继续拿着。","listText":"<a href=\"https://laohu8.com/S/NFLX\">$奈飞(NFLX)$ </a><v-v data-views=\"1\"></v-v> Hastings 退休了，但这不代表公司就有问题。财报其实也没那么糟，只是前瞻指引比分析师们想要的低了一点。 对我来说，这更像是个机会，Cathie Wood 似乎也这么看。我打算继续拿着。","text":"$奈飞(NFLX)$ Hastings 退休了，但这不代表公司就有问题。财报其实也没那么糟，只是前瞻指引比分析师们想要的低了一点。 对我来说，这更像是个机会，Cathie Wood 似乎也这么看。我打算继续拿着。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/555782321287208","isVote":1,"tweetType":1,"viewCount":1157,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"defaultTab":"posts","isTTM":false}