8月25日，奈飞盘中上涨3.01%，报82.41美元/股，成交额17.55亿美元，总市值维持在3300亿美元上方。
消息面上，Wolfe Research将奈飞目标价从84美元上调至95美元。据FactSet统计，奈飞当前分析师平均评级为"增持"，平均目标价为95.98美元，较当前股价仍有约16%的上行空间。此前Itau BBA、Loop Capital等机构亦维持"跑赢大市"或"买入"评级。
资金面上，亿万富翁阿克曼旗下潘兴广场于二季度新建仓超1300万股奈飞，持仓市值逾9.34亿美元，占组合近5%。阿克曼认为市场对短视频及AI冲击奈飞的担忧被夸大，奈飞海量用户规模可摊薄内容成本，AI亦能优化其推荐和广告能力。
（以上内容均基于市场公开消息，由程序或算法智能生成，仅作为股价异动提醒，不作为投资建议或交易依据。）
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