智通财经APP获悉，周一美股，AI应用龙头AppLovin(APP.US)暴跌近12%，延续了自2月14日创下510美元历史新高以来的大幅抛售趋势，累计跌幅已超过50%。尽管如此，花旗仍重申其“买入”评级，并维持600美元的目标价，认为近期看空报告中的"虚假指控"以及动量股的整体抛售潮是导致此次下跌的原因之一。
以Jason Bazinet为首的花旗分析师在报告中写道：“基于同行的营收增长率、息EBITDA利润率和股权价值，AppLovin的合理估值应为每股550美元。”花旗指出，当前估值暗示AppLovin股权价值归零的概率高达50%，这一数字被花旗称为"异常之高"。
花旗将市场对AppLovin的质疑归因于该公司快速成功背后的不透明商业模式，而非看空论点的合理性。
据了解，Fuzzy Panda和Culper两家做空机构最近联合发布做空报告，直指AppLovin存在欺诈和盗窃行为，指控其通过隐蔽的点击诱导和点击欺诈，让用户在不知情的情况下点击广告，从而虚高广告点击率(CTR)。
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