周一盘中，AppLovin Corporation（NYSE：APP）股价大幅下挫8.63%，主要受到知名做空机构浑水（Muddy Waters）发布的看空报告影响。
浑水的报告重点质疑AppLovin在电商广告业务上的数据收集和使用方式。报告指出，AppLovin可能通过违规手段获取和追踪电商用户数据，这不仅可能违反苹果的用户隐私协议，还涉及对竞争对手数据的不当使用。浑水还质疑AppLovin在电商广告效果上的表现被夸大，并指出部分客户已经开始流失。
这份报告对AppLovin的打击尤为严重，因为它直指公司当前增长战略的核心——电商广告业务。如果浑水的指控属实，AppLovin不仅面临潜在的监管风险，还可能失去重要的业务增长点。面对这一局面，AppLovin CEO已迅速做出回应，否认相关指控，并表示已聘请专业调查机构进行独立调查。然而，市场对此反应强烈，导致股价大幅下跌。
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