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APP AppLovin Corporation
交易中 02-23 13:25:18 EST
380.53
-38.15
-9.11%
最高
404.00
最低
376.78
成交量
472.60万
今开
401.76
昨收
418.68
日振幅
6.50%
总市值
1,286亿
流通市值
882.74亿
总股本
3.38亿
成交额
18.14亿
换手率
2.04%
流通股本
2.32亿
市净率
--
ROE
--
每股收益
0.00
52周最高
--
52周最低
--
市盈率
--
股息
--
股息收益率
--
ROA
--
分时
五日
日K
周K
月K
数据加载中...
北京优虎网络科技有限公司
资讯
新帖
简况
美股异动 | AI应用软件股下跌,AppLovin、Figma跌超9%
老虎资讯综合 · 02-23 22:45
美股异动 | AI应用软件股下跌,AppLovin、Figma跌超9%
Applovin Corporation盘中异动 股价大跌4.58%
市场透视 · 02-23 22:31
Applovin Corporation盘中异动 股价大跌4.58%
Applovin盘前涨6.19% 传公司计划与OpenAI展开合作
金吾资讯 · 02-20
Applovin盘前涨6.19% 传公司计划与OpenAI展开合作
异动解读 | 传与OpenAI合作推动ChatGPT广告变现,AppLovin盘前大涨6.83%
异动解读 · 02-20
异动解读 | 传与OpenAI合作推动ChatGPT广告变现,AppLovin盘前大涨6.83%
盘前异动|Opendoor大涨15%,AppLovin涨7%,贵金属、加密货币拉升
老虎资讯综合 · 02-20
盘前异动|Opendoor大涨15%,AppLovin涨7%,贵金属、加密货币拉升
美股夜盘 | Opendoor飙升20%,Q4业绩超市场预期;Applovin涨超6%,传OpenAI拟与其展开合作
老虎资讯综合 · 02-20
美股夜盘 | Opendoor飙升20%,Q4业绩超市场预期;Applovin涨超6%,传OpenAI拟与其展开合作
传OpenAI拟与Applovin展开合作,寻求为ChatGPT商业化
老虎资讯综合 · 02-20
传OpenAI拟与Applovin展开合作,寻求为ChatGPT商业化
尽管华尔街看空软件股,散户投资者却大举涌入
老虎资讯综合 · 02-19
尽管华尔街看空软件股,散户投资者却大举涌入
城堡证券:美股散户疯狂“抄底”软件股,“扫货”资金量创历史新高
智通财经 · 02-19
城堡证券:美股散户疯狂“抄底”软件股,“扫货”资金量创历史新高
Applovin Corporation盘中异动 早盘急速上涨3.01%
市场透视 · 02-18
Applovin Corporation盘中异动 早盘急速上涨3.01%
异动解读 | AI应用股整体走低,AppLovin盘中大跌5.04%
异动解读 · 02-18
异动解读 | AI应用股整体走低,AppLovin盘中大跌5.04%
Applovin Corporation盘中异动 早盘大幅跳水3.01%
市场透视 · 02-17
Applovin Corporation盘中异动 早盘大幅跳水3.01%
Applovin Corporation2025财年实现净利润34.33亿美元,同比增加117.69%
市场透视 · 02-16
Applovin Corporation2025财年实现净利润34.33亿美元,同比增加117.69%
异动解读 | AI应用软件股回暖,AppLovin盘中大涨5.11%
异动解读 · 02-14
异动解读 | AI应用软件股回暖,AppLovin盘中大涨5.11%
AI应用软件股回暖,Reddit涨超7%,Snowflake涨超5%
老虎资讯综合 · 02-13
AI应用软件股回暖,Reddit涨超7%,Snowflake涨超5%
业绩爆表股价却崩了!AppLovin遭AI与竞对担忧重挫20%,分析师高喊:护城河还在
智通财经 · 02-13
业绩爆表股价却崩了!AppLovin遭AI与竞对担忧重挫20%,分析师高喊:护城河还在
Applovin(纪要):对与 Meta 的竞争极具信心
海豚研究 · 02-13
Applovin(纪要):对与 Meta 的竞争极具信心
AI应用概念股普跌,AppLovin大跌15%,Spotify跌超7%
老虎资讯综合 · 02-12
AI应用概念股普跌,AppLovin大跌15%,Spotify跌超7%
异动解读 | 遭多家投行下调目标价,AppLovin盘中大跌11.53%
异动解读 · 02-12
异动解读 | 遭多家投行下调目标价,AppLovin盘中大跌11.53%
AppLovin(APP)盘前跌超4% 第四季业绩表现强劲 惟摩通削公司目标价至500美元
金吾财讯 · 02-12
AppLovin(APP)盘前跌超4% 第四季业绩表现强劲 惟摩通削公司目标价至500美元
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公司概况
公司名称:
AppLovin Corporation
所属市场:
NASDAQ
上市日期:
--
主营业务:
Applovin Corporation于2011年7月18日在特拉华州注册成立。该公司的使命是在公司与其理想客户之间建立有意义的联系。该公司为企业提供端到端的人工智能驱动的广告解决方案,以覆盖、货币化和扩大其全球受众。该公司还运营着一系列自有移动应用程序。公司规模化的商业模式与广告生态系统错综复杂地联系在一起,提供了持久的竞争优势。
发行价格:
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22:45","pubTimestamp":1771857924,"startTime":"0","endTime":"0","summary":"2月23日,AI应用软件股盘初下跌,$AppLovin(APP)$跌超9%,$Palantir(PLTR)$跌超5%,$赛富时(CRM)$、$Snowflake(SNOW)$、$ServiceNow(NOW)$跌超4%。","market":"us","thumbnail":"https://static.tigerbbs.com/76824cd4c5b97eaacdaab63d96995a28","type":0,"news_type":0,"thumbnails":["https://static.tigerbbs.com/76824cd4c5b97eaacdaab63d96995a28"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":true,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["BK4581","BK4535","BK4550","BK4585","FIG","BK4534","BK4588","APP"],"gpt_icon":0},{"id":"2613278047","title":"Applovin Corporation盘中异动 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传公司计划与OpenAI展开合作","url":"https://stock-news.laohu8.com/highlight/detail?id=2612652266","media":"金吾资讯","labels":["corporation"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2612652266?lang=zh_cn&edition=full","pubTime":"2026-02-20 18:30","pubTimestamp":1771583449,"startTime":"0","endTime":"0","summary":"金吾财讯 | Applovin(APP)盘前股价延续升势,暂涨6.19%,报437.5美元。