Post
ShaluWong
#奈飞增长或放缓，广告业务成新看点
奈飛看空核心在於成長紅利見頂與高估值壓力。打擊寄生帳號效益遞減，成熟市場飽和且頻繁漲價恐推升退訂率。此外，廣告方案變現尚未完全發酵，而重金投入體育直播將推高內容成本。在本益比偏高下，營收增速若放緩，極易引發估值修正。
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