異動解讀｜AppLovin盤中上漲3.05%，AI應用概念反彈疊加多投行維持買入評級

行情直擊

09/05

9月4日，AppLovin盤中上漲3.05%，報323.13美元/股，成交額5.82億美元。消息面上，AI應用軟件股集體反彈，Roblox、AppLovin等漲幅居前，板塊情緒回暖。近期多家投行密集調整目標價但維持看好立場：Evercore ISI將目標價從630美元下調至510美元，維持跑贏大盤評級；Needham將目標價從475美元上調至500美元，維持買入評級。此前AppLovin因二季度營收19.2億美元不及預期、AI模型升級延遲至三季度，股價自高位大幅回落。管理層已確認模型改進於三季度初部署，並維持長期30%以上增長目標，市場情緒逐步修復。

（以上內容均基於市場公開消息，由程序或算法智能生成，僅作為股價異動提醒，不作為投資建議或交易依據。）

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