异动解读｜AppLovin盘中下跌3.12%，BTIG大幅下调目标价叠加美银降级余波延续抛压

行情直击08-13

8月12日，AppLovin盘中下跌3.12%，报308.74美元/股，成交额14.33亿美元。

消息面上，BTIG将AppLovin目标价从574美元大幅下调至408美元，维持买入评级；此前一日美国银行已将其评级从"买入"下调至"中性"，目标价从430美元降至400美元，指出公司30%长期年收入增长目标缺乏充分证据，并将2027年营收增速预期从31%下调至23%。基本面上，AppLovin二季度营收19.2亿美元同比增53%但低于预期，AI模型升级部署延迟被认为是当季表现不及指引的主因，多家投行集中调降目标价加剧市场抛压。

（以上内容均基于市场公开消息，由程序或算法智能生成，仅作为股价异动提醒，不作为投资建议或交易依据。）

免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

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