@Cadi Poon
在宏觀不確定性猶存、流媒體競爭加劇的背景下,投資者似乎不再只看數字本身,而是開始更嚴格地衡量增長質量、盈利可持續性以及未來敘事是否足夠清晰。Netflix 的這次回調,或許正反映出市場風險偏好正在發生微妙變化。
在宏觀不確定性猶存、流媒體競爭加劇的背景下,投資者似乎不再只看數字本身,而是開始更嚴格地衡量增長質量、盈利可持續性以及未來敘事是否足夠清晰。Netflix 的這次回調,或許正反映出市場風險偏好正在發生微妙變化。

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