更引人注目的是,市场对Roblox第二季度业绩抱有极高期待。Oppenheimer分析师Martin Yang指出,热门游戏《Grow a Garden》可能为Q2营收带来超预期增长。在最乐观情况下,预订金年化增长率可能达到106%,远超管理层25%的高端预期。即使在保守估计下,同比增长也可能超过40%。这一潜在的"炸裂"业绩预期无疑提振了投资者信心。
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