<p>尽管 AppLovin（纳斯达克代码：APP）在过去一年中表现突出，但该股票也经历了不少波动。截至目前，AppLovin 的股票在 52 周内的总回报约为 300%。然而，在此期间，有七个交易日的股价下跌超过 10%。</p>
<p>这些大幅下跌主要是由于针对这家广告技术公司的空头报告。这些报告声称，AppLovin &#34;不当提取&#34;了来自 Meta Platforms（纳斯达克代码：META）等公司的专有数据。AppLovin 被指控利用这些数据改善其广告定位，从而推动对其服务的需求，这种需求在其他情况下可能不会出现。这些报告导致股票在 2 月和 3 月出现了大幅单日损失。然而，市场显然对此置之不理；自 3 月底以来，股价已翻倍。</p>
<p>现在，AppLovin 正面临最新的争议：可能的 SEC 调查。这一消息在 10 月 6 日使股价下跌了 14%。那么，投资者对此应该有多担心呢？这条消息只是遮蔽了 AppLovin 令人瞩目的上升的烟雾和镜子吗？还是一个值得抛售股票的严重问题？</p>
<h2>AppLovin、苹果和 SEC：解析潜在调查</h2>
<p>据彭博社首次报道，SEC 正在对 AppLovin 的数据收集行为进行调查。然而，目前监管机构尚未确认该调查或指控 AppLovin 有任何不当行为。潜在的调查集中在对 AppLovin 违反与苹果（纳斯达克代码：AAPL）等公司的平台合作协议的指控上。</p>
<p>这可能涉及使用设备指纹识别等做法。人们无法像其他跟踪方法那样选择 &#34;退出&#34; 设备指纹识别。这可能帮助 AppLovin 创建个人资料，而这些个人资料在其他情况下无法创建，从而使其能够进行广告定位。这一点很重要，因为苹果已禁止 iOS 应用使用设备指纹识别。AppLovin 的业务主要集中在通过苹果的 App Store 获取用户下载游戏应用。由于 AppLovin 对苹果的依赖，违反其规则将对 AppLovin 的商业模式的可持续性构成重大风险。</p>
<p>然而，有人认为，尽管苹果已禁止设备指纹识别，但该公司在执行这一规则方面的努力有限。像 Meta 和 Spotify Technology（纽约证券交易所代码：SPOT）这样的公司可能忽视了苹果的设备指纹识别规则。</p>
<p>这提供了多个信号。首先，如果 AppLovin 使用设备指纹识别，其他公司也可能在使用。这表明这一策略可能并未为 AppLovin 创造独特的竞争优势。因此，未来不这样做可能对其业务影响有限。然而，SEC 在 AppLovin 情况中的介入表明，它开始在隐私执法方面采取更积极的角色。SEC 可能会选择以 AppLovin 为例，这将给该公司带来声誉风险。</p>
<h2>分析师在彭博社报告面前提高目标</h2>
<p>尽管如此，分析师们对潜在的 SEC 调查似乎相对乐观。彭博情报分析师 Nathan Naidu 表示，SEC 调查带来的最大风险是财务罚款。该机构在 2024 财年开出的最大罚款为 1 亿美元。与公司每年产生的 20 亿美元自由现金流相比，这相对较小。Naidu 认为，对 AppLovin 来说，最大的财务风险是可能涉及 7.5 亿美元罚款的集体诉讼。</p>
<p>此外，多位华尔街分析师在彭博社报告后对 AppLovin 提出了强劲的价格目标。10 月 7 日，Oppenheimer 对该股的目标价为 740 美元。与此同时，加拿大皇家银行在 10 月 13 日设定了 700 美元的目标。此外，富国银行在 10 月 14 日设定了 633 美元的目标。</p>
<p>这些目标的平均值为 691 美元。这个数字意味着与 AppLovin 在 10 月 14 日收盘价约 590 美元相比，约有 17% 的上涨潜力。这明显比 MarketBeat 跟踪的共识目标价 592 美元更为乐观。显然，分析师们对这一负面报告并没有特别感到不安。</p>
<h2>AppLovin 的法律问题：在整体积极展望下的额外风险</h2>
<p>总体而言，潜在的 SEC 调查和 AppLovin 的集体诉讼确实对未来的股价构成了实质性风险。然而，上述多个因素表明，这些风险与 10 月 6 日股价的大幅下跌并不相称。</p>
<p>在这些风险变得更加确凿或其他问题出现之前，AppLovin 的前景依然积极。</p>
<h2>你现在应该投资 1,000 美元在 AppLovin 吗？</h2>
<p>在考虑投资 AppLovin 之前，你需要听听这个。</p>
<p>MarketBeat 每天跟踪华尔街顶级评级和表现最佳的研究分析师及其推荐给客户的股票。MarketBeat 已识别出五只顶级分析师正在悄悄向客户推荐的股票，建议在更广泛的市场注意到之前购买……而 AppLovin 并不在名单上。</p>
<p>尽管 AppLovin 目前在分析师中获得了中等买入评级，但顶级分析师认为这五只股票更值得购买。</p>
<p>查看这五只股票的详情</p>

<p>AppLovin 的股价因市场对其数据收集行为可能受到 SEC 调查的猜测而下跌了 14%，特别是关于与苹果公司协议潜在违规的情况。尽管过去一年股价上涨了 300%，但由于空头报告和对其商业模式的担忧，该股票面临波动。分析师们依然持乐观态度，价格目标暗示有 17% 的上涨空间，这表明市场可能并不太担心 SEC 的介入。总体而言，尽管存在风险，但除非出现进一步问题，否则 AppLovin 的前景依然积极</p>

<p>While AppLovin NASDAQ: APP has been a standout performer over the past year, the stock has also been no stranger to volatility. Year-to-date, AppLovin shares have delivered a total return of approximately 300% over 52 weeks. However, there have been seven trading days during that period when shares declined by 10% or more.</p>
