8月21日，AppLovin盘中下跌3.04%，报303.51美元/股，成交额1.96亿美元，股价再创近期新低。
消息面上，Loop Capital于8月20日将AppLovin目标价从860美元大幅下调至600美元，维持买入评级。此前一周内，花旗（650→600美元）、Benchmark（500→440美元）亦先后下调目标价。叠加美银此前将评级从买入降至中性、目标价下调至400美元，投行集中调降形成持续抛压。
基本面来看，公司二季度营收19.2亿美元同比增长53%，但低于市场预期的19.4亿美元，核心原因系一项重大AI模型架构升级延迟至三季度部署。RBC指出该问题属执行节奏偏差而非需求或竞争环境变化。当前华尔街一致目标均价约522.68美元，较现价仍有显著上行空间，但短期市场对增长可持续性的分歧仍在消化中。
（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。）
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