异动解读 | 杰富瑞上调评级至"买入",Roku盘中大涨5.16%

异动解读
Dec 11, 2025

Roku Inc(股票代码:ROKU)今日盘中大涨5.16%,表现亮眼。

消息面上,杰富瑞(Jefferies)将Roku的目标价从100美元上调至135美元,并将其评级从"持有"上调至"买入"。券商认为,Roku的平台收入同比增长可能超过20%,高于分析师预期的15%。此外,需求方平台提升、政治因素、订阅势头和主屏幕改版都将有助于收入增长。杰富瑞指出,Roku是互联网行业中顶线修正最彻底的公司之一,近期和长期收入均有上升空间。

这一乐观预期显著提振了市场信心,推动Roku股价在交易时段内大幅上涨。

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