据报OpenAI拟与Applovin展开合作,通过广告实现商业化。另外消息,公司一位高管在最近的播客节目中透露,公司正着手打造自己的社交网络平台。此前,该公司曾试图收购TikTok在中国以外的业务,但最终未能成功。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260220183111a70d13b3&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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传与OpenAI合作推动ChatGPT广告变现,AppLovin盘前大涨6.83%","url":"https://stock-news.laohu8.com/highlight/detail?id=1165296240","media":"异动解读","labels":["movement"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/1165296240?lang=zh_cn&edition=full","pubTime":"2026-02-20 17:44","pubTimestamp":1771580693,"startTime":"0","endTime":"0","summary":"广告技术公司AppLovin Corporation(APP)今日盘前股价大幅上涨6.83%,引起了市场的广泛关注。消息面上,有市场传闻称,人工智能研究公司OpenAI计划与AppLovin展开合作,旨在通过广告为ChatGPT实现商业化变现。这一潜在的合作关系被视为对AppLovin广告技术平台及其增长潜力的重大利好,从而提振了投资者信心。据悉,该消息最初源自OpenAI近期举行的融资沟通会,尽管合作细节尚未得到双方官方正式确认,但传闻已迅速在市场中传播,并直接推动了AppLovin股价在盘前交易时段的显著上扬。","market":"us","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"374bbfd0b8d3679d1c10cd7b8068b85e","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"movement","news_rank":0,"length":0,"strategy_id":0,"source":"ai_movement_cn","symbols":["APP"],"gpt_icon":0},{"id":"1152175247","title":"盘前异动|Opendoor大涨15%,AppLovin涨7%,贵金属、加密货币拉升","url":"https://stock-news.laohu8.com/highlight/detail?id=1152175247","media":"老虎资讯综合","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/1152175247?lang=zh_cn&edition=full","pubTime":"2026-02-20 17:17","pubTimestamp":1771579049,"startTime":"0","endTime":"0","summary":"美股三大指数期货在盘前交易时段集体上涨。","market":"us","thumbnail":"https://static.tigerbbs.com/3a33c23f8e5a366189f532d19af270ed","type":0,"news_type":0,"thumbnails":["https://static.tigerbbs.com/3a33c23f8e5a366189f532d19af270ed"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"6ad57e01c0ccb742e176d1b2ef14bba2","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":true,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["GOOG","APP","OPEN"],"gpt_icon":1},{"id":"1131427883","title":"美股夜盘 | Opendoor飙升20%,Q4业绩超市场预期;Applovin涨超6%,传OpenAI拟与其展开合作","url":"https://stock-news.laohu8.com/highlight/detail?id=1131427883","media":"老虎资讯综合","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/1131427883?lang=zh_cn&edition=full","pubTime":"2026-02-20 09:03","pubTimestamp":1771549436,"startTime":"0","endTime":"0","summary":"2月20日,美股夜盘时段,Opendoor飙升20%,第四季度营收和调整后EBITDA均超市场预期;Applovin涨超6%,传OpenAI拟与其展开合作,寻求为ChatGPT商业化;","market":"us","thumbnail":"https://static.tigerbbs.com/5d1fe578ee46cbe0d24c33435ff25ae5","type":0,"news_type":0,"thumbnails":["https://static.tigerbbs.com/5d1fe578ee46cbe0d24c33435ff25ae5"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"d714cbc4f821ed455fc61f96ceffe9c2","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":true,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["OPEN","APP"],"gpt_icon":0},{"id":"1167451672","title":"传OpenAI拟与Applovin展开合作,寻求为ChatGPT商业化","url":"https://stock-news.laohu8.com/highlight/detail?id=1167451672","media":"老虎资讯综合","labels":["corporation"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/1167451672?lang=zh_cn&edition=full","pubTime":"2026-02-20 