<p><strong>Unity Software Inc. 纽交所：U</strong> 是一家领先的平台，被软件开发人员用来创建和管理实时 3D 内容。其核心产品是 Unity 游戏引擎，视频游戏开发人员用它来创建视频游戏和互动娱乐体验。Unity 的游戏引擎在几乎所有视频游戏中使用，以及全球前 1000 款移动游戏的 70% 中使用。</p>
<p>这家计算机和技术行业公司在 2023 年 7 月实施 “运行费” 时受到了严重抨击，最初是根据安装视频游戏的次数或设备触发的。这一负面反应和情绪逆转导致其股价从 47.16 美元暴跌至 2024 年 8 月 7 日的历史最低点 13.90 美元。Unity 已经做出调整，可能正在重返正轨。</p>
<p>获取 <strong>Unity Software</strong> 警报：</p>
<p>Unity Software 与 <strong>Roblox Inc. 纽交所：RBLX</strong>、<strong>Adobe Inc. 纳斯达克：ADBE</strong> 和 <strong>Autodesk Inc. 纳斯达克：ADSK</strong> 竞争。</p>
<h2><strong>从运行费风波中恢复</strong></h2>
<p>运行费事件导致开发人员考虑转向其他游戏引擎许可证，包括其主要竞争对手 Unreal Engine。批评者认为这是一种不公平惩罚更受欢迎游戏的金钱筹集方式，是对较小工作室和开发人员的双重打击。Unity CEO John Riccitiello 在最初公布后公开道歉，并在定价政策失败几周后迅速辞职。</p>
<p>经过多次调整，最新的运行费政策适用于在 Unity 6 或更高版本游戏引擎上制作的游戏。使用 Unity 个人版的开发人员不受影响，但在收入达到 20 万美元后必须升级。该费用仅适用于过去 12 个月中至少有 100 万美元总收入并有 100 万次首次安装的公司。该费用为游戏月收入的 2.5% 或根据月内独立参与次数计算的费用中较低者。开发人员应自愿报告这两个统计数据。目标是确保较小的开发人员不会受到重创，同时仍然能从较大工作室中获得收入。Unity CEO John Riccitiello 在定价政策失败几周后辞职。</p>
<h2><strong>Unity 的核心业务正在增长</strong></h2>
<p>Unity 的创造解决方案部门推动了 4% 的年度收入增长，核心订阅增长了 14%。这一点很重要，因为该部门包括所有 Unity 游戏引擎的收入、订阅、席位许可和运行费。这可能表明运行费风波可能终于要过去了。Unity 6 游戏引擎预计将在年底推出，并将实施新的运行费模式。Unity 6 是一个高性能平台，预计将提供改进的工作流程、提高渲染速度，并包括人工智能功能。</p>
<h2><strong>Unity 下调业绩指引</strong></h2>
<p>Unity Software 报告了 2024 年第二季度每股亏损 32 美分，低于每股亏损 13 美分的共识预期。收入继续同比下滑 15.8%，至 4.493 亿美元，超过 4.3837 亿美元的共识预期。然而，核心战略组合收入同比增长 6%，达到 4.26 亿美元。调整后的 EBITDA 增至 1.13 亿美元。</p>
<p>Unity 预计 2024 年第三季度战略组合收入将在 4.15 亿美元至 4.2 亿美元之间，调整后的 EBITDA 在 7500 万美元至 8000 万美元之间。全年 2024 年收入预计在 16.8 亿美元至 16.9 亿美元之间，低于之前的 17.6 亿美元至 18 亿美元的指引。调整后的 EBITDA 也从 3.4 亿美元至 3.5 亿美元下调至 2 亿美元至 4.25 亿美元。Unity 股价在其首席财务官辞职消息后出现反弹。该公司将专注于提升其移动游戏广告收入。</p>
<h2><strong>摩根大通 给予 Unity 升级</strong></h2>
<p>2024 年 9 月 3 日，摩根大通将 Unity 股票评级从 Equal Weight 升级为 Overweight，并设定 22 美元的目标价。分析师 Matthew Cost 指出，2024 年全年指引下调降低了风险，而 Unity 在移动领域的 70% 市场份额突显了其强大的竞争优势。</p>
<h2><strong>Unity 股票正在形成可能的反向头肩顶图案</strong></h2>
<p>反向头肩顶图案是由三个低谷组成的看涨图案。突破触发线位于颈线之上，连接了各低谷的回撤。</p>
<p><img src="https://imageproxy.pbkrs.com/https://www.marketbeat.com/logos/articles/med_20240908183028_chartw-u.jpg?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" original-src="https://imageproxy.pbkrs.com/https://www.marketbeat.com/logos/articles/med_20240908183028_chartw-u.jpg"/></p>
<p>左肩代表第一个低谷，随后回撤至颈线。头部代表 13.96 美元的最低谷，随后反弹至颈线。右肩正在 15.66 美元处受到测试。如果 U 能突破 17.89 美元的颈线，可能会触发朝着摩根大通 20 美元目标价的涨势。然而，如果 U 持续下跌，右肩将在反弹后形成。每日相对强度指数（RSI）再次在 46 水平下转向。<strong>Fibonacci</strong>（<strong>Fib</strong>）回撤支撑水平分别为 15.16 美元、13.96 美元、13.32 美元和 12.42 美元。</p>
<p>Unity 的平均共识目标价为 <strong>26.46 美元</strong>，最高分析师目标价为 <strong>56.00 美元</strong>。</p>
<p><strong>可操作的期权策略</strong>：看涨投资者可以在 Fib 回撤支撑水平使用现金担保的认购期权进行买入，以买入回调并编写认购期权以执行轮式策略获取收入。</p>
<p>一种 <strong>穷人的备兑认购</strong>（PMCC）策略在这种投机上资金需求较低，涉及购买深度虚值（ITM）后月认购期权并出售跨月虚值（OTM）前月认购期权。</p>
<p>→ 15 美元股票推动 NVIDIA、特斯拉和微软（来自市场背后）（广告）</p>
