AppLovin -北美 CloudX 与 META、Genie 的协同布局
2026-02-10 03:24
February 4, 2026 08:11 PM GMT AppLovin Corp | North America Key Takeaways So What Factors is the Market Debating on APP? CloudX and META and Genie, Oh My APP shares have derated to 15x '27 EBITDA on fresh worries about disruption to the industry. We analyze three key investor concerns on CloudX, META, and Genie that have arisen in recent days. While these are real concerns, the magnitude of derating may also be creating an opportunity. Remain OW. | M AppLovin Corp North America CloudX and META and Genie, Oh ...