7月2日，奈飞盘中上涨3.01%，报76.525美元/股，成交额8.19亿美元。
消息面上，HSBC当日将奈飞目标价由113美元调整至104美元，但维持买入评级，机构共识均价仍处115美元附近。此外，奈飞此前与Omnicom Media达成AI驱动广告创意合作，将Acxiom受众数据与奈飞AI广告技术结合，广告业务成长预期持续提振市场情绪。同期板块表现偏强，迪士尼涨0.92%、Roku涨0.98%、Spotify涨0.5%，联动效应延续。值得关注的是，联合创始人Hastings于同日提交Form 144拟减持约32.2万股，为其卸任董事会主席后的持续减持操作。
（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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