Netflix在业绩指引令人失望后股价受到冲击，但不少分析师开始将此次回调视为入场机会。

　　市场反应相当剧烈。该股盘前下跌约10%，尽管财报本身看起来稳健——营收增长16%，营业利润率提高50个基点。问题不在于Netflix刚刚交出的成绩单，而在于接下来的表现。业绩指引弱于预期，这才是动摇信心的原因。

　　尽管如此，并非所有人都转向谨慎。摩根大通和摩根士丹利等机构的分析师仍持积极态度，指出强劲的用户参与度、定价能力以及增长空间。部分指引疲软可能仅仅是时机问题，尤其是美国地区的涨价需要数月时间才能在业绩中体现。此外，Netflix正持续向游戏、AI和选择性交易等领域扩张，这有望支撑长期增长。

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