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#奈飞Q3盈利超预期，广告业务增长放缓 利空：指引暴雷，奈飞开盘恐高开低走
看了这份Q4及全年指引，Q3财报再炸裂，今天开盘也大概率顶不住
Q4净利润和EPS双双低于市场预期，全年营收也只踩在指引区间的低端。
致命的软肋在广告业务。全年广告收入预期直接从30亿砍到27亿，官方承认产品推进慢于预期
虽然订阅收入超预期，但支撑其未来高估值的“广告第二曲线”遭遇重挫。
结合当前的宏观环境，科技股正遭到机构无情抛售，资金对不及预期的数据极为敏感
盘后积累的Q3利好，极容易被这份偏软的指引直接对冲。
市场从来只为预期买单，指引拉胯叠加高息抽水，今日美股开盘，奈飞面临沉重的获利盘抛压，高开低走的风险极大。
#奈飞财报在即，广告业务成新看点
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