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星星的web3计划
年内跌了59%,一份财报盘后一夜涨回36%
AppLovin Q3营收21.85亿美元,同比+55%
净利润14.39亿美元,同比+72%
每赚100美元,66美元是净利润
EPS 4.30美元,超预期4.03美元
Q4指引23.65-23.95亿美元,也高于预期的22.5亿
董事会还加了32亿美元回购额度
我觉得这不是广告回暖,是AI模型开始替它印钱
失效位是Q4指引落空,或者净利率掉回50%以下
你站哪边:66%的净利率能撑住,还是这只是跌多了的报复性反弹?
$APP $META
#美股AI板块走势分化:云服务商走强、数据中心股承压

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