<p><img src="https://imageproxy.pbkrs.com/https://www.marketbeat.com/scripts/TriggeredCampaignPixel.ashx/query-UGxhY2VtZW50PU5hdGl2ZURpc3BsYXkmU291cmNlPU5hdGl2ZURpc3BsYXkmVHJpZ2dlcmVkQ2FtcGFpZ25JRD05NTIx?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" original-src="https://imageproxy.pbkrs.com/https://www.marketbeat.com/scripts/TriggeredCampaignPixel.ashx/query-UGxhY2VtZW50PU5hdGl2ZURpc3BsYXkmU291cmNlPU5hdGl2ZURpc3BsYXkmVHJpZ2dlcmVkQ2FtcGFpZ25JRD05NTIx"/></p>
<h2>您现在是否应该投资 1000 美元购买 Unity Software？</h2>
<p>在考虑购买 Unity Software 之前，您可能需要听听这个。</p>
<p>MarketBeat 追踪华尔街评级最高、表现最佳的研究分析师以及他们每天向客户推荐的股票。MarketBeat 已经确定了五只顶级分析师悄悄告诉他们的客户现在购买，然后等待整个市场意识到... 而 Unity Software 并不在这份名单上。</p>
<p>虽然 Unity Software 目前在分析师中有一个 “持有” 评级，但顶级分析师认为这五只股票更值得购买。</p>
<p>查看这五只股票</p>

<p>Unity Software Inc. 在一场定价争议后显示出复苏迹象，在移动游戏领域保持着 70% 的市场份额。在摩根大通对其股票进行升级后，Unity 的创意解决方案部门报告了 4% 的年同比收入增长。尽管在 2024 年第二季度每股亏损 32 美分，但公司预计随着即将推出的 Unity 6 游戏引擎，业绩将有所改善。分析师指出，由于指导削减，风险有所降低，股票正在形成潜在的看涨模式，表明如果突破关键阻力水平，可能会出现一波上涨行情</p>

<p><strong>Unity Software Inc. NYSE: U</strong> is a leading platform used by software developers to create and manage real-time 3D content. Its core product is the Unity game engine, which video game developers use to create video games and interactive and immersive entertainment. Unity's game engine is used in nearly 50% of all video games and 70% of the world’s top 1,000 mobile games.</p>
<div class="lb-trans"><p><strong>Unity Software Inc. 纽交所：U</strong> 是一家领先的平台，被软件开发人员用来创建和管理实时 3D 内容。其核心产品是 Unity 游戏引擎，视频游戏开发人员用它来创建视频游戏和互动娱乐体验。Unity 的游戏引擎在几乎所有视频游戏中使用，以及全球前 1000 款移动游戏的 70% 中使用。</p>
</div><p>The computer and technology sector company received major backlash when it implemented a “runtime fee” in July 2023, which was initially triggered based on the number of times or devices a video game was installed on. The backlash and sentiment reversal led to a collapse of its stock from $47.16 to an all-time low of $13.90 on Aug. 7, 2024. Unity has made adjustments and could be on the comeback trail.</p>
<div class="lb-trans"><p>这家计算机和技术行业公司在 2023 年 7 月实施 “运行费” 时受到了严重抨击，最初是根据安装视频游戏的次数或设备触发的。这一负面反应和情绪逆转导致其股价从 47.16 美元暴跌至 2024 年 8 月 7 日的历史最低点 13.90 美元。Unity 已经做出调整，可能正在重返正轨。</p>
</div><p>Get <strong>Unity Software</strong> alerts:</p>
<div class="lb-trans"><p>获取 <strong>Unity Software</strong> 警报：</p>
</div><p>Unity Software competes with <strong>Roblox Inc. NYSE: RBLX</strong>, <strong>Adobe Inc. NASDAQ: ADBE</strong>, and <strong>Autodesk Inc. NASDAQ: ADSK</strong>.</p>
<div class="lb-trans"><p>Unity Software 与 <strong>Roblox Inc. 纽交所：RBLX</strong>、<strong>Adobe Inc. 纳斯达克：ADBE</strong> 和 <strong>Autodesk Inc. 纳斯达克：ADSK</strong> 竞争。</p>
</div><h2><strong>Recovering From the Runtime Fee Debacle</strong></h2>
<div class="lb-trans"><h2><strong>从运行费风波中恢复</strong></h2>
