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奈飞(NFLX)
97.22
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+1.02%
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Huan娱
·
01:55
$奈飞(NFLX)$
还有空间📈
$奈飞(NFLX)$ 还有空间📈
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腊梅香喷喷
·
03-02 20:48
$奈飞(NFLX)$
这个回升也太陡了点
$奈飞(NFLX)$ 这个回升也太陡了点
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路人丙钉钉
·
03-02 07:11
$奈飞(NFLX)$
Netflix既然已经退出,他们是否还能从华纳兄弟那里拿到付款?
$奈飞(NFLX)$ Netflix既然已经退出,他们是否还能从华纳兄弟那里拿到付款?
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期权小班长
·
01:07
以伊开打,风险释放完了吗?
首先依旧是买put哥本周的大单操作。 sell put:
$ORCL 20260306 116.0 PUT$
,开仓卖出8.5万手
$SMH 20260306 350.0 PUT$
,开仓卖出2.6万手 不过AMD的操作是buy put:
$AMD 20260306 160.0 PUT$
开仓4.2万手 芯片股的价外看跌期权隐含波动率依旧非常高,倒不是AI出现什么看空言论,而是以伊战争的宏观避险影响使大盘有整体回调预期。 值得注意的是,以伊战争开打没有完全释放风险,大盘周一开盘并没有跌到任何一个看跌预期,也就是说,虽然不是全部但大量资本造就知道要打了,而未知的利空才是最要命的。
$标普500ETF(SPY)$
spy第一回调目标670,第二回调目标650,都没达成。 我理解670是为以伊战争准备的,650的引发事件是什么想不明白,总之虽然仗打了但风险完全没落地。 不过650的概率不如670必然。spy有个很省钱的对冲大单:卖717call,买649put,卖545put,几乎不花钱对冲。一般这种不花钱的对冲策略出现时,说明暴跌概率比较低。 sell
$SPY 20260529 717
以伊开打,风险释放完了吗?
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小虎老师
·
03-02 20:54
奈飞、Roku、IMAX带领娱乐板块上涨6.58%:情绪还是利润率结构性改善驱动?
板块轮动信号 | 2026年2月27日收盘 截止上周五,影视娱乐板块5天收涨6.58%,大幅跑赢大盘。
周报:二月美股市场回调,地缘紧张局势下关注美关键就业数据
你注意到了吗? 这是情绪反弹?还是估值逻辑的重构? 💡 开盘前快问:以下哪项是你看好娱乐板块的最核心理由? A. AI降本效应超预期 B. 流媒体广告收入爆发 C. 2026年电影 pipeline 强劲 D. 纯粹的技术面突破 全板块投资逻辑拆解 关键数据验证: ✅ 生成式AI工作流普及 → 制作 overhead ↓15-30% ✅ 广告支持流媒体ARPU企稳 → 利润率扩张叙事确立 ✅ 2026年票房指引集体上调 → 不对称上行空间打开 生成式AI工作流与广告支持流媒体ARPU企稳的共振,正在推动板块性的利润率扩张叙事。随着各大制片厂上调2026年票房指引,配置优质内容分发商可获得不对称上行空间(asymmetric upside)。 领涨矩阵及个股深度分析 1.
$奈飞(NFLX)$
—— 战略纪律溢价 投资逻辑: 管理层放弃838亿美元收购华纳兄弟探索(WBD)的计划,彰显资本配置纪律已趋成熟,既消除了整合风险,又守住了 pristine 24.5% 的经营利润率。这一转向优先选择有机的高利润率扩张,而非摊薄股东回报的并购。 关键财务拐点: • Q4营收:120亿美元+(同比+18%) • 广告层收入轨迹:30亿美元(预计2026财年翻倍) • 2026财年营收指引:517亿美元 • 核心指标: 规模化扩张下维持20%+利润率,经营杠杆持续放大 技术位策略: • 建仓策略: 回踩96–100美元
奈飞、Roku、IMAX带领娱乐板块上涨6.58%:情绪还是利润率结构性改善驱动?
