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蓝莓素
#奈飞增长或放缓,广告业务成新看点
奈飞 20 号盘后出季报,市场预期收入大概一千二百多亿刀、同比一成出头,利润率还在往上走。但增速本身已经没那么猛了,后面就看会员还涨不涨、广告能不能真正撑起来。
盘口现在 Yes 七十多美分,大家偏乐观。增长放缓这件事市场早就知道了,真超预期得靠广告和利润给惊喜,给不出来股价容易挨打。
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