异动解读｜AppLovin盘中下跌18.18%，二季度营收及业绩指引双双不及预期引发抛售

行情直击08-06

8月6日，AppLovin盘中下跌18.18%，报343.31美元/股，成交额4.2亿美元。

消息面上，公司发布二季度财报，营收19.24亿美元，低于市场预期的19.35亿美元；三季度营收指引中值为20.7亿美元，同样略低于分析师预期的20.8亿美元。尽管净利润同比飙升55%至12.7亿美元，调整后EBITDA同比增长58%至16.1亿美元，但营收与指引的双重不及预期成为股价承压核心原因。CEO将营收缺口归结为AI模型性能提升的"时机"问题，下一个重大升级恰在季度结束后才落地。此外，Piper Sandler将评级从超配下调至中性，目标价从665美元骤降至385美元，加剧市场悲观情绪。

（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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