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交易员说
·
03-02 13:22
美伊打仗助攻瑞郎,奈飞股价飙升丨EBC环球焦点
周一(3月2日)随着美国和以色列轰炸伊朗并击毙最高领袖哈梅内伊,投资者寻求避险资产,瑞士法郎汇率大幅攀升。美国原油价格飙升逾8%。 图片 中东局势持续升级,加剧了市场对华盛顿推动伊朗政权更迭可能引发连锁反应的担忧,各国领导人正紧急评估事态影响。 中俄两国均发表声明谴责美国,即便局势进一步恶化,两国仍可能维持谴责立场,而不太可能采取实质性行动。 瑞士制药业引领经济复苏,此前关税上调曾导致该国第三季度经济萎缩。如今瑞士企业有望获得关税退税。 摩根士丹利分析师指出,低通胀、财政稳健及资产安全性或推动汇率升至0.64的历史高位。鉴于欧元区高度依赖能源进口,瑞郎兑欧元汇率前景更为乐观。 美国商品期货交易委员会数据显示,杠杆基金持有的瑞郎净多头头寸已达6月以来最高水平。与此同时,伯恩斯坦预测金价将在2026年触及4800美元,并于2030年攀升至6100美元。 图片 瑞士法郎坚挺地维持在50日均线上方,可是MACD指标的看跌背离预示着潜在回调风险。鉴于全球重归弱肉强食法则,长期上升趋势完好。 热门品种简报 截至2月27日收盘,在EBC主要产品中,
$奈飞(NFLX)$
股价领涨。该公司放弃以830亿美元收购华纳兄弟探索公司的计划,此举有助于降低资本成本。 图片
$美国运通(AXP)$
今日股价显著下跌,主要归因于多重因素,其中之一是美国关税政策的升级引发了对整体经济增长和消费者支出的担忧。 美国政府对印度太阳能产品进口征收近126%的初步关税后,新能源板块应声下跌。部分分析师警告,出口和利润率可能面临风险。 【E
美伊打仗助攻瑞郎,奈飞股价飙升丨EBC环球焦点
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美股投资网
·
03-02 10:43
美股 微软、亚马逊、奈飞,哪个最值得捞底?
奈飞从去年高点近乎腰斩,微软回调31%,亚马逊也回撤了22%。作为曾经引领美股牛市的“科技七巨头”核心成员,它们的集体下跌,究竟是市场错杀带来的千载难逢的黄金机会,还是增长逻辑松动后的警告?
$微软(MSFT)$
$亚马逊(AMZN)$
$奈飞(NFLX)$
我知道很多散户的第一反应很简单:公司这么强,跌这么多,直接买就行。但市场从来不会因为“好公司”三个字就自动给出安全边际。真正决定结果的,不是企业质量本身,而是你买入的价格,对未来增长做了怎样的假设? 盲目猜底是赌徒的冲动,用数据拆解才是投资者的底气! 今天,我们将围绕四个维度展开:宏观环境的变化、机构资金的流向、财务基本面的质量,以及估值模型所隐含的增长假设。我们要做的,是把复杂的信息抽丝剥茧,让逻辑变得清晰,让判断建立在数据之上。 如果你也认为这种拒绝盲从、只讲逻辑的深度内容值得被更多人看到,请立刻转发给你的朋友。 奈飞(NFLX) 我们先说流媒体老大哥奈飞,最近短短四个交易日,其股价强势拉升20%。这背后的驱动力,绝非单一的消息刺激,而是一场从“大资金提前埋伏”到“管理层主动设局”的顶级博弈,堪称教科书级别的战略撤退。 时间回溯到本周三(2月25日),当外界还在为“奈飞是否会陷入高价并购泥潭”争论不休时,我们的美股大数据平台 StockWe.com 连续监测到了两波极其罕见的资金动作,精准地锁定了奈飞的短期底部。 第一波入场的是老练的“聪明钱”,这笔规模约 1380 万美元的期权交易采取了极其精妙的“牛市价差策略”。交易员在买入5.5 万份 5 月到期、行权价
美股 微软、亚马逊、奈飞,哪个最值得捞底?
