异动解读 | 机构Fuzzy Panda看空,AppLovin盘前大跌9.15%

异动解读
26 Feb

AppLovin Corporation(股票代码:APP)今日盘前大跌9.15%,引起市场广泛关注。

导致该公司股价大跌的主要原因是,一家名为Fuzzy Panda Research的投资研究机构发布报告看空AppLovin。报告指出,AppLovin的商业模式存在重大隐患,其应用内广告业务将面临严峻挑战。

具体来说,Fuzzy Panda认为AppLovin高度依赖Facebook和Google等大型科技公司的流量来源,一旦这些公司调整政策,AppLovin的营收将遭受重挫。此外,报告还批评了AppLovin在会计处理方面的不透明行为。

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