<p><strong>AppLovin</strong>（APP 7.47%）的股票今天大幅上涨，尽管公司没有发布任何消息。相反，该股票似乎受益于对人工智能（AI）和数字广告股票的乐观情绪，此前 <strong>Meta Platforms</strong> 和 <strong>Microsoft</strong> 昨晚发布了强劲的财报。</p>
<p>因此，截至东部时间下午 12:53，AppLovin 的股票上涨了 8.2%，而这两只大型科技股也有所上涨。</p>
<p><img src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84Mjc1ODcvZGlnaXRhbC1hZHMtYWQtdGVjaC5qcGcmdz03MDA?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://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84Mjc1ODcvZGlnaXRhbC1hZHMtYWQtdGVjaC5qcGcmdz03MDA"/></p>
<p>图片来源：Getty Images。</p>
<h2>AppLovin 借助 Meta 的东风</h2>
<p>特别是 Meta 的强劲业绩似乎对 AppLovin 产生了积极影响，因为 Meta 的报告显示数字广告市场的需求强劲。</p>
<p>收入增长 22%，达到 475 亿美元，广告收入占其总收入的 98%，显示出 Facebook 和 Instagram 上广告的强劲需求。</p>
<p>Meta 将广告展示量的增长和每个广告价格的上涨归功于 AI 的改进，反映出需求和投资回报率的增加。这一趋势，加上 Microsoft 强劲的季度业绩，激发了对像 AppLovin 这样的高价高增长股票的乐观情绪，AppLovin 同时涉及广告技术和 AI。</p>
<p>事实上，AppLovin 在 AI 驱动的广告方面可能走在前面，因为其 AI 驱动的推荐引擎 Axon 最近成为公司增长的关键来源。</p>
<h2>AppLovin 的未来展望</h2>
<p>作为一只昂贵的高增长股票，AppLovin 往往波动较大，今天的涨幅反映了市场对其未来增长的改善预期，尤其是在其 8 月 6 日的财报发布之前。</p>
<p>投资者预计该季度收入将增长 13%，达到 12.2 亿美元，尽管这包括其移动应用业务的出售。排除这一部分后，公司的有机增长将更为强劲。在盈利方面，分析师预计每股收益将基本翻倍至 2.32 美元，更好地反映出业务的潜在增长。</p>
<p>如果能够超越这些预期，股票有再次上涨的潜力。</p>

META

<p>AppLovin（APP）的股价今天上涨了 8.2%，这得益于在 Meta Platforms 和微软发布强劲财报后，市场对人工智能和数字广告领域的积极情绪。Meta 的收入激增 22%，达到 475 亿美元，显示出对数字广告的强劲需求，尤其是在 Facebook 和 Instagram 上，这得益于人工智能的进步。AppLovin 利用其人工智能驱动的推荐引擎，正处于增长的有利位置，分析师预计其在 8 月 6 日即将发布的财报中，收入将增长 13%，达到 12.2 亿美元，每股收益有可能翻倍，达到 2.32 美元</p>

