Invest with Henry 对 $NFLX 的判断变化

2026-09-12看涨
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Netflix值得买入或持有;鉴于广告业务增长至30亿美元且财务状况稳健,26倍的市盈率是合理的,这与市场认为其增长已结束的观点相矛盾。

Netflix 受到的打击确实非常非常严重,已下跌 35%。

Netflix is really, really hard hit, 35% below.

接下来的一只股票是 Netflix。对投资者来说,Netflix 一直是一只极其非常非常难做的股票。市盈率仍然是 26。所以想一想,这个市盈率并不算特别低,对吧?但 Netflix 的现金流非常稳定。

唯一的问题,也是这只股票下跌的原因,是他们的用户增长没有那么多,包括在国际市场,这是一个巨大的问题。投资者把这视为一个巨大的问题,因为本质上增长已经不再那么有增长性了。

Now the next stock is Netflix. Netflix has been an absolute very very difficult stock to be an investor in. The PE ratio is still 26. So if you think about it, the PE ratio is not super low, okay? But Netflix has very consistent cash flow. The only issue is and the reason why the stock is down is because they're not getting as much user growth, including internationally, which is a huge problem. Investors see that as a massive problem because essentially the growth is not as growthy anymore.