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大行評級|瑞銀:小幅下調奈飛目標價至1140美元 十大熱門節目觀看時數首季保持增長
格隆匯 04-16 12:23
瑞銀將奈飛的目標價由1150美元下調至1140美元,維持“買入”評級。該行指,奈飛全球十大排行榜的觀看小時數在今年首季度保持增長,按年增長5%,較去年第四季度的11%放緩。季度觀看量增長主要由《魷魚遊戲》第二季、《暗夜情報員》及《混沌少年時》帶動。美國市場趨勢相似,截至2月按年增長20%以上,《魷魚遊戲》及《暗夜情報員》最受歡迎。Netflix第二季度片單包括6月底的《魷魚遊戲》第三季、《母女姐妹花》第三季及《安眠書店》第五季。該行預期,今年迴歸劇集的穩定節奏應能維持觀看小時數增長。
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