<div class="lb-trans"><p>尽管 AppLovin（纳斯达克代码：APP）在过去一年中表现突出，但该股票也经历了不少波动。截至目前，AppLovin 的股票在 52 周内的总回报约为 300%。然而，在此期间，有七个交易日的股价下跌超过 10%。</p>
</div><p>Many of these steep drops came due to short reports that targeted the advertising technology company. They alleged that AppLovin was “impermissibly extracting” proprietary data from companies like Meta Platforms NASDAQ: META. AppLovin allegedly used this data to improve its ad targeting, driving demand for its services that may not have manifested otherwise. Such reports caused shares to see massive single-day losses in February and March. However, the market clearly brushed these issues off; shares have more than doubled since the end of March.</p>
<div class="lb-trans"><p>这些大幅下跌主要是由于针对这家广告技术公司的空头报告。这些报告声称，AppLovin &#34;不当提取&#34;了来自 Meta Platforms（纳斯达克代码：META）等公司的专有数据。AppLovin 被指控利用这些数据改善其广告定位，从而推动对其服务的需求，这种需求在其他情况下可能不会出现。这些报告导致股票在 2 月和 3 月出现了大幅单日损失。然而，市场显然对此置之不理；自 3 月底以来，股价已翻倍。</p>
</div><p>Now, AppLovin is being hit with its latest controversy: a potential SEC investigation. This news sent shares down by 14% on Oct. 6. So, how worried should investors be about this? Is this news simply smoke and mirrors clouding AppLovin’s incredible ascent? Or is it a serious issue that is worth selling the stock over?</p>
<div class="lb-trans"><p>现在，AppLovin 正面临最新的争议：可能的 SEC 调查。这一消息在 10 月 6 日使股价下跌了 14%。那么，投资者对此应该有多担心呢？这条消息只是遮蔽了 AppLovin 令人瞩目的上升的烟雾和镜子吗？还是一个值得抛售股票的严重问题？</p>
</div><h2>AppLovin, Apple, and the SEC: Breaking Down the Potential Probe</h2>
<div class="lb-trans"><h2>AppLovin、苹果和 SEC：解析潜在调查</h2>
</div><p>As first reported by Bloomberg, the SEC is conducting a probe into AppLovin regarding its data collection practices. However, at this point, the regulator has not confirmed the probe or accused AppLovin of any wrongdoing. The potential probe centers on accusations that AppLovin violated platform partnership agreements with companies like Apple NASDAQ: AAPL.</p>
<div class="lb-trans"><p>据彭博社首次报道，SEC 正在对 AppLovin 的数据收集行为进行调查。然而，目前监管机构尚未确认该调查或指控 AppLovin 有任何不当行为。潜在的调查集中在对 AppLovin 违反与苹果（纳斯达克代码：AAPL）等公司的平台合作协议的指控上。</p>
