7月31日，Roblox盘中下跌18.7%，报35.94美元/股，成交额3.1亿美元。
消息面上，公司公布第二季度财报，多项关键指标不及预期，同时第三季度指引大幅低于市场共识，引发机构集体下调评级。具体而言，Q2日活跃用户数为1.23亿，低于市场预期的1.2871亿；预订额同比增长8%至15.7亿美元，低于预期的16亿美元。Q3营收指引为14.1亿至14.9亿美元，远低于分析师预期的18.7亿美元。Deutsche Bank将评级从"买入"下调至"持有"，目标价从56美元降至38美元；Wedbush下调至"中性"，目标价从65美元降至40美元，称"近乎零能见度"。此外，欧盟确认Roblox将被认定为超大型在线平台，面临更严格合规义务，违规罚款最高可达全球年收入的6%，监管压力与基本面放缓共振加剧抛售。
（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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