9月23日,AppLovin盘前下跌3.45%,报317.0美元/股,成交额234.8万美元。消息面上,做空机构Fuzzy Panda Research与Culper Research同日发布做空报告,对公司发起双线攻击。
Fuzzy Panda Research指控AppLovin从Meta窃取数据,称其所谓的"暗广告"行为是实现高速增长的真正原因;Culper Research则指控公司利用应用权限,通过广告在用户手机上静默安装后门应用程序。受做空报告冲击,AppLovin盘中一度暴跌约20%。此前公司股价刚因CEO披露全年60亿美元现金流预期及花旗研报显示电商客户增速创五个月新高而回升,做空报告的密集发布令短期反弹势头受阻。
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