Post
桀-@LTChives
Influential Creator
Netflix「本季财报会超预期吗」现在 Yes≈72¢、No≈29¢，市场已经把超预期当成主情景了。
我还是偏 Yes，理由就三条：
一是订阅和广告分层这几年把利润率托住了，利润端超预期往往比营收端更稳；
二是内容成本节奏可预期，市场对指引的容忍度比硬件股高；
三是盘口量已经不小，流动性够，错了也好止损。72¢ 不便宜，所以只小仓，不梭哈。
Disclaimer: OKX Orbit content is provided for informational purposes only. Learn more
Replies
No comments yet. Be the first to reply!
Trending crypto
BTC/USDTBitcoin
$74,728-0.01%
ETH/USDTEthereum
$2,120.18-0.01%
SOL/USDTSolana
$85.93-0.02%
Today’s market buzz
1#BTC fell below $75,000 before the US October CPI release
Hot
2#AI stocks pull back: UBS says position reset, Bank of England warns of crash risk
3#Trump says the possibility of a large-scale strike on Iran is low, oil prices plummet