</div><p>This involves potentially using practices like device fingerprinting. People cannot &#34;opt out&#34; of device fingerprinting like other tracking methods. This could have helped AppLovin create profiles on individuals that they otherwise could not have, thereby targeting them with ads. This is important, as Apple has banned iOS applications from using device fingerprinting. AppLovin’s business is largely centered around getting users to download gaming apps through Apple’s App Store. Due to AppLovin’s dependence on Apple, violating its rules would pose a significant risk to the sustainability of AppLovin’s business model.</p>
<div class="lb-trans"><p>这可能涉及使用设备指纹识别等做法。人们无法像其他跟踪方法那样选择 &#34;退出&#34; 设备指纹识别。这可能帮助 AppLovin 创建个人资料，而这些个人资料在其他情况下无法创建，从而使其能够进行广告定位。这一点很重要，因为苹果已禁止 iOS 应用使用设备指纹识别。AppLovin 的业务主要集中在通过苹果的 App Store 获取用户下载游戏应用。由于 AppLovin 对苹果的依赖，违反其规则将对 AppLovin 的商业模式的可持续性构成重大风险。</p>
</div><p>However, some suggest that although Apple has banned device fingerprinting, the company puts in limited effort to enforce this rule. Companies like Meta and Spotify Technology NYSE: SPOT may have ignored Apple’s device fingerprinting rules.</p>
<div class="lb-trans"><p>然而，有人认为，尽管苹果已禁止设备指纹识别，但该公司在执行这一规则方面的努力有限。像 Meta 和 Spotify Technology（纽约证券交易所代码：SPOT）这样的公司可能忽视了苹果的设备指纹识别规则。</p>
</div><p>This provides multiple signals. First off, if AppLovin is using device fingerprinting, other companies may be as well. This suggests that the tactic may not create a unique competitive advantage for AppLovin. Thus, not doing so in the future might have a limited impact on their business. However, the SEC’s involvement in AppLovin’s situation suggests it is beginning to take a more active role in privacy enforcement. The SEC could choose to make an example out of AppLovin due to this, causing reputational risk for the firm.</p>
<div class="lb-trans"><p>这提供了多个信号。首先，如果 AppLovin 使用设备指纹识别，其他公司也可能在使用。这表明这一策略可能并未为 AppLovin 创造独特的竞争优势。因此，未来不这样做可能对其业务影响有限。然而，SEC 在 AppLovin 情况中的介入表明，它开始在隐私执法方面采取更积极的角色。SEC 可能会选择以 AppLovin 为例，这将给该公司带来声誉风险。</p>
</div><h2>Analysts Boost Targets in the Face of Bloomberg's Report</h2>
<div class="lb-trans"><h2>分析师在彭博社报告面前提高目标</h2>
</div><p>Still, analysts appear to be relatively sanguine regarding the potential SEC probe. Bloomberg Intelligence analyst Nathan Naidu says that the biggest risk from an SEC probe is a financial penalty. The largest penalty the agency issued in fiscal 2024 was $100 million. This is relatively small compared to the $2 billion in annual free cash flow the company is generating. Naidu believes that the bigger financial risk to AppLovin is a class-action lawsuit that could involve $750 million in fines.</p>
<div class="lb-trans"><p>尽管如此，分析师们对潜在的 SEC 调查似乎相对乐观。彭博情报分析师 Nathan Naidu 表示，SEC 调查带来的最大风险是财务罚款。该机构在 2024 财年开出的最大罚款为 1 亿美元。与公司每年产生的 20 亿美元自由现金流相比，这相对较小。Naidu 认为，对 AppLovin 来说，最大的财务风险是可能涉及 7.5 亿美元罚款的集体诉讼。</p>
