高盛:維持奈飛(NFLX.US)中性評級 目標價420美元
串流視像服務商Netflix(NFLX.US)昨晚股價跌35.1%收報226.19美元。高盛發報吿表示,預計市場將對Netflix今年首季度盈利報吿產生負面反應,因當前期間增長(訂户和收入)和今年第二季度增長均遠弱於投資者的預期,指Netflix於去年推出《魷魚遊戲》取得成功及股價見頂後,近期表現跑輸。
該行指,Netflix公佈上一個財季業績時,被市場視為迅速被重新估值為一個增長主題,該行認為未來要取決於Netflix管理層對收益的最新看法,該行預計市場可能會進一步下調預測,並預期投資者將關注公司未來增長軌跡、競爭強度和現金流情況。
高盛表示,暫維持對Netflix中性投資評級及目標價420美元。
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