07:38","pubTimestamp":1771544296,"startTime":"0","endTime":"0","summary":"美股周四盘后,传OpenAI拟与Applovin展开合作,通过广告实现商业化。来自社交媒体的X平台消息显示,OpenAI在周四的融资沟通会上提及,已开始与AppLovin合作,通过广告为ChatGPT实现变现。受此消息影响,AppLovin 盘后股价大幅走高。发布该消息用户表示,仍在核实相关信息。尽管消息尚未得到证实,但已有多个账号报道类似内容,推动AppLovin盘后股价曾升7%。","market":"us","thumbnail":"https://encrypted-tbn0.gstatic.com/images?q=tbn:ANd9GcTBYY7EAaXVZHLIaFoT7cxQmv_YqAKw_dzw2A&s","type":0,"news_type":0,"thumbnails":["https://encrypted-tbn0.gstatic.com/images?q=tbn:ANd9GcTBYY7EAaXVZHLIaFoT7cxQmv_YqAKw_dzw2A&s"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"d714cbc4f821ed455fc61f96ceffe9c2","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":true,"source_rank":0,"column":"","sentiment":"1","news_top_title":"传OpenAI拟与Applovin展开合作,寻求为ChatGPT商业化","news_tag":"corporation","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["APP"],"gpt_icon":0},{"id":"1152587284","title":"尽管华尔街看空软件股,散户投资者却大举涌入","url":"https://stock-news.laohu8.com/highlight/detail?id=1152587284","media":"老虎资讯综合","labels":["corporation"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/1152587284?lang=zh_cn&edition=full","pubTime":"2026-02-19 23:25","pubTimestamp":1771514744,"startTime":"0","endTime":"0","summary":"去年,当专业人士因关税担忧而畏首畏尾时,散户投资者却大胆入市,表现超越了专业投资者。策略师们表示,尽管二月份华尔街出现了残酷的从科技股轮动撤资活动,但散户投资者却重新开始抛售标普500指数中其他470只股票,以便持续逢低买入\"科技七巨头\"和人工智能相关股票。他表示,他正在密切关注散户投资者购买热情是否有所减退的任何迹象。","market":"us","thumbnail":"https://community-static.tradeup.com/news/364d791823763e84234c554ee89de8a2","type":0,"news_type":0,"thumbnails":["https://community-static.tradeup.com/news/364d791823763e84234c554ee89de8a2"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"eec8d6a4f733dd0a7dd3bb90cfab7d64","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":true,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"corporation","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["AI","APP","FIG"],"gpt_icon":1},{"id":"2612447365","title":"城堡证券:美股散户疯狂“抄底”软件股,“扫货”资金量创历史新高","url":"https://stock-news.laohu8.com/highlight/detail?id=2612447365","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2612447365?lang=zh_cn&edition=full","pubTime":"2026-02-19 08:47","pubTimestamp":1771462055,"startTime":"0","endTime":"0","summary":"据城堡证券股票及股票衍生品策略主管Scott Rubner称,散户交易员在城堡证券平台上购买软件股票的支出创下历史新高。Rubner周二在给客户的报告中写道:“我们平台上的净名义金额已达到前所未有的水平。购买活动的规模、持续时间和广度都显著超过了之前的峰值,凸显了散户在2026年初作为新增需求主要来源的作用。”