周三盘中，游戏软件公司Unity Software（股票代码：U）股价大涨11.55%，引发市场广泛关注。这一显著涨幅主要受益于华尔街分析师的积极评价。
Jefferies分析师Brent Thill将Unity Software的目标价从之前的29美元上调至35美元，达到华尔街最高水平。Thill指出，Unity的Vector产品获得了更多积极评价，第二季度积极评价增加到9次，高于第一季度的7次。此外，广告支出回报率（ROAS）提升至10%-20%范围，明显高于上一季度的5%-7%。分析师预计Vector的影响将在多个季度内显现，对其环比改善感到鼓舞。
关于Unity的引擎业务，Thill观察到Unity 6的使用率接近50%的受访者，已成为使用最广泛的Unity引擎，表明公司的Create部门增长稳定。基于这些积极因素，Jefferies将Unity 2025年和2026年的收入预期分别上调2%和3%，同时将EBITDA预期分别上调11%和9%。这一系列利好消息推动了Unity Software股价的强劲上涨，显示出投资者对公司未来发展前景的信心增强。
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