异动解读 | Unity Software盘中暴跌30.83%,因Q1营收指引不及预期及AI替代担忧

异动解读
Feb 11

Unity Software Inc.(U)今日盘中股价大幅下挫30.83%,引发市场广泛关注。

消息面上,公司公布了2025年第四季度财务业绩,虽然营收和每股收益均超出市场预期,但其对2026年第一季度的营收指引为4.8亿至4.9亿美元,低于分析师普遍预期的约4.92亿美元,这引发了投资者对公司未来增长前景的担忧。

此外,市场对生成式人工智能工具(如谷歌的Project Gemini)未来可能削弱传统游戏开发软件需求的持续忧虑,也加剧了股价的下跌压力。

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