分析师认为,报告夸大了点击量和安装量的重要性,广告主更关注投资回报率(ROAS),而不是点击量和安装量本身。换言之,游戏和电商广告主愿意在点击和安装上投入更多广告费用,是因为这些用户的后续消费能力。但在 AppLovin正面回应指控前,其股价仍会受影响。针对引发热门AI应用公司AppLovin暴跌的做空报告,瑞银发布反驳文章称,报告夸大了点击量和安装量的重要性,广告主更关注投资回报率(ROAS),...
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