Netflix是一家具有持久性的企业,估值合理且具有投资组合多元化益处,但股价仍低于200日均线;收盘价高于该水平将构成看涨信号。
逐段跳播
这条视频里关于 $NFLX 说的每一段,按说话顺序排列。点任意一行,上面的视频跳到那一刻。
接下来看Netflix。本周初为77.84美元,涨涨涨,Netflix上涨超过2.25%,本周收于79.59美元。
Moving on to Netflix. Start of the week at 77.84 pop pop pop Netflix popping over 2 and 1/4% finish the week at 79.59.
这是因为我们收到了所有大型投资者的重大13F文件,对吧?Netflix是这些股票之一,你通常会看到规模和定位。我认为部分原因是,首先,Netflix显然是非常持久的业务,目前仅以22倍远期市盈率交易。
所以,它并没有被严重高估,当然与过去相比。另外,我会说Netflix在某种程度上是一个多元化者。如果你在AI和资本支出以及所有这些类型的事情上很重,那么Netflix会受益,而且他们在一定程度上使用它,但归根结底,它是一家娱乐公司,是一家广告和订阅模式公司。
所以,在某些方面,它为一些对冲基金提供了对其部分投资组合的对冲。
This comes as we got big 13F filings from all the mega investors, right? And Netflix is one of these stocks where you typically see sizing and positioning. I think part of it, first of all, Netflix obviously very durable business currently trading at only 22 times forward. So, it's not wildly overvalued certainly compared to where it's been in the past. Also, I would say Netflix somewhat of a diversifier. If you're heavy on AI and CapEx and all these types of things, well, Netflix benefits that and they're using it to a certain degree, but at the end of the day, it's an entertainment company and it's an advertising and a subscription model company. So, in some ways it provides some hedge funds a hedge against some of their portfolio.
Netflix也处于与Meta相同的情况。给你。你正在回升到它们。这是决定日。我们实际上已经看到一些软件股,Service Now,那些类型的股票实际上收于其200日移动均线之上。
对于Meta,或者,对不起,对于Netflix,你还有一段路要走才能达到你的200日均线,目前为87美元。目前股价为80美元。所以,你还有,我们称之为10%的路要走,才能收于其上。
收于其上是一个看涨信号。请记住,你出现了几根绿色蜡烛。事实上,我进来做这个,结果被骂了。
Netflix also in the same case as meta. Here you go. You're making your way back up into them. It's decision day. We've actually seen some software stocks, Service Now, those types of stocks actually close above their 200-day moving average. With meta, or excuse me, with Netflix, you still got a ways to go before you get to your 200-day which is currently at 87. Currently shares are at $80. So you got another, we'll call it 10% to go until you close above that. A close above that is a bullish sign. Just keep in mind you put up several green candles. In fact, I came in on this and got blasted.
他说在等什么
他自己说在等的东西,一段话一条记录。同一件事说过几次就出现几次,我们不合并,也不判断它有没有兑现。
这个频道对 $NFLX 的历次判断
The Investor Channel 在这只股票上只有这一条判断。