04/06/2025, 05:42 AM UTC
Netflix:唯一快速增长的关税避风港之一Netflix: One Of The Only Fast-Growing Tariff Shelters
1、投资者应假设市场下跌是暂时的;2、Netflix拥有超过3亿用户,使其成为“必需品”而非“奢侈品”;3、Netflix在25年第一季度观看量接近增长8%,表明用户和收入增长强劲;4、Netflix交易价格较高,但共识估计似乎保守,导致1000美元的价格目标。1. Investors should assume market downturns are temporary; 2. Netflix has over 300 million subscribers, making it a 'Need' rather than a 'Want'; 3. Netflix's views grew close to 8% in Q1-25, indicating strong subscriber and revenue growth; 4. Netflix trades at a premium, but consensus estimates seem conservative, leading to a $1,000 price target.---
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