<p><strong>奈飞 (NASDAQ:NFLX)</strong> 在流媒体战争中再次发力，寻求以 720 亿美元收购华纳兄弟探索公司。然而，派拉蒙斯凯丹克斯提出了更高的报价，达到 1084 亿美元，显著提高了这场内容争夺战的赌注。</p>
<h3>享受 TipRanks Premium 50% 折扣，信心投资</h3>
<ul>
<li>解锁对冲基金级别的数据和强大的投资工具，帮助您做出更聪明、更精准的决策</li>
<li>通过最新的新闻和分析保持市场领先，使您的投资组合始终处于最大潜力的位置</li>
</ul>
<p>奈飞目前占美国电视观看时间的 8.6%，显然该公司希望在未来几年内增加这一市场份额。虽然公司的大部分销售来自订阅，但奈飞的广告收入也在增长。到 2025 年，该公司预计广告收入将比前一年翻一番。</p>
<p>一位以蓝筹投资组合为化名的投资者对奈飞持观望态度，担心其持续的订阅价格上涨。现在这已不再是问题。</p>
<p>“之前，我对公司的定价能力有些怀疑，但最近的价格上涨结果改变了我的看法，” 这位五星级投资者解释道。</p>
<p>蓝筹投资组合提到奈飞在过去两年中享有的强劲收入，指出该公司在 2023 年第二季度和 2025 年第三季度之间的收入增长（这是投资者最后一次关注奈飞）。这消除了蓝筹对价格上涨会吓跑客户的担忧。</p>
<p>此外，投资者还对公司的利润率上升感到鼓舞，如果不考虑一次性支付给巴西的款项，利润率将超过奈飞的指导值 31.5%。蓝筹还预计，随着价格上涨和广告收入的增长，未来利润率将进一步扩大。</p>
<p>虽然投资者承认收购华纳兄弟探索的尝试导致 NFLX 股价下跌，但蓝筹对此并不太担心。蓝筹指出，如果交易成功，预计到第三年两家公司将实现每年 20 亿到 30 亿美元的协同效应。</p>
<p>然而，投资者也认为，进一步的行业整合将支持 NFLX，即使派拉蒙最终成功，认为娱乐公司减少将意味着消费者可选择的流媒体选项减少。</p>
<p>“我现在发现该股票的估值相对于更广泛的市场和同行非常有吸引力，考虑到公司强劲的短期增长前景和高质量的经常性收入特性，” 蓝筹投资组合总结道，并将 NFLX 评为强烈买入。（要查看蓝筹投资组合的业绩记录，请点击这里）</p>
<p>华尔街的大多数分析师也对此表示支持。NFLX 获得了 26 个买入、9 个持有和 2 个卖出的评级，享有适度买入的共识评级。其 12 个月的平均目标价为 152.39 美元，意味着约 40% 的上涨空间。（见 <strong>NFLX 股票预测</strong>）</p>

奈飞

<p>投资者蓝筹投资组合将奈飞（NFLX）评为强烈买入，理由是其定价能力、利润率上升以及收购华纳兄弟探索带来的潜在协同效应。尽管派拉蒙的出价更高，蓝筹投资组合认为长期利益和行业整合对奈飞是有利的。NFLX 的共识评级为适度买入，12 个月目标价为 152.39 美元，意味着有 40% 的上涨空间</p>

