市场整体表现 - 2025年11月28日黑色星期五美国三大股指在缩短交易时段内全部收高，延续了连续多日的涨势，市场乐观情绪主要源于对美联储未来降息的持续预期以及一批令人鼓舞的经济数据[1] - 具体指数表现：道琼斯工业平均指数上涨0.6%或314.67点，收于47,427.12点；纳斯达克综合指数上涨0.7%，收于23,214.69点；标普500指数上涨0.5%，收于6,812.61点，这标志着三大基准指数连续第五个交易日上涨[2] - 从周度看，纳斯达克指数飙升4.9%，标普500指数上涨约3.7%，道指上涨约3.2%；但从月度看，纳斯达克指数11月下跌1.5%，结束了其连续七个月的上涨势头，而标普500和道指则延续了连续七个月的上涨[3] 经济数据与政策前景 - 美国劳工部报告显示，截至11月22日当周初请失业金人数减少6000人至21.6万人，低于市场预估的22.9万人，强劲的劳动力市场数据增强了投资者信心[5] - 美国商务部指出，9月耐用品订单环比增长0.5%，但未达到市场预期；不包括飞机的非国防资本财订单（商业支出的关键指标）在9月增长0.9%[5] - 市场参与者密切关注美联储下月再次降息的可能性，同时白宫国家经济委员会主任凯文·哈西特成为下一任美联储主席的主要竞争者，相关公告预计将在圣诞节前发布[4] 个股及行业动态 - 芯片制造商英特尔公司股价飙升10.2%，领涨标普500成份股，主要受分析师推测其可能成为苹果处理器代工厂商的推动[7] - 制药巨头礼来公司股价下跌2.6%，回吐了部分近期涨幅，该公司近期市值曾突破1万亿美元，其流行减肥药的销售是推动上涨的关键因素[8] - 科技板块表现分化：英伟达股价下跌1.8%，甲骨文下跌1.5%；而微软上涨1.3%，亚马逊上涨1.8%，Meta Platforms上涨2.3%，博通上涨1.4%，特斯拉上涨0.8%，Alphabet股价基本持平[9] - 零售商在黑色星期五普遍表现良好，沃尔玛、塔吉特和亚马逊股价均上涨约1%至2%[10] - 加密货币相关股票因比特币价格重回90,000美元上方而上涨，Marathon Digital Holdings、MicroStrategy和Coinbase Global的股价分别上涨7%、5%和5%[11] - 人工智能驱动的技术服务公司AppLovin Corp股价在纳斯达克市场飙升5.5%；闪存卡制造商Sandisk在纳入标普500指数首日上涨近4%；天然气生产商EQT因天气转冷预测推动天然气期货价格上涨而涨幅超过3%[10][11]

Palo Alto, California-based AppLovin Corporation (APP) builds software-based platforms for advertisers to enhance the marketing and monetization of their content in the United States and internationally. With a market cap of $198.2 billion, the company operates through the Advertising and Apps segments. Companies worth $10 billion or more are generally referred to as “large-cap stocks.” Applovin fits right into that category, its market cap exceeding the threshold, reflecting its substantial size, influen ...

Sands Capital, an investment management company, released its “Sands Capital Select Growth Strategy” Q3 2025 investor letter. A copy of the letter can be downloaded here. U.S. large-cap growth equities continued to recover from a sharp sell-off in early April. Strong corporate earnings, investor enthusiasm around artificial intelligence (AI), and growing expectations for Federal Reserve policy easing drove the robust gains. The portfolio returned 6.3% (net) in the quarter, compared to the benchmark's 10.5% ...

Torsten Asmus/iStock via Getty Images Dear Co-Investor Our letter to you is arriving somewhat later in the quarter than usual. Admittedly, it has been a busy earnings season, but the more honest answer is that we have been working on some very intriguing potential investments for next year. As ever, we are unrepentant opportunists . We end up pulling on a thread of an idea and suddenly find ourselves tumbling down the rabbit hole. Over the years, we have trained our noses to follow the subtle scent of o ...

Key Takeaways APP boosts AI-driven ad performance, expands automation and reports strong Q3 revenue and cash flow gains.APP's machine learning upgrades enhance user prediction, ad placement and advertiser returns across segments.APP shows faster EPS growth and more compelling valuation versus ARM based on current projections.AppLovin Corporation (APP) and Arm Holdings plc (ARM) stand out as two tech companies deeply intertwined with the accelerating adoption of artificial intelligence. While both firms oper ...

​AppLovin Corporation (NASDAQ:APP) is one of the Best Communication and Media Stocks to Buy Now. On November 13, Jason Bazinet from Citi reiterated a Buy rating on AppLovin Corporation (NASDAQ:APP) and lowered the price target on the stock from $850 to $820. A day earlier, on November 12, Paul Chew from Phillip Securities also reiterated a Buy rating on the stock with a price target of $750. ​The positive outlook is backed by the company’s earnings beat during fiscal Q3 2025, announced on November 5. The ...

Down almost 35% from the September 2025 highs, if you bought the stock of AppLovin Corporation ( APP ) then, it must have felt pretty miserable as itsJR Research is an opportunistic investor. He was recognized by TipRanks as a Top Analyst. He was also recognized by Seeking Alpha as a "Top Analyst To Follow" for Technology, Software, and Internet, as well as for Growth and GARP. He identifies attractive risk/reward opportunities supported by robust price action to potentially generate alpha well above the S& ...

Down almost 35% from the September 2025 highs, if you bought the stock of AppLovin Corporation ( APP ) then, it must have felt pretty miserable as itsJR Research is an opportunistic investor. He was recognized by TipRanks as a Top Analyst. He was also recognized by Seeking Alpha as a "Top Analyst To Follow" for Technology, Software, and Internet, as well as for Growth and GARP. He identifies attractive risk/reward opportunities supported by robust price action to potentially generate alpha well above the S& ...

AppLovin and Shopify could top Palantir's current market value within three years.Shares of Palantir Technologies (PLTR 0.57%) are up 150% in the past year, and the company is currently worth $369 billion. I think AppLovin (APP 0.11%) and Shopify (SHOP +2.24%) can top that figure within three years. Here's what that would mean for shareholders:AppLovin is worth $176 billion. The stock must increase by 110% for that figure to reach $370 billion. If that happens in three years, the implied return is 28% annua ...

市场表现 - 近期市场波动剧烈，为投资者带来过山车般的体验 [1] - 三只科技股今日呈下跌趋势，包括Vistra (NYSE: VST)、AppLovin (Nasdaq: APP) 和 Oracle (NYSE: ORCL) [1]