<p>Shares of <strong>AppLovin</strong>(APP 7.47%), the fast-growing adtech company, were soaring today even as there was no news out on the company. Instead, the stock seemed to benefit from a wave of bullish sentiment for artificial intelligence (AI) and digital advertising stocks after strong reports from both <strong>Meta Platforms</strong> and <strong>Microsoft</strong> last night.</p>
<div class="lb-trans"><p><strong>AppLovin</strong>（APP 7.47%）的股票今天大幅上涨，尽管公司没有发布任何消息。相反，该股票似乎受益于对人工智能（AI）和数字广告股票的乐观情绪，此前 <strong>Meta Platforms</strong> 和 <strong>Microsoft</strong> 昨晚发布了强劲的财报。</p>
</div><p>As a result, AppLovin stock was up 8.2% as of 12:53 p.m. ET, while those two big tech stocks gained as well.</p>
<div class="lb-trans"><p>因此，截至东部时间下午 12:53，AppLovin 的股票上涨了 8.2%，而这两只大型科技股也有所上涨。</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84Mjc1ODcvZGlnaXRhbC1hZHMtYWQtdGVjaC5qcGcmdz03MDA" alt="" original-src="https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F827587%2Fdigital-ads-ad-tech.jpg&amp;op=resize&amp;w=700"/></p>
<p>Image source: Getty Images.</p>
<div class="lb-trans"><p>图片来源：Getty Images。</p>
</div><h2>AppLovin rides Meta's coattails</h2>
<div class="lb-trans"><h2>AppLovin 借助 Meta 的东风</h2>
</div><p>Strong results from Meta in particular seemed to benefit AppLovin, as Meta's report showed off healthy demand in the digital advertising market.</p>
<div class="lb-trans"><p>特别是 Meta 的强劲业绩似乎对 AppLovin 产生了积极影响，因为 Meta 的报告显示数字广告市场的需求强劲。</p>
</div><p>Revenue jumped 22% to $47.5 billion, and advertising made up 98% of its revenue, showing strong demand for ads on Facebook and Instagram.</p>
<div class="lb-trans"><p>收入增长 22%，达到 475 亿美元，广告收入占其总收入的 98%，显示出 Facebook 和 Instagram 上广告的强劲需求。</p>
</div><p>Meta credited AI improvements for driving both growth in ad impressions and an increase in the price per ad, reflecting increased demand and ROI. That trend, along with Microsoft's strong quarterly numbers, set off a wave of bullishness for stocks like AppLovin, which is high-priced and high-growth and offers exposure to both adtech and AI.</p>
<div class="lb-trans"><p>Meta 将广告展示量的增长和每个广告价格的上涨归功于 AI 的改进，反映出需求和投资回报率的增加。这一趋势，加上 Microsoft 强劲的季度业绩，激发了对像 AppLovin 这样的高价高增长股票的乐观情绪，AppLovin 同时涉及广告技术和 AI。</p>
</div><p>In fact, AppLovin may be ahead of the curve in AI-driven advertising, as its AI-powered recommendation engine, Axon, has been a key source of growth for the company recently.</p>
<div class="lb-trans"><p>事实上，AppLovin 在 AI 驱动的广告方面可能走在前面，因为其 AI 驱动的推荐引擎 Axon 最近成为公司增长的关键来源。</p>
</div><h2>What's next for AppLovin?</h2>
<div class="lb-trans"><h2>AppLovin 的未来展望</h2>
</div><p>As an expensive, high-growth stock, AppLovin tends to be volatile, and today's gains reflect an improved perception of its future growth ahead of its own earnings report on Aug. 6.</p>
<div class="lb-trans"><p>作为一只昂贵的高增长股票，AppLovin 往往波动较大，今天的涨幅反映了市场对其未来增长的改善预期，尤其是在其 8 月 6 日的财报发布之前。</p>
</div><p>Investors are expecting 13% revenue growth to $1.22 billion in the quarter, though that includes the sale of its mobile apps business. Excluding that, organic growth will be much stronger. On the bottom line, analysts expect earnings per share to essentially double to $2.32, a better reflection of the underlying growth in the business.</p>
<div class="lb-trans"><p>投资者预计该季度收入将增长 13%，达到 12.2 亿美元，尽管这包括其移动应用业务的出售。排除这一部分后，公司的有机增长将更为强劲。在盈利方面，分析师预计每股收益将基本翻倍至 2.32 美元，更好地反映出业务的潜在增长。</p>
</div><p>The stock has the potential to pop again if it can beat those estimates.</p>
<div class="lb-trans"><p>如果能够超越这些预期，股票有再次上涨的潜力。</p>
</div>

Why AppLovin Stock Was Gaining Today

- AppLovin 股价上涨 8.2%，受 AI 和数字广告股的乐观情绪推动。  
- Meta 和微软的强劲财报提升了市场对广告需求的信心。  
- 投资者预计 AppLovin 将在 8 月 6 日的财报中实现 13% 的收入增长。

为什么 AppLovin 的股票今天有所上涨