Roblox Corporation（RBLX）在今日夜盘交易中股价大幅下跌21.59%，引发了市场的高度关注。
消息面上，公司大幅下调了2026财年的年度预订额预期。预计全年预订额将在73.3亿美元至76亿美元之间，显著低于此前预期的82.8亿美元至85.5亿美元。同时，公司预计第二季度的日活跃用户数将出现环比下滑。
公司首席财务官表示，自今年1月开始推行基于年龄的通信功能限制等安全举措以来，平台上的用户互动和通信参与度有所下降。这些旨在保护青少年用户的新安全功能，对用户增长和平台消费产生了连锁负面影响，是导致财务预期下调及股价重挫的主要原因。
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