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152***6768
#奈飞财报在即,广告业务成新看点 公司自己给的指引已经压得很低,市场提前调低了期待;本季度完整吃到涨价带来的利润红利,叠加股票回购,直接增厚EPS 。广告 tier 业务是隐藏向上弹性,如果广告收入超预期,利润率会再上台阶。
用户观看时长不及预期、新增会员拉胯,但很难击穿利润底线。
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