Capitalwatch撤回做空报告+华尔街继续看多 AppLovin(APP.US)股价企稳反弹

Group 1 - A negative research report against AppLovin has been fully retracted, alleviating shareholder concerns [1] - The independent research firm Capitalwatch previously accused AppLovin of being a "money laundering machine" for Southeast Asian criminal groups, but has now withdrawn all allegations [1] - Capitalwatch will no longer publish any updates regarding AppLovin, despite earlier indications of releasing more "explosive" reports [1] Group 2 - AppLovin's stock rose by 6.44% to $390.55 after a significant drop of 20% despite strong quarterly earnings [2] - Morgan Stanley noted a 14% quarter-over-quarter growth in AppLovin's advertising revenue for Q4, exceeding the company's previous target of 12% [2] - Morgan Stanley maintains an "overweight" rating on the stock, lowering the target price from $800 to $720, citing innovation in advertising targeting technology [2] Group 3 - Bank of America has also reduced its forecast for AppLovin's e-commerce advertising channel for Q1 but sees potential upside if daily ad spending growth exceeds current assumptions [2] - Bank of America maintains a "buy" rating and lowers the target price from $780 to $705, emphasizing AppLovin's strong position in the gaming advertising sector [2]