BMO Capital最新研究报告将流媒体巨头奈飞（NFLX）的目标股价从1200美元大幅上调至1425美元/股。此次调升幅度达18.75%，显示该机构对奈飞未来增长前景持显著乐观态度。
分析师在报告中强调，奈飞近期用户增长数据超预期，特别是在亚太地区的付费订阅量呈现爆发式增长。同时，广告订阅层级的货币化效率较此前预测提升27%，广告技术平台的升级使单用户变现能力突破关键阈值。值得注意的是，自制内容库的交叉变现价值被市场严重低估，经典IP的再开发正创造持续性营收增长点。
此次目标价调整发生在奈飞发布二季度财报前夕。市场预期其将披露人工智能技术在内容生产端的深度应用成果，包括动态剧本生成系统和虚拟演员库的商用进展。部分对冲基金已提前布局相关衍生品合约，期权市场的隐含波动率较上月激增42个百分点。
（本文发布时间：北京时间2025年7月16日 5:26）
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