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开飞机的舒塔
#奈飞增长或放缓,广告业务成新看点 奈飞Q3营收增速虽然放缓,但核心看点是广告业务放量+涨价带来利润率提升。广告套餐的付费转化持续向好,叠加老套餐提价的滞后红利,利润端大概率超预期。营收可能贴近指引,但EPS更容易跑出惊喜,我看好本次财报超预期
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