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Wedbush称AppLovin在移动游戏广告领域仍保持强大的护城河。

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-- Wedbush Securities周四表示，AppLovin (APP) 在移动游戏广告领域拥有强大的竞争优势，而拓展消费者广告和联网电视业务将有助于其抵御长期的竞争压力。 该券商指出，AppLovin 从电商领域转向新的消费者领域，意味着随着广告密度、相关性和效率的提升，其发展机遇将更加广阔。 该公司预计第二季度营收为19.2亿美元至19.5亿美元，高于华尔街普遍预期的18.9亿美元。 Wedbush在报告中强调了三大利好因素，包括：正在测试的早期潜在客户开发模式，该模式应用于金融科技、保险和外卖领域；移动游戏领域持续推进的内购向混合模式转型；以及将Wurl的供应与Axon的需求相结合的早期联网电视计划。 该券商表示，管理层重申，游戏业务的增长速度将远超其20%至30%的长期预期，且未观察到消费者业务增长对游戏业务的蚕食作用。 Wedbush 对 AppLovin 的评级为“跑赢大盘”，目标价为 640 美元。 AppLovin 的股价在周四的交易中上涨超过 7%。

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