Roblox Corporation (RBLX) 今日盘前股价大幅下跌22.55%，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，降幅超过10%。同时，公司预计第二季度的日活跃用户数将出现环比下滑。
公司管理层解释称，下调预期的主要原因是新推出的安全功能对业务产生了负面影响。自今年1月开始推行基于年龄的通信功能限制（如年龄验证）以来，平台上的用户互动和通信参与度有所下降，这进而影响了内容的传播力和用户消费。此外，公司于第一季度计提了5700万美元专项支出，用于应对美国多州在青少年保护与数字安全领域的监管和解方案，合规成本上升也侵蚀了利润预期。财报发布后，加拿大投行Canaccord Genuity将Roblox目标价从140美元大幅下调至80美元，反映出机构对其基本面预期的显著恶化。
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