Post
张舒豪
#奈飞增长或放缓，广告业务成新看点
我觉得奈飞接下来的看点，已经不只是订阅用户增长，而是广告业务能否真正撑起第二增长曲线。
用户增长放缓不一定是坏事，关键是每个用户能创造多少利润。
但有个问题值得思考：如果广告收入增长很快，股价却不涨，是市场提前消化了利好，还是隐藏着更大的风险？
你们觉得奈飞现在是机会，还是估值陷阱？
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