<p><strong>Netflix (NASDAQ:NFLX)</strong> fired another shot in the streaming wars as it seeks to purchase Warner Bros. Discovery in a $72 billion deal. Not to be outdone, however, Paramount Skydance offered an even higher price of $108.4 billion, raising the stakes significantly in this mad scramble for content.</p>
<div class="lb-trans"><p><strong>奈飞 (NASDAQ:NFLX)</strong> 在流媒体战争中再次发力，寻求以 720 亿美元收购华纳兄弟探索公司。然而，派拉蒙斯凯丹克斯提出了更高的报价，达到 1084 亿美元，显著提高了这场内容争夺战的赌注。</p>
</div><h3>Claim 50% Off TipRanks Premium and Invest with Confidence</h3>
<div class="lb-trans"><h3>享受 TipRanks Premium 50% 折扣，信心投资</h3>
</div><ul>
<li>Unlock hedge-fund level data and powerful investing tools designed to help you make smarter, sharper decisions</li>
<li>Stay ahead of the market with the latest news and analysis so your portfolio is always positioned for maximum potential</li>
</ul>
<div class="lb-trans"><ul>
<li>解锁对冲基金级别的数据和强大的投资工具，帮助您做出更聪明、更精准的决策</li>
<li>通过最新的新闻和分析保持市场领先，使您的投资组合始终处于最大潜力的位置</li>
</ul>
</div><p>Netflix currently possesses 8.6% of U.S. television viewing time, and clearly the company has its sights set on increasing this market share in the years to come. While the bulk of the company's sales come from its subscriptions, Netflix has been growing its advertising revenues. In 2025, the company is expecting to double its advertising revenue from the previous year.</p>
<div class="lb-trans"><p>奈飞目前占美国电视观看时间的 8.6%，显然该公司希望在未来几年内增加这一市场份额。虽然公司的大部分销售来自订阅，但奈飞的广告收入也在增长。到 2025 年，该公司预计广告收入将比前一年翻一番。</p>
</div><p>One investor known by the pseudonym Blue Chip Portfolios has been on the fence regarding Netflix, worried by its continued subscription price increases. That's no longer a concern.</p>
<div class="lb-trans"><p>一位以蓝筹投资组合为化名的投资者对奈飞持观望态度，担心其持续的订阅价格上涨。现在这已不再是问题。</p>
</div><p>&#34;Previously, I was somewhat skeptical of the company's pricing power, but the results of recent price increases have changed my mind,&#34; explains the 5-star investor.</p>
<div class="lb-trans"><p>“之前，我对公司的定价能力有些怀疑，但最近的价格上涨结果改变了我的看法，” 这位五星级投资者解释道。</p>
</div><p>Blue Chip cites the strong revenues that Netflix enjoyed over the past two years, citing the company's increasing revenues between Q2 2023 and Q3 2025 (the last time the investor covered Netflix). This puts to bed Blue Chip's worries about price increases scaring away customers.</p>
<div class="lb-trans"><p>蓝筹投资组合提到奈飞在过去两年中享有的强劲收入，指出该公司在 2023 年第二季度和 2025 年第三季度之间的收入增长（这是投资者最后一次关注奈飞）。这消除了蓝筹对价格上涨会吓跑客户的担忧。</p>
</div><p>Moreover, the investor is also encouraged by the company's rising margins, which absent a one-time payment to Brazil, would have exceeded Netflix's guidance of 31.5%. Blue Chip also anticipates additional margin expansion going forward, thanks to growing price increases and advertising revenue.</p>
<div class="lb-trans"><p>此外，投资者还对公司的利润率上升感到鼓舞，如果不考虑一次性支付给巴西的款项，利润率将超过奈飞的指导值 31.5%。蓝筹还预计，随着价格上涨和广告收入的增长，未来利润率将进一步扩大。</p>
</div><p>While the investor acknowledges that the attempt to acquire Warner Bros. Discovery has pushed down NFLX's share price, Blue Chip isn't too concerned. Blue Chip identifies long-term synergies, citing the $2-3 billion in annual run rate synergies the companies expect by year three if the deal goes through.</p>
<div class="lb-trans"><p>虽然投资者承认收购华纳兄弟探索的尝试导致 NFLX 股价下跌，但蓝筹对此并不太担心。蓝筹指出，如果交易成功，预计到第三年两家公司将实现每年 20 亿到 30 亿美元的协同效应。</p>
</div><p>However, the investor also believes that further industry consolidation will support NFLX even if Paramount is ultimately successful, arguing that fewer entertainment companies will translate into fewer streaming options for consumers to choose from.</p>
<div class="lb-trans"><p>然而，投资者也认为，进一步的行业整合将支持 NFLX，即使派拉蒙最终成功，认为娱乐公司减少将意味着消费者可选择的流媒体选项减少。</p>
</div><p>&#34;I now find the stock's valuation highly compelling relative to the broader market and peers given the company's strong near-term growth prospects and high quality recurring revenue nature of its business,&#34; concludes Blue Chip Portfolios, who rates NFLX a Strong Buy. (To watch Blue Chip Portfolios' track record, click here)</p>
<div class="lb-trans"><p>“我现在发现该股票的估值相对于更广泛的市场和同行非常有吸引力，考虑到公司强劲的短期增长前景和高质量的经常性收入特性，” 蓝筹投资组合总结道，并将 NFLX 评为强烈买入。（要查看蓝筹投资组合的业绩记录，请点击这里）</p>
</div><p>The majority of analysts on Wall Street are also on board. With 26 Buys, 9 Holds, and 2 Sells, NFLX enjoys a Moderate Buy consensus rating. Its 12-month average price target of $152.39 implies an upside around 40%. (See <strong>NFLX stock forecast</strong>)</p>
<div class="lb-trans"><p>华尔街的大多数分析师也对此表示支持。NFLX 获得了 26 个买入、9 个持有和 2 个卖出的评级，享有适度买入的共识评级。其 12 个月的平均目标价为 152.39 美元，意味着约 40% 的上涨空间。（见 <strong>NFLX 股票预测</strong>）</p>
</div>

'I'm a Believer,' Says Investor About Netflix Stock

- Netflix 计划以 720 亿美元收购华纳兄弟探索，竞争对手派拉蒙出价更高达 1084 亿美元。  
- Netflix 目前在美国电视收视时间占 8.6%，广告收入预计在 2025 年实现翻倍。  
- 分析师对 NFLX 的看法积极，多数给予 “适度买入” 评级，12 个月目标价为 152.39 美元。

投资者表示他对奈飞股票充满信心：‘我是一个信徒’