$APP · Verified Investing · 2026-11-05
APP 当前情绪极度悲观——市场担心 AI 会杀死广告平台——加上股价图表深度下跌，看起来像是筑底形态；它类似财报前的半导体股，而盘前走强、回补一个主要缺口并出现枢轴低点，说明聪明资金正在琢磨出些什么。
逐段跳播
AppLovin 公布了财报，AppLovin 涨得非常好。顺便问一下，之前市场对 AppLovin 的情绪是看涨还是看跌？对吧？基本上，AppLovin 是一个广告平台，而市场普遍的说法一直是，哦，AI 会把它们干掉。
把它们干掉。没人会，你知道，为什么要用它们？你可以自己做软件。好。所以，这就是极度负面的情绪。那么，看看当时图表在哪里。它是在极低点吗？我们来看看。答案是，看看这个。当然。看看这东西的跌幅。
几乎像财报前的半导体股。聪明钱开始察觉到了什么。而在这里，它在盘前交易中上涨。看看这个。它甚至回补了这里一个重要的缺口，还有那里的一个枢轴低点。
apploven reported apploven up very nicely. By the way was there bullish sentiment on apploven or bearish sentiment on applovin? Right? Basically apploven is a advertising platform right and the common theme has been oh um AI is going to kill them off.
Kill them off. They're not gonna no one you know why would you use them? You could make your own software. Okay. So, what that is is extreme negative sentiment. Well, look at where the chart was.
Was it at the extreme lows? Let's go and look. And the answer is, look at this. Heck yeah. Look at the drop on this thing. It almost looks like the semiconductors right before earnings.
Smart money started to figure something out. And here it's trading up here in the pre-market. Look at that. It even filled a major gap fill right here and a pivot low right there.
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