亚马逊和Meta的AI竞争给Trade Desk和AppLovin带来压力,AppLovin显示出更强的增长和AI驱动的潜力. AI competition from Amazon and Meta pressures The Trade Desk and AppLovin, with AppLovin showing stronger growth and AI-driven potential.

贸易服务台和App Lovin面临来自亚马逊和梅塔的压力,造成股票下跌。 AI-driven adtech firms The Trade Desk and AppLovin face pressure from Amazon and Meta, causing stock declines. 贸易办公室预计2025年收入增长将放缓至18%,第一季度预期为10%,并援引竞争;它计划通过其Kokai AI平台恢复势头. The Trade Desk saw revenue growth slow to 18% in 2025, with Q1 guidance at 10%, citing competition; it plans to revive momentum with its Kokai AI platform. Applovin报告说,在Axon 2 AI优化器和新的自助和基因人工智能工具的驱动下,66%的Q4收入增长强劲,利润增加,预计全年增长为46%。 AppLovin reported robust 66% Q4 revenue growth, expanded margins, and projected 46% full-year growth, driven by its Axon 2 AI optimizer and new self-service and generative AI tools. 尽管估值更高,但App Lovin的更强劲增长和先进的AI模型显示出更好的长期潜力。 Despite a higher valuation, AppLovin’s stronger growth and advanced AI model suggest better long-term potential.