精彩
CarterSilas:
微软最稳,分批建仓别梭哈。
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小虎老师
·
03-02 12:25
周报:二月美股市场回调,地缘紧张局势下关注美关键就业数据
二月回顾 1. 美股市场:能源、材料与必需消费品板块领涨 股指涨跌互现:上周
$道琼斯(.DJI)$
收跌1.31%,
$纳斯达克(.IXIC)$
下跌0.95%,
$标普500(.SPX)$
指数微跌0.44%。 二月整体承压:1月的温和涨势未能延续,三大指数2月月线收阴——纳指累计下跌3.38%,标普500指数回落0.87%。相比之下,道指勉强收高0.17%,连续第10个月保持正收益。 板块轮动:截至2月底,能源、材料与必需消费品成为年初以来表现最佳的三大板块。与此同时,去年的领跑者——通信服务与信息技术板块则陷入落后。 "科技七巨头"业绩:这七只股票第四季度平均盈利增长27.2%,远高于
$标普500(.SPX)$
其余493家公司的9.8%增速。"科技七巨头"的盈利增长在过去11个季度中已有10个季度超过25%。 黄金反弹:在经历数周盘整后,金价年初以来的涨势重启。截止周五尾盘,黄金期货
$黄金主连 2604(GCmain)$
二月大涨7.92%,白银价格飙升10.72%。
阅读新闻>>
2. 美股板块与个股:科技巨头拖累板块回调 标普500指数:上周下跌0.44%,收于6908.86点。市场整体呈现明显的避险情绪与
周报:二月美股市场回调,地缘紧张局势下关注美关键就业数据
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欧阳华音
·
02-27
$奈飞(NFLX)$
nflx这波赢的漂亮,把股价砸到低点,然后趁着有人抬价,趁机退出赚28亿分手费,刚好用这笔钱在最低价时回购自家股票,很难说不是故意为之 [开心]
$奈飞(NFLX)$ nflx这波赢的漂亮,把股价砸到低点,然后趁着有人抬价,趁机退出赚28亿分手费,刚好用这笔钱在最低价时回购自家股票,很难说不是故意为...
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Huan娱
·
02-28 04:18
$奈飞(NFLX)$
能不能干脆点先拉到99?
$奈飞(NFLX)$ 能不能干脆点先拉到99?
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公司概况
公司名称
奈飞
所属市场
NASDAQ
成立日期
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办公地址
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公司网址
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邮政编码
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公司概况
奈飞公司于1997年8月29日在特拉华州注册成立,拥有世界领先的享受电视节目和电影的互联网订阅服务,它的用户可以在美国通过电脑和移动设备即时收看无限的电视节目和电影流媒体在互联网上的电视。
02-27
关联方拟减持公告
Form 144 | Netflix高管 Spencer Neumann 拟减持57260股,总价约484万美元
Form 144 | Netflix高管 Spencer Neumann 拟减持57260股,总价约484万美元
02-27
重要事件披露
Form 8-K - Current report
Form 8-K - Current report
02-10
关联方拟减持公告
Form 144 | Netflix 高管 Gregory Peters 拟减持27312股,总价约227万美元
Form 144 | Netflix 高管 Gregory Peters 拟减持27312股,总价约227万美元
02-10
关联方拟减持公告
Form 144 | Netflix高管Cletus R Willems拟减持3136股,总价约25.93万美元
Form 144 | Netflix高管Cletus R Willems拟减持3136股,总价约25.93万美元
02-09
关联方拟减持公告
Form 144 | Netflix 高管 David Hyman 拟减持5727股,总价约46万美元
Form 144 | Netflix 高管 David Hyman 拟减持5727股,总价约46万美元
02-06
关联方拟减持公告
Form 144 | NETFLIX高管 Spencer Neumann 拟减持9248股,总价约75万美元
Form 144 | NETFLIX高管 Spencer Neumann 拟减持9248股,总价约75万美元
02-02
关联方拟减持公告
Form 144 | Netflix董事 Reed Hastings 拟减持390970股,总价约3269.56万美元
Form 144 | Netflix董事 Reed Hastings 拟减持390970股,总价约3269.56万美元
01-29
关联方拟减持公告
Form 144 | Netflix 高管 Gregory K Peters 拟减持105,781股,总价约877万美元
Form 144 | Netflix 高管 Gregory K Peters 拟减持105,781股,总价约877万美元
01-23
年度报告
Form 10-K - Annual report [Section 13 and 15(d), not S-K Item 405]
Form 10-K - Annual report [Section 13 and 15(d), not S-K Item 405]
01-20
重要事件披露
Form 8-K - Current report
Form 8-K - Current report
01-20
重要事件披露
Form 8-K - Current report
Form 8-K - Current report
01-16
企业合并公告
Form 425 - Prospectuses and communications, business combinations
Form 425 - Prospectuses and communications, business combinations
01-16
关联方拟减持公告
Form 144 | Netflix高管David Hyman拟减持23439股,总价约206.52万美元
Form 144 | Netflix高管David Hyman拟减持23439股,总价约206.52万美元
01-15
企业合并公告
Form 425 - Prospectuses and communications, business combinations
Form 425 - Prospectuses and communications, business combinations
01-15
关联方拟减持公告
Form 144 | Netflix董事 Bradford Lee Smith 拟减持31,790股,总价约281.5万美元
Form 144 | Netflix董事 Bradford Lee Smith 拟减持31,790股,总价约281.5万美元
分时
5日
日
周
月
数据加载中...
最高
98.07
今开
95.33
量比
0.85
最低
95.25
昨收
96.24
换手率
1.25%
热议股票
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