</div><p>The runtime fee incident caused developers to consider switching to other game engine licenses, including its top competitor, Unreal Engine. Critics felt it was a money grab that unfairly punished more popular games, a form of double-dipping that hurt smaller studios and developers. Unity's CEO, John Riccitiello, apologized publicly after the initial announcement and promptly resigned a few weeks after the botched pricing policy.</p>
<div class="lb-trans"><p>运行费事件导致开发人员考虑转向其他游戏引擎许可证，包括其主要竞争对手 Unreal Engine。批评者认为这是一种不公平惩罚更受欢迎游戏的金钱筹集方式，是对较小工作室和开发人员的双重打击。Unity CEO John Riccitiello 在最初公布后公开道歉，并在定价政策失败几周后迅速辞职。</p>
</div><p>After multiple adjustments, the latest policy on runtime fees applies to games made on the Unity 6 or higher game engine. Developers using Unity Personal Edition are exempt but must upgrade upon earning $200,000 in revenue. The fee only applies to companies with at least $1 million in gross income on a trailing 12-month basis and have one million first-time installs. The fee is the lesser of 2.5% of the game's monthly revenue or a calculated fee based on the number of unique engagements during the month. Developers are supposed to report both stats voluntarily. The goal was to ensure smaller developers wouldn't take a big hit while still earning revenue from larger studios. Unity's CEO, John Riccitiello, stepped down weeks after the botched pricing policy.</p>
<div class="lb-trans"><p>经过多次调整，最新的运行费政策适用于在 Unity 6 或更高版本游戏引擎上制作的游戏。使用 Unity 个人版的开发人员不受影响，但在收入达到 20 万美元后必须升级。该费用仅适用于过去 12 个月中至少有 100 万美元总收入并有 100 万次首次安装的公司。该费用为游戏月收入的 2.5% 或根据月内独立参与次数计算的费用中较低者。开发人员应自愿报告这两个统计数据。目标是确保较小的开发人员不会受到重创，同时仍然能从较大工作室中获得收入。Unity CEO John Riccitiello 在定价政策失败几周后辞职。</p>
</div><h2><strong>Unity's Core Business Is Growing</strong></h2>
<div class="lb-trans"><h2><strong>Unity 的核心业务正在增长</strong></h2>
</div><p>Unity's Create Solutions segment drove 4% year-over-year (YoY) revenue growth, and core subscriptions grew 14% YoY. This is significant since this segment includes all Unity game engine revenues, subscriptions, seat licenses, and runtime fees. This may indicate that the runtime fee debacle cloud may finally be lifting. Its Unity 6 game engine is due out by the end of the year, and the new runtime fee model will be implemented. Unity 6 is a high-performance platform that's expected to provide improved workflows, improve rendering speeds, and include AI capabilities.</p>
<div class="lb-trans"><p>Unity 的创造解决方案部门推动了 4% 的年度收入增长，核心订阅增长了 14%。这一点很重要，因为该部门包括所有 Unity 游戏引擎的收入、订阅、席位许可和运行费。这可能表明运行费风波可能终于要过去了。Unity 6 游戏引擎预计将在年底推出，并将实施新的运行费模式。Unity 6 是一个高性能平台，预计将提供改进的工作流程、提高渲染速度，并包括人工智能功能。</p>
</div><h2><strong>Unity Slashes Guidance</strong></h2>
<div class="lb-trans"><h2><strong>Unity 下调业绩指引</strong></h2>
</div><p>Unity Software reported second-quarter 2024 losses of 32 cents per share, missing consensus estimates for a loss of 13 cents. Revenues continued to slide 15.8% YoY to $449.3 million, beating $438.37 million consensus estimates. However, core strategic portfolio revenue rose 6% YoY to $426 million. Adjusted EBITDA grew to $113 million.</p>
