Roblox Corporation（RBLX）今日盘中大跌5.01%，引发市场关注。
消息面上，摩根大通分析师将Roblox的评级从“增持”下调至“中性”，目标价从145美元下调至100美元。分析师指出，Roblox面临用户参与度下降、预订增长放缓以及利润率压缩的挑战，2026年上涨空间有限。
此外，分析师提到，1月推出的面部年龄估计功能以及俄罗斯的禁令可能对用户参与度产生负面影响。尽管预计明年预订增长20%，但除非出现新的病毒式内容或广告大幅增加，否则股价难有显著上涨。开发者支出的增加也将进一步压缩利润率。
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