异动解读｜AppLovin盘中上涨3.05%，AI应用概念反弹叠加多投行维持买入评级

行情直击09-05

9月4日，AppLovin盘中上涨3.05%，报323.13美元/股，成交额5.82亿美元。消息面上，AI应用软件股集体反弹，Roblox、AppLovin等涨幅居前，板块情绪回暖。近期多家投行密集调整目标价但维持看好立场：Evercore ISI将目标价从630美元下调至510美元，维持跑赢大盘评级；Needham将目标价从475美元上调至500美元，维持买入评级。此前AppLovin因二季度营收19.2亿美元不及预期、AI模型升级延迟至三季度，股价自高位大幅回落。管理层已确认模型改进于三季度初部署，并维持长期30%以上增长目标，市场情绪逐步修复。

（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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