8月11日，AppLovin盘中下跌3.95%，报325.88美元/股，成交额2.04亿美元。该股延续财报发布后的弱势走势，继此前单日暴跌约20%后持续承压。
消息面上，美国银行将AppLovin评级从"买入"下调至"中性"，目标价从430美元降至400美元，成为最新一家下调该股评级的华尔街大行。此前，Piper Sandler已将其从"超配"降至"中性"，目标价从665美元骤降至385美元；富国银行同样下调至"平配"，目标价削减至357美元。多家机构集中降级反映出市场对公司增长动能放缓的担忧加深。
基本面上，AppLovin二季度营收19.2亿美元，同比增53%但低于预期的19.4亿美元，三季度指引中值20.7亿美元亦略逊于市场预期，AI模型升级部署延迟被认为是当季表现不佳的主因。
（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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