<div class="lb-trans"><p>Unity Software 报告了 2024 年第二季度每股亏损 32 美分，低于每股亏损 13 美分的共识预期。收入继续同比下滑 15.8%，至 4.493 亿美元，超过 4.3837 亿美元的共识预期。然而，核心战略组合收入同比增长 6%，达到 4.26 亿美元。调整后的 EBITDA 增至 1.13 亿美元。</p>
</div><p>Unity expects Q3 2024 revenue for its strategic portfolio to be between $415 million and $420 million, and its adjusted EBITDA is between $75 million and $80 million. Full Year 2024 revenue is expected to be between $1.68 billion and $1.69 billion, down from previous guidance of $1.76 billion to $1.80 billion. Adjusted EBITDA was also slashed from $340 million to $350 million, down from previous guidance of $200 million to $425 million. Unity stock rallied following the news of its CFO's resignation. The company will focus on boosting its mobile gaming ad revenue.</p>
<div class="lb-trans"><p>Unity 预计 2024 年第三季度战略组合收入将在 4.15 亿美元至 4.2 亿美元之间，调整后的 EBITDA 在 7500 万美元至 8000 万美元之间。全年 2024 年收入预计在 16.8 亿美元至 16.9 亿美元之间，低于之前的 17.6 亿美元至 18 亿美元的指引。调整后的 EBITDA 也从 3.4 亿美元至 3.5 亿美元下调至 2 亿美元至 4.25 亿美元。Unity 股价在其首席财务官辞职消息后出现反弹。该公司将专注于提升其移动游戏广告收入。</p>
</div><h2><strong>Morgan Stanley Upgrades Unity</strong></h2>
<div class="lb-trans"><h2><strong>摩根大通 给予 Unity 升级</strong></h2>
</div><p>On Sept. 3, 2024, Morgan Stanley upgraded Unity stock to Overweight from Equal Weight, setting a $22 price target. Analyst Matthew Cost noted that the 2024 full-year guidance cut has reduced risk, while Unity's 70% market share in mobile highlights its strong competitive moat.</p>
<div class="lb-trans"><p>2024 年 9 月 3 日，摩根大通将 Unity 股票评级从 Equal Weight 升级为 Overweight，并设定 22 美元的目标价。分析师 Matthew Cost 指出，2024 年全年指引下调降低了风险，而 Unity 在移动领域的 70% 市场份额突显了其强大的竞争优势。</p>
</div><h2><strong>Unity Stock Is Forming a Possible Inverse Head and Shoulders Pattern</strong></h2>
<div class="lb-trans"><h2><strong>Unity 股票正在形成可能的反向头肩顶图案</strong></h2>
</div><p>An inverse head-and-shoulders pattern is a bullish pattern comprised of three valleys. The breakout trigger is above the neckline, connecting the pullbacks from the valleys.</p>
<div class="lb-trans"><p>反向头肩顶图案是由三个低谷组成的看涨图案。突破触发线位于颈线之上，连接了各低谷的回撤。</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://www.marketbeat.com/logos/articles/med_20240908183028_chartw-u.jpg" alt="" original-src="https://www.marketbeat.com/logos/articles/med_20240908183028_chartw-u.jpg"/></p>
<p>The left shoulder represents the first valley, followed by a retracement to the neckline. The head represents the lowest valley at $13.96, followed by a bounce to the neckline. The right shoulder is being tested at $15.66. If U can break through the neckline at $17.89, it could trigger a rally toward the Morgan Stanley $20 price target. However, if U continues to sink, the right shoulder will not form until it bounces. The daily relative strength index (RSI) has turned down again at the 46-band. <strong>Fibonacci</strong>( <strong>Fib) pullback support levels are at $15.16, $13.96, $13.32, and $12.42.</strong></p>
