异动解读 | Unity Software盘前大跌6.49%,评级遭高盛下调,前景遭质疑

异动解读2025-02-24

游戏引擎公司Unity Software盘前股价大跌6.49%,引发市场关注。据悉,这与华尔街著名投行高盛对该公司前景的质疑和目标价下调有关。

高盛在最新研报中指出,尽管Unity在游戏开发引擎业务方面表现强劲,但其广告业务转型尚需时日,且广告业务可持续性仍存疑虑。高盛表示,Unity缺乏全年业绩展望指引,加之竞争加剧,投资者难以看清该公司未来增长路径,因此将Unity 12个月目标股价从21.5美元下调至20.5美元,显示出高盛对Unity价值的审慎评估。

高盛分析指出,虽然Unity新任CEO已重新聚焦核心业务,但广告业务是否能成为公司未来的营收增长引擎仍有待观察。移动互联网广告市场的竞争环境越来越激烈,苹头公司AppLovin等对手业务发展迅猛,对Unity构成了一定威胁。

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