</div><p>Additionally, multiple Wall Street analysts issued strong price targets on AppLovin after the Bloomberg report. On Oct. 7, Oppenheimer issued a $740 target on the stock. Meanwhile, Royal Bank of Canada placed a $700 target on Oct. 13. Additionally, Wells Fargo issued a $633 target on Oct. 14.</p>
<div class="lb-trans"><p>此外，多位华尔街分析师在彭博社报告后对 AppLovin 提出了强劲的价格目标。10 月 7 日，Oppenheimer 对该股的目标价为 740 美元。与此同时，加拿大皇家银行在 10 月 13 日设定了 700 美元的目标。此外，富国银行在 10 月 14 日设定了 633 美元的目标。</p>
</div><p>The average of these targets comes in at $691. That figure implies approximately 17% upside potential compared to AppLovin’s Oct. 14 closing price of around $590. This is significantly more bullish than the MarketBeat-tracked consensus price target of $592. Clearly, analysts are not particularly phased by this damaging report.</p>
<div class="lb-trans"><p>这些目标的平均值为 691 美元。这个数字意味着与 AppLovin 在 10 月 14 日收盘价约 590 美元相比，约有 17% 的上涨潜力。这明显比 MarketBeat 跟踪的共识目标价 592 美元更为乐观。显然，分析师们对这一负面报告并没有特别感到不安。</p>
</div><h2>AppLovin’s Legal Issues: Added Risks Against an Overall Positive Outlook</h2>
<div class="lb-trans"><h2>AppLovin 的法律问题：在整体积极展望下的额外风险</h2>
</div><p>Overall, the potential SEC probe and AppLovin’s class action lawsuit do represent material risks to shares going forward. However, multiple factors highlighted above signal that these risks are not commensurate with the huge drop in shares seen on Oct. 6.</p>
<div class="lb-trans"><p>总体而言，潜在的 SEC 调查和 AppLovin 的集体诉讼确实对未来的股价构成了实质性风险。然而，上述多个因素表明，这些风险与 10 月 6 日股价的大幅下跌并不相称。</p>
</div><p>Until these risks become more substantiated or other cracks emerge, the outlook for AppLovin continues to be a positive one.</p>
<div class="lb-trans"><p>在这些风险变得更加确凿或其他问题出现之前，AppLovin 的前景依然积极。</p>
</div><h2>Should You Invest $1,000 in AppLovin Right Now?</h2>
<div class="lb-trans"><h2>你现在应该投资 1,000 美元在 AppLovin 吗？</h2>
</div><p>Before you consider AppLovin, you'll want to hear this.</p>
<div class="lb-trans"><p>在考虑投资 AppLovin 之前，你需要听听这个。</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 AppLovin wasn't on the list.</p>
<div class="lb-trans"><p>MarketBeat 每天跟踪华尔街顶级评级和表现最佳的研究分析师及其推荐给客户的股票。MarketBeat 已识别出五只顶级分析师正在悄悄向客户推荐的股票，建议在更广泛的市场注意到之前购买……而 AppLovin 并不在名单上。</p>
</div><p>While AppLovin currently has a Moderate Buy rating among analysts, top-rated analysts believe these five stocks are better buys.</p>
<div class="lb-trans"><p>尽管 AppLovin 目前在分析师中获得了中等买入评级，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>查看这五只股票的详情</p>
</div>

AppLovin 股价下跌 14%：投资者是否应该担心美国证券交易委员会的调查？