奈飞（NFLX）是强力买入；公允价值127美元对比当前81美元，意味着12-18个月内有57%的上涨空间。
逐段跳播
Netflix 实际上是我目前最喜欢买入的股票之一，我将其排在前十名。我在投资组合中持有 Netflix 股票，作为我最大的投资头寸之一。
Netflix is actually one of my favorite stocks to buy right now. I ranked it among the top ten. I own Netflix shares in my portfolio as one of my largest investment positions.
我估计 Netflix 股票的公平价值为 127 美元。当前市场价格为 81 美元。我预计 Netflix 股票在未来 12 到 18 个月内将上涨 57%。
I have estimated the fair value of Netflix shares at $127. The current market price is $81. I expect Netflix stock to rise by 57% over the next 12 to 18 months.
可以认为 Netflix 与人工智能存在负相关关系，这意味着如果 AI 被证明是泡沫且其发展失败，对 Netflix 可能是利好，因为许多基于 AI 的视频流媒体公司已经开始出现并使用这项技术制作视频。
这可能会威胁到 Netflix 的部分消费。因此，如果人工智能失败且消费者远离它，那对 Netflix 来说可能非常有利。所以，从 Netflix 的某个角度来看，这实际上是一个反直觉的交易。
It could be argued that Netflix has a negative relationship with artificial intelligence, meaning that if AI turns out to be a bubble and its developments fail, it could be positive for Netflix, because many AI-based video streaming companies have begun to emerge and produce videos using this technology. This could threaten to draw some consumption away from Netflix. So, if artificial intelligence fails and consumers turn away from it, that could be great for Netflix. So, this is actually a counterintuitive deal for artificial intelligence from a certain point of view of Netflix.
当然，Netflix 也受益于数字流媒体的积极势头。流媒体内容比通过有线电视和卫星订阅接收内容方便得多，这一势头正将数百万新客户带入流媒体行业。作为领先公司，Netflix 当然受益于这一转变。
Of course, Netflix is also benefiting from the positive momentum of digital streaming. Streaming content is much more convenient than receiving it via cable and satellite subscriptions, and this momentum is bringing millions of new customers into the streaming industry. As the leading company, Netflix is of course benefiting from this shift.
此外，Netflix 已经学会了如何以对公司极其有利可图的方式创作消费者喜爱的内容。Netflix 有两个负面因素投资者应该注意：消费者行为的变化，人们观看更多短视频内容，比如你在 TikTok、Instagram Reels 或 YouTube Shorts 上看到的内容。
这类内容消费的增加可能会威胁到 Netflix 的整体内容消费。
In addition, Netflix has learned how to create content that consumers love and in a way that is incredibly profitable for the company. There are two negative factors for Netflix that investors should be aware of: changing consumer behavior, with people watching more short-form content, like what you see on TikTok, Instagram Reels, or YouTube Shorts. Increased consumption of this type of content could threaten Netflix's overall content consumption.
第二个负面因素是投资者情绪。自从公司提出收购华纳兄弟以来，投资者对 Netflix 股票的看法已经恶化。此后，围绕 Netflix 股票一直存在悲观情绪，我不知道它何时结束，但我确实知道 Netflix 股票提供了巨大的价值。
The second negative factor is investor sentiment. Investors' view of Netflix stock has worsened since the company made a bid to acquire Warner Bros. Since then, there has been a sense of pessimism surrounding Netflix stock, and I don't know exactly when it will end, but I do know that Netflix stock offers great value.
我实际上希望 Netflix 股票在更长时间内保持在这些水平，以便在股价上涨之前买入更多。
I actually hope that Netflix stock stays at these levels for a longer period so that I can buy more before the stock goes up.
这个频道对 $NFLX 的历次判断
Parkev Tatevosian, CFA 在这只股票上共 2 条判断，这里只列相邻的几条。