在周四的盘前交易中，约会应用Bumble（BMBL）股价大幅下跌9.54%，引发市场关注。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。面对持续通胀和创新停滞导致的用户参与度下降，Bumble正试图通过人工智能创新来解决长期存在的"约会疲劳"问题。然而，投资者似乎对公司的AI战略能否带来突破持谨慎态度。
值得注意的是，Bumble的竞争对手Match Group虽然也面临类似挑战，但其旗下Hinge应用表现较为强劲。分析师指出，尽管整个行业情绪低迷，但这可能还不是最糟糕的时刻。截至目前，Bumble今年股价已下跌约6.2%，其未来12个月预期收益为7.96倍，低于Match Group的14.64倍，反映出投资者对Bumble前景的担忧。
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