奈飞公司：娱乐性与吸引力兼具-重申增持评级

October 16, 2025 09:47 PM GMT Downloaded by daisy@ilookcap.com Not for redistribution without written consent of Morgan Stanley Netflix Inc | North America Entertained & Engaged - Reiterate OW Shares have lagged the NASDAQ by 2,000bp since end of June, with concerns over engagement growth and the competitive threat from AI-generated content weighing on sentiment. We remain bullish expecting strong 2H25 financial results including potential advertising upside and engagement growth. Media & Entertainment | Un ...