大行評級|巴克萊:第二季度廣告支出強勁 上調迪士尼、Spotify及奈飛的目標價
巴克萊表示,第二季度廣告支出依然強勁,電視廣告定價,尤其是以體育爲重點的傳統媒體的定價,可能會迎來上升空間。該行將迪士尼的目標價從120美元上調至140美元,指其內容渠道強勁、增長催化劑強勁;將Spotify的目標價從650美元上調至800美元,指其將受益於蘋果應用商店規則的改變;將奈飛的目標價從1000美元上調至1100美元。
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