<div class="lb-trans"><p>左肩代表第一个低谷，随后回撤至颈线。头部代表 13.96 美元的最低谷，随后反弹至颈线。右肩正在 15.66 美元处受到测试。如果 U 能突破 17.89 美元的颈线，可能会触发朝着摩根大通 20 美元目标价的涨势。然而，如果 U 持续下跌，右肩将在反弹后形成。每日相对强度指数（RSI）再次在 46 水平下转向。<strong>Fibonacci</strong>（<strong>Fib</strong>）回撤支撑水平分别为 15.16 美元、13.96 美元、13.32 美元和 12.42 美元。</p>
</div><p>Unity’s average consensus price target is <strong>$26.46,</strong> and its highest analyst price target sits at <strong>$56.00.</strong></p>
<div class="lb-trans"><p>Unity 的平均共识目标价为 <strong>26.46 美元</strong>，最高分析师目标价为 <strong>56.00 美元</strong>。</p>
</div><p><strong>Actionable Options Strategies</strong>: Bullish investors can buy on pullbacks using cash-secured puts at the fib pullback support levels to buy the dip and write covered calls to execute a wheel strategy for income.</p>
<div class="lb-trans"><p><strong>可操作的期权策略</strong>：看涨投资者可以在 Fib 回撤支撑水平使用现金担保的认购期权进行买入，以买入回调并编写认购期权以执行轮式策略获取收入。</p>
</div><p>A <strong>Poor Man’s Covered Call</strong> (PMCC) strategy is less capital intensive on this speculation, which involves buying a deep in-the-money (ITM) back-month call and selling out-of-the-money (OTM) front-month calls.</p>
<div class="lb-trans"><p>一种 <strong>穷人的备兑认购</strong>（PMCC）策略在这种投机上资金需求较低，涉及购买深度虚值（ITM）后月认购期权并出售跨月虚值（OTM）前月认购期权。</p>
</div><p>→ The $15 Stock Powering NVIDIA, TESLA and Microsoft (From Behind the Markets)(Ad)</p>
<div class="lb-trans"><p>→ 15 美元股票推动 NVIDIA、特斯拉和微软（来自市场背后）（广告）</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://www.marketbeat.com/scripts/TriggeredCampaignPixel.ashx/query-UGxhY2VtZW50PU5hdGl2ZURpc3BsYXkmU291cmNlPU5hdGl2ZURpc3BsYXkmVHJpZ2dlcmVkQ2FtcGFpZ25JRD05NTIx" alt="" original-src="https://www.marketbeat.com/scripts/TriggeredCampaignPixel.ashx?TriggeredCampaignID=9521&amp;Placement=NativeDisplay&amp;Source=NativeDisplay"/></p>
<h2>Should you invest $1,000 in Unity Software right now?</h2>
<div class="lb-trans"><h2>您现在是否应该投资 1000 美元购买 Unity Software？</h2>
</div><p>Before you consider Unity Software, you'll want to hear this.</p>
<div class="lb-trans"><p>在考虑购买 Unity Software 之前，您可能需要听听这个。</p>
</div><p>MarketBeat keeps track of Wall Street's top-rated and best performing research analysts and the stocks they recommend to their clients on a daily basis. MarketBeat has identified the five stocks that top analysts are quietly whispering to their clients to buy now before the broader market catches on... and Unity Software wasn't on the list.</p>
<div class="lb-trans"><p>MarketBeat 追踪华尔街评级最高、表现最佳的研究分析师以及他们每天向客户推荐的股票。MarketBeat 已经确定了五只顶级分析师悄悄告诉他们的客户现在购买，然后等待整个市场意识到... 而 Unity Software 并不在这份名单上。</p>
</div><p>While Unity Software currently has a &#34;Hold&#34; rating among analysts, top-rated analysts believe these five stocks are better buys.</p>
<div class="lb-trans"><p>虽然 Unity Software 目前在分析师中有一个 “持有” 评级，但顶级分析师认为这五只股票更值得购买。</p>
</div><p>View The Five Stocks Here</p>
<div class="lb-trans"><p>查看这五只股票</p>
</div>

不要忽视 Unity：为什么这只股票可能即将腾飞