摩根大通发表报告，下调对奈飞的投资评级，由“增持”降至“中性”，基于显著的股价上升及跑赢大市，相信该股风险回报已变得更为平衡。该行将奈飞剔出美股分析师焦点名单，目标价则由1150美元上调至1220美元，相当于预测明年市盈率40倍及明年每股自由现金流预测45倍。

该行指，奈飞股价正处历史高位，相当于明年预测市盈率39倍明年每股自由现金流预测44倍，可能已反映2025年指引上望空间。该股亦被视为防守股，但若关税及宏观忧虑持续纾缓，预期资金流向其他科网股及其他表现落后股份。该行亦指，夏季为季节性公司增长较慢月份，继《Upfront》推出后，短期催化剂或较少，纵使第三季节目内容吸引。

海量资讯、精准解读，尽在新浪财经APP

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.