$APP · Schwab Network · 2026-11-04
在 AppLovin 公布业绩之前，指引是最重要的因素：市场预期约 22.5 亿，公司需要超过这一预期。AI 方面的清晰度也很重要——Axon 能否完全自动化以吸引更多广告主，以及 AI 视频广告创意工具的进展，后者可能需要一段时间，但可能帮助其更好地与 Meta 和 Google 竞争。
逐段跳播
对于 AppLovin，我知道指引非常重要。你对 AppLovin 的业绩有什么期待？是的，指引极其重要。我认为市场预期指引大约在 22.5 亿。所以他们需要超过这个数字，在我看来这是最重要的因素，同时还需要对人工智能有更清晰的说明。
For AppLovin , I know that guidance is really important. What are you looking forward to in the AppLovin results? Yes, guidance is extremely important. I believe the market expects guidance to be around 2.25 billion.
So they need to get past that number, and that's the most important factor in my opinion, along with the need for more clarity on artificial intelligence.
你知道他们的 Axon 产品已经发展到了什么程度。他们能把它完全自动化吗？Axon 显然依赖机器学习，也就是人工智能，但就生产力而言，这能吸引更多广告主来到这个平台吗？
You know how far their Axon product has come. Can they automate it completely? Axon clearly relies on machine learning, which is artificial intelligence, but in terms of productivity , does that attract more advertisers to the platform?
除了 Axon，他们还在开发一款基于人工智能的创意工具，希望能自动为那些广告制作视频。所以，是视频广告。他们在这方面进展到什么程度了？这可能暂时不会发生，但任何关于这方面的细节都会非常好，因为这些细节能帮助他们更有效地与 Meta 和 Google 这样的公司竞争。
In addition to Axon, they are working on an AI-based creative tool that will hopefully automatically create videos for those ads. So, video-based advertising. And how far are they advancing on this front?
It may not happen for a while, but any details about this would be very good, as they could help them compete more effectively against companies like Meta and Google.
观察点
这个频道对 $APP 的历次判断
Schwab Network 在这只股票上共 4 条判断，这里只列相邻的几条。