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_老虎社区_美港股上老虎

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

智通财经APP获悉，尽管交出超预期的四季报及指引，AppLovin(APP.US)周四仍收跌19.68%。市场担忧人工智能赛道拥挤，且Meta(META.US)、谷歌(GOOGL.US)及CloudX加大布局游戏内广告，恐削弱其优势。但多数分析师仍持乐观态度，认为电商自助平台等增长驱动力尚待释放。摩根士丹利分析师马修·科斯特团队在研报中指出：“关于Meta，公司强调其Audience ...

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