异动解读 | 移動廣告科技股AppLovin大漲 受惠特朗普政策主張

异动解读
11 Nov 2024

移動廣告科技公司AppLovin(APP)股價本週迎來大漲,盤中一度大漲11.37%,觸及48.35美元歷史新高,年內累計已上漲662%,遠超芯片巨頭Nvidia年內漲幅200%,成為科技股行情中的大贏家。

AppLovin股價飆升獲得提振,主要受惠於新當選美國總統特朗普競選期間提出的一系列產業政策主張。市場預期,特朗普在執政期間,將大力支持人工智能、加密貨幣等新興科技行業的發展,為AppLovin這樣利用人工智能算法提升移動廣告效益的公司帶來利好。

此外,特朗普曾承諾將支持發展加密貨幣產業,包括建立戰略性比特幣儲備。投資者預計,未來AppLovin有望在區塊鏈廣告業務上取得新突破。比特幣週一一度升破81000美元,創歷史新高。

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