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水叉子
#奈飞增长或放缓，广告业务成新看点
奈飞财报中广告
1. 增量：广告收入高速增长，给总营收带来额外贡献，高毛利增厚利润
2. 留存：低价广告版承接涨价、密码整治流出的价格敏感用户，稳住会员大盘
3. 拖累：广告套餐渗透率抬升，会稀释整体ARM（每会员收入），是主要负面压力
4. 尚小：当前广告营收占比仍低、海外铺开慢，Q3只是验证阶段，爆发看2027
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