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Don't catch a falling knife
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#奈飞增长或放缓,广告业务成新看点
Farewell to the surge: Netflix's new era of "watching ads"
As global paid memberships near saturation, streaming giant Netflix is bidding farewell to the past model of rapid expansion solely through "subscription fees" and entering a phase of refined operations. Advertising business has officially taken over, becoming its core growth engine.
-0 USDT
-0.17%Snapshot at 18 Oct 2026, 01:58
#奈飞增长或放缓,广告业务成新看点
Netflix is shifting from a "pure subscription" model to "advertising monetization" as global paid memberships saturate and growth slows. It is cutting costs and improving efficiency through layoffs, while launching low-cost ad packages to attract and retain new users. Additionally, it is expanding its advertising business with exclusive series and live sports broadcasts, aiming to establish this as a second growth curve.
-0 USDT
-0.25%Snapshot at 17 Oct 2026, 23:53
Netflix is shifting from a "pure subscription" model to "advertising monetization" due to global paid membership saturation and slowed growth. It is cutting costs and improving efficiency through layoffs, while launching low-cost ad packages to attract and retain new users. Additionally, it is expanding its advertising business with exclusive series and live sports broadcasts, positioning this as a second growth curve.
#奈飞增长或放缓,广告业务成新看点
+0 USDT
+0.00%Snapshot at 16 Oct 2026, 00:17
#台积电Q3净利润超预期,盈利创历史新高
TSMC released its latest financial report, key data at a glance:
🔹 Net profit: 763.06 billion TWD (YoY +68.7%, a record high)
🔹 Total revenue: 1.49 trillion TWD (YoY +50.9%)
🔹 Gross margin: 66.4% (far exceeding market expectations)
🔹 Advanced process: 7nm and below processes account for 79% of wafer sales
📢 Analysis: AI and high-performance computing (HPC) demand continues to surge, and as the upstream core "shovel seller," TSMC has a very strong profit realization capability, completely dispelling market concerns about a short-term slowdown in AI demand.
+0 USDT
+0.06%Snapshot at 15 Oct 2026, 15:43
$BTC Scenario Simulation (Next 4–8 Weeks)
Strong scenario (probability 30–35%):
Spot ETF funds continue to flow in, BTC daily prices have closed above $80,000 and broken through $82,931, breaking the bear market structure. Market sentiment has turned bullish across the board, with targets set at $90,000–$100,000; challenging the ATH within the year is not impossible. Triggers: Substantive progress of the CLARITY Act, the Fed sending dovish signals, and weekly net inflows of ETFs remain high.
Baseline scenario (45–50% probability):
The price is oscillating in the $70,000–$80,000 range to digest this round of gains, testing the effectiveness of the $71,500 (200-day moving average) and the $68,749–$69,061 support zone. If it can hold above $66,885, it is expected to be strong in the medium term; If it falls below it, a return to the $61,500–$64,000 range should be observed.
Vulnerable scenario (probability 15–20%):
The rebound met resistance at $80,000–$83,000, with long positions taking profits combined with macro bearishness, causing the price to quickly fall below $66,885, testing $61,500–$62,500 or even $58,000. If $58,000 is breached, the head and shoulders top structure will restart, with an extreme measurement target of $41,266. Triggers: regulatory bills stalled, Fed hawkish action beyond expectations, long-term yields surging again.