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美股早咖啡

【10月22日美股早咖啡】Netflix跌5%,广告AI双驱动,利润率承压

22 Oct 2025

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📅 2025年10月22日 【10月22日美股早咖啡】来袭!Netflix股价暴跌5%,是巴西税务纠纷的短期冲击,还是高估值下利润率承压的深层隐忧?本期节目深度剖析,揭秘Netflix广告收入翻倍的野心与AI布局的双刃剑。尽管广告和AI被视为增长动力,但47倍的市盈率是否能支撑其“成长股”的光环?我们将直击股价下跌背后的真实原因,探讨Netflix如何通过参与度而非订阅数来驱动增长。立即收听,洞悉市场先机,把握美股脉搏! 🎧 每日美股精华 欢迎商务联系[email protected] ,加群:alteri

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