Netflix Inc (NASDAQ: NFLX) nyob ntawm no; Tej zaum tsis yog lub npe loj hlob, txawm li cas los xij, hais tias Sylvia Jablonski. Nws yog CEO ntawm Defiance ETF.
Jablonski tsis xav ua tus tswv Netflix Tshuag
Lub streaming loj cia siab tias yuav poob mus txog 2 lab them neeg ua haujlwm lub quarter no raws li lub ntiaj teb txuas ntxiv rub tawm ntawm kev sib kis. Ntxiv rau, qhov nce nqi tsis pab cov Tshuag ib yam nkaus. Ntawm CNBC's "Squawk Box", Jablonski hais tias:
Netflix tuaj yeem pib nkag mus rau thaj chaw ntawm cov khoom muaj nqis. Nws caij nthwv dej ntawm kev ua haujlwm los ntawm kev lag luam hauv tsev. Muaj cov khoom lag luam uas ob npaug thiab ob npaug, thiab tom qab ntawd lawv txiav hauv ib nrab. NFLX yog ib qho ntawm cov uas tej zaum yuav zoo li tus nqi Tshuag sai sai.
Netflix shares poob qis li ntawm 70% rau lub xyoo. Tseem, nws nyiam lub mega-cap semiconductor stocks tshaj NFLX.
Jablonski yog kev tsim kho ntawm tech rau lub sijhawm ntev
Tus kws tshaj lij Defiance ETF pom zoo qhov chaw macro tam sim no tawm tsam cov khoom lag luam thev naus laus zis, tab sis rov hais dua qhov kev xav mus ntev rau cov npe zoo tshaj plaws tseem muaj zog. Nws sau tseg:
Lub npe loj cap tech npe uas zoo nyob rau hauv cov nqe lus ntawm qhov zoo, daim ntawv tshuav nyiaj li cas, thiab kev nthuav dav, lawv yuav muaj sia nyob qhov no. Lawv feem ntau ua. Lawv yuav pom cov nyiaj tau los qeeb qeeb hauv lub sijhawm ze tab sis qhov ntawd zoo li rov qab los hauv ib xyoos lossis ob xyoos.
Cov thev naus laus zis-hnyav Nasdaq Composite tam sim no poob qis li 30% piv rau qhov pib ntawm 2022 tom qab US Federal Reserve tau siv rau nws loj tshaj tus nqi hike (75 bps) txij li xyoo 1994 lub lim tiam dhau los.
Tus ncej Puas yog Netflix yog qhov khoom muaj nqis? Tus kws tshuaj ntsuam no hais tias 'sai sai' tshwm sim thawj zaug Tsam.
Tau qhov twg los: https://invezz.com/news/2022/06/23/is-netflix-a-value-stock-this-analyst-says-soon/