Yet Another Value Podcast 对 $NFLX 的判断变化

2026-09-18
《$NTDOY: is Nintendo's flywheel actually there? | Accrued Interest》
NFLX 基本面强劲(利润率增长、全球分发),但长期面临来自 AI 内容以及收购等战略失误的威胁。

接下来是Netflix和Spotify,这个我会谈到。

Then we Netflix and About Spotify I will talk about that.

Netflix本周的这些公告,他们做了。与世嘉合作,新的《索尼克》节目,以及基于世嘉IP打造一档新节目,为此签订了合同。

Netflix this Announcements of the week They did that. With Sega New Sonic Show and Sega IP Based on Creating a new show Contract for Did.

在媒体广告方面,哪个位置最好?是Netflix首页,对吧?尽管Netflix并不给你这个机会。我提到了Netflix,这是下一个。讨论一下预测。

In the media Advertisement Best for Which place is it? This Netflix Homepage, right? Although Netflix You are that Doesn't give a chance. I Netflix Mention I did, which is next. Discussion Forecast,