NFLX因低估值（PEG为1.31）和稳健的增长前景（15-20%）而具有吸引力，是值得买入的标的。
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像 Meta 和 Netflix 这样的股票仍然保持上涨，涨幅达几个百分点。
Still holding up on stocks like uh Meta and Netflix up a couple percent.
哦，看看 Netflix。那是一次多么明显的拒绝。天哪。它正好触及我的线，精确到分。那是 1 月 25 日和 4 月 25 日在这里形成的底部，然后某个时候我肯定又加仓了。但是，那是一次非常显著的拒绝，精确到分地触及我们的线。
你知道这值得什么吗？这值得把那条灰线变成蓝色。说实话，那精确到分，太棒了。我直接把它变成蓝色，然后加粗一点。锁定它。那对 Netflix 来说就成了一条有力的突破线，这很好。
Oh, look at Netflix. What a rejection that is. Oh my gosh. It's two It's literally to my line to the exact penny. That was a bottom over here in January 25, April 25. Uh, and then at some point I must have added it again. But, uh, that's a pretty remarkable rejection right there to the penny on our line. You know what that deserves? That deserves making that gray line. Honestly, that was so good to the penny. I'm going to go straight to blue on that. And we'll go ahead and thicken that up a little bit. Lock that into place. That just became a juicy breakout line right there for uh Netflix, which is good.
这是一个机会，因为 Netflix 相当便宜。它已经下跌了很多。我们应该对它做一个更新的估值。所以，我们预计到 12 月每股收益为 3.58 美元。8181 除以 3.58 美元，市盈率约为 22.8 倍。
It's an opportunity because Netflix is, you know, it's it's pretty cheap. It's come down quite a lot. Uh we should do an updated valuation on it. So, we're expecting $3.58 of earnings by December. Uh 8181 divided by $3.58 that puts us at about 22.8 times.
Netflix 的增长率仍在从一些支出中恢复，至少明年的预测是这样，但此后预计将增长至约 20%。
Growth rate for Netflix is still recovering from some of the expenses here, at least projected for next year, but thereafter it's expecting to grow up towards about 20%.
所以这给了我们大约 15.7% 到 20% 的增长率，取决于你想怎么衡量。所以 15.7 到 20，然后我们的市盈率是 22。所以如果我取中间值，我采用大约 17.5% 的平均增长率。
So that gives us a growth rate of about 15.7 to 20%, depending on how you want to uh peg it. So 15.7 to 20 and then again our PE ratio at this guy is 22. Uh so if I split the difference there I go with about 17.5% average growth.
Netflix 目前的市盈率与盈利增长比率（PEG）约为 1.3 到 1.31，这很有趣，因为他们将约 30% 转化为利润。那真的很好。
This Netflix right now trades for about 1.3 1.31 as a PEG ratio, which is interesting because they bring about 30% to the bottom line. That's really good.
Netflix 的估值实际上与 Salesforce 相对相似，至少在 PEG 比率基础上是这样。甚至我们的股票 AI 标签也显示 Netflix 至少有 56% 的上涨空间。
Netflix is actually relatively similarly valued to um what's it called to Salesforce at least on a PEG ratio basis. Uh even the uh even our stock AI tab has at least a 56% upside in for Netflix.
这个频道对 $NFLX 的历次判断
Meet Kevin 在这只股票上共 3 条判断，这里只列相邻的几条。