摩根大通发表研报指，奈飞第三季业绩及第四季展望整体稳健，但较近期季度的上行空间有限。摩通认为，奈飞下半年缺乏收入上行空间，尽管广告收入略超预期，但部分被外汇波动和《鱿鱼游戏》后亚太地区高流失率所抵销。而亚太及拉美地区外汇收入增长放缓至20%，较第二季各减少约300个基点。摩通维持对奈飞的“中性”评级，目标价从1300美元降至1275美元；持续预期公司广告收入将于今年翻倍，估计从2024年的约15亿美元增至2025年的约30亿美元。 【免责声明】本文仅代表作者本人观点，与和讯网无关。和讯网站对文中陈述、观点判断保持中立，不对所包含内容的准确性、可靠性或完整性提供任何明示或暗示的保证。请读者仅作参考，并请自行承担全部责任。邮箱：news_center@staff.hexun.com
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.