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ninoyoyo
我对奈飞这季财报偏谨慎看空。现在字节的红果短剧出海爆火,AI短视频产出快、很多还能免费看,可能抢走用户时间和广告预算。奈飞仍得持续砸钱做内容,感觉续费和广告增长跟不上,这次奈飞财报有点危险。
#OKX美股财报
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