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Schwab Network 对 $APP 的判断变化

频道资料 →频道引用的来源:BFA and JP Morgan、Baird、Bank of America、Barclays、Berenberg、Bernstein, with a Jefferies target cut noted、Bird (analyst firm)、CEO、CEO Joe Dominguez、Caner、Citi、Citigroup、Citizens、Daiwa、Dan Deming and Michael Monahan、Dan Ives、Deutsche Bank、Erit Research、Evercore ISI、Evercore ISI; Dan Ives、Goldman Sachs、JP Morgan Chase、JPMorgan、JPMorgan Chase、Jefferies、Jefferies, UBS and Citigroup、Jensen Huang; Dan Ives、Loop Capital、Mattie Natsson、Michael Saylor、Milius (analyst)、Morgan Stanley、Northrop、Oppenheimer、Oppenheimer, Freedom Broker、Oracle、Reddit CEO、Rothschild Redburn、SK Hynix、Seth、Tim Bigham、Tim and KG、Truist、UBS、Wall Street Journal、Wedbush、Wells Fargo、analysts共 4 条

Schwab Network 自 2026-11-04 起在 4 个视频里谈过 $APP。

2026-11-10
《Ca$htag$: APP Social Media Traction Conflicts with Stock's Sharp Rally》
AI 摘要 · APP 显现积极信号——提及量同比增长约 41%,仅次于 Google;改进后的 AI 模型提升了广告定向能力,推动营收同比增长约 55%——但说话者仍保持谨慎:广告主网站访问量已下滑,增长势头较 2025 年放缓,这只波动较大的股票尽管上涨了 40%,同比仍下跌逾 40%。在持续验证增长动能之前,APP 仍留在观察名单上。

投资者今天不太喜欢这只应用股,而且你们的一些数据对它来说也不太好看。是的,所以这是一只波动很大的股票。回想它最近发布的两份财报,在第二季度,我记得财报发布后股价下跌了近20%,而这个季度我们看到它大幅上涨。

Investors not loving app loving today and then some of your data doesn't look great for it. Yeah, so this has been a volatile stock. If you think about the last two um earnings reports that it's put out in Q2, we saw the stock fall I think nearly 20% following earnings and then this quarter we saw it jump up pretty significantly.

2026-11-06看涨
《The Big 3: APP, AMZN, MSFT》
AI 摘要 · AppLovin 财报后约 8% 的跳空缺口以及突破此前两个高点连成的趋势线,是下跌趋势可能被打破的早期迹象,不过股价仍比高点低 38%。RSI 高于 70 且成交量大,显示强势;接近 399 的 251 日 EMA 是最后需要收复的水平,支撑位在 338 和 275 附近。他预计财报会显示市场反应过度,并会借助图表寻找重新入场机会。

因为支撑这一点的,会是很多类似今天这样的想法,也就是APP这只股票。一旦我们开始拿到数据,开始看到财报,而这些财报基本上表明那只是过度反应,我们就可以借助图表来引导我们重新买入这些优质标的。

Because what will support that is a lot of ideas like today's idea, which is the APP share. Once we start getting the data, and start seeing the earnings that basically show it was an overreaction, we can then use the chart to guide us to re-enter a lot of these great names.

好,Rick。那我们来看看AppLovin的股票和这波令人印象深刻的走势。我的意思是,就在今天,我们仅一个交易日就涨了将近8%,是在财报后那波大涨之后。你可以在图上看到这个跳空缺口。

但在此之前,这只股票一直处于下行动能之中。那我们来梳理一下这里的技术分析。

Okay, Rick. So, let's take a look here at AppLovin's stock and this impressive move. I mean, even today we've risen by almost 8% in just one session , with that big jump after the earnings.

You can see the gap in the graph. But before that, we were seeing a downward momentum for this stock. So, let's take a tour through the technical analysis here.

2026-11-05看涨
SPX & NDX Aim to Repair Technical Damage; APP Earnings Rally, QCOM & ARM Fall
订阅或试用后可见这一步的正文
2026-11-04
Agentic AI, Cash Flow, & Growth: Ali Mogharabi on Key Metrics in Software Earnings
订阅或试用后可见这一步的正文
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