周一盘中，有"元宇宙第一股"之称的Roblox Corporation（股票代码：RBLX）股价大涨5.13%，引发市场关注。此次股价上涨主要受到公司优异的第二季度财报以及多家知名券商上调目标价的推动。
据悉，Roblox在近期公布的第二季度财报中表现亮眼。公司Q2营收同比增长21%至10.8亿美元，预订量同比增长51%至14.4亿美元，大幅超出管理层和投资者预期。用户参与度方面，平均每日活跃用户同比增长41%，达到1.12亿人；用户参与时长跃升58%，达到274亿小时。这些数据充分体现了Roblox平台的强劲增长动能。
受此利好消息影响，多家券商纷纷上调了Roblox的目标价。摩根大通重申对该股的"增持"评级，将2025年12月目标价从125美元上调至150美元。摩根士丹利则维持买入评级，并将目标价从70美元大幅上调至170美元。分析师普遍认为，Roblox在变现方面具备巨大潜力，包括广告和电商两条正在加速的新收入来源，这将支撑平台实现持续20%以上的预订量增长。随着公司逐步走出重投资周期，预计自由现金流有望在未来几年实现显著增长。
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.