Netflix Flashes Caution Light For Investors In These Stocks
Netflix Flashes Caution Light For Investors In These Stocks
The earnings nightmare at Netflix Inc (NASDAQ:NFLX) has some investors fearing what's ahead for other FAANG names, but Hightower Advisors' Stephanie Link sees warning signs for another group of stocks.
公司的盈利噩梦奈飞纳斯达克(Sequoia Capital:Nflx)有一些投资者担心其他FAANG公司的未来,但HighTower Advisors斯蒂芬妮·林克看到了另一组股票的警告信号。
"I think this actually is a message for any of the stay-at-home winners to be careful," Link said Wednesday on CNBC's "Squawk Box."
周三,林克在CNBC的“Squawk Box”节目中说:“我认为这实际上是在向所有在家工作的获胜者传达一个信息,那就是小心。”
Netflix was a stay-at-home beneficiary during the pandemic, as more eyeballs were drawn to screens amid global lockdown measures.
在疫情大流行期间,Netflix是呆在家里的受益者,因为在全球封锁措施的影响下,更多的眼球被吸引到了屏幕上。
"Now it's coming to roost," Link said. "It's coming back to haunt them."
林克说:“现在它要安息了。”“它又回来困扰他们了。”
Netflix on Tuesday reported an unexpected decline in subscribers, which sent the stock down more than 25%.
Netflix周二报告称,订户数量意外下降,导致该公司股价下跌逾25%。
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So, how can investors who own stay-at-home beneficiaries avoid becoming victims of the newest Netflix horror film? By focusing on valuation, Link said.
那么,拥有居家受益人的投资者如何才能避免成为Netflix最新恐怖片的受害者?通过专注于估值,林克说。
She noted that there are some technology names that have TAM (total addressable market) stories that she still likes, including stocks in cybersecurity, AI, data center and 5G.
她指出,有一些科技公司的TAM(总可寻址市场)故事她仍然喜欢,包括网络安全、人工智能、数据中心和5G的股票。
"There are places to play in technology in all of those themes, but you really do want to focus very much on valuations," Link said.
“在所有这些主题中,科技都有发挥作用的地方,但你真的想非常关注估值,”林克说。
NFLX Price Action: Netflix shares are making new 52-week lows, according to data from Benzinga Pro.
NFLX价格行动:根据Benzinga Pro的数据,Netflix的股价正创下52周新低。
The stock was down 36.77% at $220.26 at the time of publication.
截至发稿时,该股下跌36.77%,至220.26美元。
Photo: yousafbhutta from Pixabay.
图片来源:来自Pixabay的Yousafbhutta