金吾财讯 | 杰富瑞指出，Netflix与华纳兄弟探索的交易使其原本清晰的投资叙事变得模糊。该交易“为曾经简洁明了的Netflix叙事增添了杂音”，因其削弱了公司有机增长的叙事逻辑，并将带来整合风险。不过该分析师对Netflix的整体看法依然积极。Netflix仍将是流媒体领域的主导者，且反垄断担忧被夸大，Netflix与HBO Max合计的流媒体观看时长仅占美国观众总收视时间的9%。此外，华纳兄弟庞大的员工规模也为Netflix提供了裁员优化的空间。
金吾财讯 | 杰富瑞指出，Netflix与华纳兄弟探索的交易使其原本清晰的投资叙事变得模糊。该交易“为曾经简洁明了的Netflix叙事增添了杂音”，因其削弱了公司有机增长的叙事逻辑，并将带来整合风险。不过该分析师对Netflix的整体看法依然积极。Netflix仍将是流媒体领域的主导者，且反垄断担忧被夸大，Netflix与HBO Max合计的流媒体观看时长仅占美国观众总收视时间的9%。此外，华纳兄弟庞大的员工规模也为Netflix提供了裁员优化的空间。
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