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饶续火花
#奈飞增长或放缓，广告业务成新看点
Disney+的低价广告订阅用户持续分流下沉市场，亚马逊Prime Video又靠着捆绑电商会员的生态优势蚕食长视频时长，Netflix如果没法拿出诸如爆款剧集破圈层拉动会员付费跃升、或者新拓展的游戏业务实现规模化营收这类超预期信号，仅靠守住原有的利润基本盘，很难再点燃资本市场的做多热情。
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