法律软件和出版类股随后也遭遇暴跌。","market":"us","thumbnail":"https://static.tigerbbs.com/817cce8afd9c6d0c800f1364edda0141","type":0,"news_type":0,"thumbnails":["https://static.tigerbbs.com/817cce8afd9c6d0c800f1364edda0141"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1405883.html","is_publish_highlight":true,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["BK4550","TEM","MNDY","AI","SOUN","BK4588","APP","BK4581","BK4585","BK4534","RDDT","BK4535"],"gpt_icon":0},{"id":"2612644481","title":"Applovin Corporation盘中异动 早盘急速上涨3.01%","url":"https://stock-news.laohu8.com/highlight/detail?id=2612644481","media":"市场透视","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2612644481?lang=zh_cn&edition=full","pubTime":"2026-02-18 22:46","pubTimestamp":1771425998,"startTime":"0","endTime":"0","summary":"北京时间2026年02月18日22时46分,Applovin Corporation股票出现异动,股价大幅拉升3.01%。Applovin Corporation股票所在的广告营销行业中,整体涨幅为2.53%。Applovin Corporation公司简介:AppLovin 是一家垂直整合的广告技术公司,它既是广告主的按需平台,又是发布商的供应方平台,同时也是促进两者之间交易的交易平台。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2026021822463895416996&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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AI应用股整体走低,AppLovin盘中大跌5.04%","url":"https://stock-news.laohu8.com/highlight/detail?id=1121588271","media":"异动解读","labels":["movement"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/1121588271?lang=zh_cn&edition=full","pubTime":"2026-02-18 01:34","pubTimestamp":1771349683,"startTime":"0","endTime":"0","summary":"AppLovin Corporation (APP) 今日盘中股价大幅下跌5.04%,引起了市场关注。消息面上,AI应用股今日普遍走低,拖累了AppLovin的股价表现。据报道,AI应用软件板块出现个别发展,部分个股下跌,AppLovin是其中之一。整体来看,AI应用股的市场情绪似乎受到影响,导致该板块内多只股票承压,AppLovin的下跌与这一板块趋势相符。","market":"us","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"movement","news_rank":0,"length":0,"strategy_id":0,"source":"ai_movement_cn","symbols":["APP"],"gpt_icon":0},{"id":"2612463046","title":"Applovin Corporation盘中异动 早盘大幅跳水3.01%","url":"https://stock-news.laohu8.com/highlight/detail?id=2612463046","media":"市场透视","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2612463046?lang=zh_cn&edition=full","pubTime":"2026-02-17 22:40","pubTimestamp":1771339253,"startTime":"0","endTime":"0","summary":"北京时间2026年02月17日22时40分,Applovin Corporation股票出现波动,股价快速下跌3.01%。Applovin Corporation股票所在的广告营销行业中,整体跌幅为2.05%。Applovin Corporation公司简介:AppLovin 是一家垂直整合的广告技术公司,它既是广告主的按需平台,又是发布商的供应方平台,同时也是促进两者之间交易的交易平台。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2026021722405497a6670d&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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Corporation2025财年实现净利润34.33亿美元,同比增加117.69%","url":"https://stock-news.laohu8.com/highlight/detail?id=2611120178","media":"市场透视","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2611120178?lang=zh_cn&edition=full","pubTime":"2026-02-16 00:00","pubTimestamp":1771171228,"startTime":"0","endTime":"0","summary":"2月16日,Applovin Corporation公布财报,公告显示公司2025财年净利润为34.33亿美元,同比增加117.69%;其中营业收入为54.81亿美元,同比增加16.39%,每股基本收益为9.84美元。从资产负债表来看,Applovin Corporation总负债51.25亿美元,其中短期债务13.94百万美元,资产负债比为1.42,流动比率为3.33。机构评级:截至2026年2月16日,当前有24家机构对Applovin Corporation目标价做出预测,其中目标均价为671.29美元,其中最低目标价为458.00美元,最高目标价为860.00美元。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260216000036a4a7db58&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description 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AI应用软件股回暖,AppLovin盘中大涨5.11%","url":"https://stock-news.laohu8.com/highlight/detail?id=1181990072","media":"异动解读","labels":["movement"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/1181990072?lang=zh_cn&edition=full","pubTime":"2026-02-14 03:37","pubTimestamp":1771011427,"startTime":"0","endTime":"0","summary":"AppLovin Corporation (APP) 今日盘中大涨5.11%,引起了市场的关注。