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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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