金吾财讯 | 随着华纳兄弟探索公司（WBD）的收购追逐告一段落，且订阅价格上涨已被用户成功消化，奈飞（NFLX）目前已成为波动性较低的企业，其广告业务有望实现“显著”增长，摩根士丹利和韦德布什重申对该股的看涨展望，并相应上调各自的目标价。
韦德布什预计，奈飞今年广告收入至少翻倍至30亿美元，2027年及以后仍有巨大机遇；其分析师艾丽西亚·里斯认为，奈飞可通过扩大合作伙伴关系、改进定向投放技术、运用AI、增加直播内容及互动广告提升广告业务收益，并重申“跑赢大盘”评级，将目标价上调3%至118美元。摩根士丹利分析师肖恩·迪夫利也看好奈飞广告业务的额外收入潜力，订阅涨价及WBD收购终止为其两位数收入增长提供助力。目前奈飞年观看时长接近2000亿小时，直播和体育赛事提升了用户参与质量，奈飞计划将转播的NFL赛事从2场增至4场。迪夫利重申对奈飞“增持”评级，将目标价上调4.5%至115美元，认为其仍是高端优质内容领域主导者。华尔街分析师对奈飞持看涨态度，该股获“买入”共识评级，主要因奈飞当前估值水平较低。
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