消息面上,AI应用软件股行情有所回暖,个股普涨,带动了AppLovin的股价上涨。","market":"sg","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"movement","news_rank":0,"length":0,"strategy_id":0,"source":"ai_movement_cn","symbols":["APP"],"gpt_icon":0},{"id":"1166050429","title":"AI应用软件股回暖,Reddit涨超7%,Snowflake涨超5%","url":"https://stock-news.laohu8.com/highlight/detail?id=1166050429","media":"老虎资讯综合","labels":["movement"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/1166050429?lang=zh_cn&edition=full","pubTime":"2026-02-13 23:04","pubTimestamp":1770995064,"startTime":"0","endTime":"0","summary":"赛富时、ServiceNow涨超3%。","market":"us","thumbnail":"https://static.tigerbbs.com/a71f2e841f41296ab54da9b508f688a4","type":0,"news_type":0,"thumbnails":["https://static.tigerbbs.com/a71f2e841f41296ab54da9b508f688a4"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"3ec4c57be7c44f98877df8b5103da03d","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":true,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"movement","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["NOW","APP","SPOT","SNOW","CRM","RDDT"],"gpt_icon":0},{"id":"2611189331","title":"业绩爆表股价却崩了!AppLovin遭AI与竞对担忧重挫20%,分析师高喊:护城河还在","url":"https://stock-news.laohu8.com/highlight/detail?id=2611189331","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2611189331?lang=zh_cn&edition=full","pubTime":"2026-02-13 12:41","pubTimestamp":1770957662,"startTime":"0","endTime":"0","summary":"智通财经APP获悉,尽管交出超预期的四季报及指引,AppLovin周四仍收跌19.68%。“我们当前关注的是电商业务在2026上半年爬坡,以及网页自助工具全面铺开。以AppLovin目前17倍2027年EBITDA的估值,电商/网页广告若能突破,将成为2026年及以后估值提升与盈利上修的关键催化剂。”该行指出,游戏类标的持续遭抛售,主因“AI风险被无差别定价”。AppLovin首席执行官兼联合创始人亚当·福鲁吉在财报会上直面竞争议题。竞争对手Unity延续跌势,继周三收跌26%后,周四收跌8.2%。","market":"sh","thumbnail":"https://community-static.tradeup.com/news/ac038a03c7108310c7f1ba3fe035caed","type":0,"news_type":0,"thumbnails":["https://community-static.tradeup.com/news/ac038a03c7108310c7f1ba3fe035caed"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"23160edfb358c319aaa8ee94485653ef","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1405043.html","is_publish_highlight":true,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["APP"],"gpt_icon":1},{"id":"2611518110","title":"Applovin(纪要):对与 Meta 的竞争极具信心","url":"https://stock-news.laohu8.com/highlight/detail?id=2611518110","media":"海豚研究","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2611518110?lang=zh_cn&edition=full","pubTime":"2026-02-13 10:54","pubTimestamp":1770951256,"startTime":"0","endTime":"0","summary":"- 随着更多竞争者进入,竞价密度增加,即便 Applovin 自身的赢得率下降,但整体广告池在扩大。- Applovin 只竞标其 AI 模型认为价值最高的那部分流量;对于模型认为价值较低的流量,即便竞争对手赢得拍卖,Applovin 仍可赚取5% 的服务费。b. 当数以百万计的 AI 生成内容涌入市场时,精准匹配用户与内容的能力将成为最具溢价的环节。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260213124824a6f62012&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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