奈飞遭遇挑战,YouTube或成赢家

投资观察
Sep 23

汇丰银行分析师指出,随着流媒体巨头奈飞面临用户参与度下滑的困境,YouTube有望从其手中抢占市场份额。据统计,7月份YouTube在美国电视收视时长中的占比达到了创纪录的14.2%,这得益于越来越多用户转向该平台观看电视内容。

据彭博社报道,YouTube通过提高创作者分成比例,成功巩固了对顶级创作者的吸引力,并推出了模仿奈飞剧集风格的"剧集"功能。与此同时,奈飞的原创内容正遭遇用户参与度下降的问题,这为YouTube提供了可乘之机。

基于上述分析,汇丰银行将奈飞的评级从"买入"下调至"持有"。奈飞股价应声下跌2.2%。

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