更新版 1-兴登堡研究公司做空 Roblox,称其指标虚高

Reuters
Oct 08, 2024

((自动化翻译由路透提供,请见免责声明 )) (第 1 段增加了股票走势,第 2-3 段增加了细节和背景信息)

路透10月8日 - Hindenburg Research周二披露了对Roblox 的空头头寸,称该游戏平台夸大了包括用户数量在内的指标,导致其股价在盘前交易中下跌7.5%。

该公司将 "人 "与日活跃用户混为一谈,因为它自己对DAUs的定义是,该指标不是衡量 "访问Roblox的独特个人 "的标准。

Roblox 没有立即回应路透的置评请求。卖空者说,DAU 可能包括机器人或备用账户,不是用户数量的精确指标。

由于受益于平台上各种游戏的强劲消费,该公司在 8 月份上调了年度预订预期 (link)。

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