在周四（8月7日）的交易中，约会应用Bumble（BMBL）股价出现大幅下跌，盘中暴跌21.44%，引发市场广泛关注。这一跌幅主要源于投资者对公司用户数量下降、人工智能战略存疑以及支出增加的担忧。
根据最新公布的财报数据，Bumble第二季度付费用户总数下降8.7%至380万，反映出整个在线约会行业面临的压力。这一用户流失趋势严重打击了投资者信心，成为股价大跌的主要推手。分析人士指出，持续的通胀压力和创新停滞导致用户参与度下降，这已成为整个约会app行业面临的共同挑战。
为应对"约会疲劳"等长期存在的问题，Bumble正试图通过人工智能创新来提振业务。然而，投资者似乎对公司的AI战略能否带来实质性突破持谨慎态度。同时，市场还担心公司为推进AI战略可能增加的支出。截至目前，Bumble今年股价已累计下跌约6.2%，其未来12个月预期收益倍数为7.96倍，显著低于竞争对手Match Group的14.64倍，反映出投资者对Bumble前景的担忧加剧。面对这些挑战，Bumble如何扭转用户流失趋势、有效推进AI战略，将成为公司未来发展的关键。
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