招商证券国际发表报告，维持对奈飞目标价1215美元及“增持”的投资评级。该行指，奈飞内容储备充足，支撑下半年强劲增长，第四季将迎来《怪奇物语》、《天作不合的我们》、《头号外交官》和NFL直播等重磅节目，流媒体持续抢占观众份额；与Spotify的合作将进一步丰富内容生态，同时进军播客领域。该行预计第三季业绩及重磅节目的发布将带动第四季股价上涨，进而在2026年初实现涨价。
招商证券国际发表报告，维持对奈飞目标价1215美元及“增持”的投资评级。该行指，奈飞内容储备充足，支撑下半年强劲增长，第四季将迎来《怪奇物语》、《天作不合的我们》、《头号外交官》和NFL直播等重磅节目，流媒体持续抢占观众份额；与Spotify的合作将进一步丰富内容生态，同时进军播客领域。该行预计第三季业绩及重磅节目的发布将带动第四季股价上涨，进而在2026年初实现涨价。
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