[{"data":1,"prerenderedAt":-1},["ShallowReactive",2],{"content-doc-dcio3e6b8565":3},{"user":4,"document":8,"mainDocument":27,"columnUrl":29,"subscription":30,"footer":42,"text":77},{"isAuthenticated":5,"isAdmin":5,"displayName":6,"avatarUrl":6,"nid":6,"groupLevel":7},false,"",-10,{"id":9,"fullTitle":10,"subTitle":6,"url":11,"columnId":12,"columnName":13,"columnUrl":14,"summary":6,"contentHtml":15,"mainContentHtml":6,"posterUrl":16,"createDate":17,"displayDate":18,"displayDateSlash":19,"pageviews":20,"tags":21,"hidden":5,"isSubContent":5,"replyDocOrTargetId":6,"contentType":23,"videoId":6,"liveVideoUrl":6,"duration":24,"price":24,"priceText":25,"priceBadgeText":25,"priceBadgeClass":26,"freeForMinGroupLevel":24,"redirectUrl":6,"readyToStream":5},"dcio3e6b8565","AppLovin如何突围广告帝国？","\u002Fdoc\u002Fdcio3e6b8565","col18178739ee","美股资讯","\u002Fcol\u002Fcol18178739ee","\u003Cp data-pm-slice=\"1 1 []\">谷歌核心广告业务警报骤响——谷歌移动应用广告业务增长突然失速，内部归因直指AppLovin。\u003C\u002Fp>\n\u003Cp>据The Information 6月3日报道，2023年，谷歌广告业务高管注意到一个令人警觉的现象：曾经炙手可热的移动应用广告收入增长放缓。这块价值数百亿美元的业务遭遇挫折时，内部员工们达成了一个共识——小型广告技术公司AppLovin正在蚕食谷歌的市场份额。\u003C\u002Fp>\n\u003Cp>AppLovin专门在游戏应用内投放广告，其市场份额增长的秘诀在于无视谷歌所遵循的隐私约束。\u003Cstrong>该公司继续使用IP地址追踪消费者的网络行为，而这正是谷歌在2019年主动放弃的做法。这意味着AppLovin能够为广告主提供谷歌无法企及的精准定向能力。\u003C\u002Fstrong>\u003C\u002Fp>\n\u003Cp data-pm-slice=\"1 1 []\">据前谷歌员工透露，AppLovin市场份额飙升的关键在于突破“隐私禁区”：。当谷歌严格遵守禁止用IP地址跨网站追踪用户的行业准则时，AppLovin却借此精准锁定用户设备。这一“作弊武器”让广告主获得谷歌无法企及的投放精度，直接导致广告转化率倒挂。咨询顾问Felix Braberg观察到：“游戏开发商从谷歌转移至AppLovin后，日收益能立增8%。”\u003C\u002Fp>\n\u003Ch2>小公司的惊人崛起\u003C\u002Fh2>\n\u003Cp>数据最能说明问题。据报道，2022年至2024年间，AppLovin的广告收入增长了两倍，达到32亿美元。虽然与谷歌2646亿美元的收入相比仍显微不足道，但AppLovin的飙升势头令市场震惊——其股价去年暴涨712%，今年迄今又上涨24%。目前该公司市值已达1360亿美元，超过Pinterest、Reddit和Snap市值总和的两倍。\u003C\u002Fp>\n\u003Cp>\u003Cimg class=\"zoomer-cover\" style=\"display: block; margin-left: auto; margin-right: auto;\" src=\"https:\u002F\u002Fwpimg-wscn.awtmt.com\u002F094f6886-507c-4f64-b2b6-9d8c780404ab.png\" width=\"640\" data-v-a1f118ca=\"\">\u003C\u002Fp>\n\u003Cp>AppLovin由Adam Foroughi于2012年创立，前几年默默无闻。真正的转折点出现在2018年收购专门从事应用内竞价技术的Max公司，以及2022年以10.5亿美元从推特手中收购MoPub。据咨询师Felix Braberg透露，AppLovin随后关闭MoPub并将客户转移到自己的平台上，还提供现金激励甜化这一转换。\u003C\u002Fp>\n\u003Ch2>谷歌的被迫反击\u003C\u002Fh2>\n\u003Cp>面对AppLovin的挑战，谷歌开始采取反制措施。\u003Cstrong>去年12月，谷歌逆转了2019年禁止广告主使用IP地址追踪用户的政策。\u003C\u002Fstrong>同时，谷歌还开始向游戏发行商提供现金和云服务积分，诱使他们使用谷歌的应用内广告销售工具。\u003C\u002Fp>\n\u003Cp>谷歌方面表示，改变IP地址政策是因为新的隐私增强技术已经可用，创造了负责任使用IP等数据的新方式。\u003C\u002Fp>\n\u003Ch2>电商领域的新战场\u003C\u002Fh2>\n\u003Cp>AppLovin并未止步于游戏广告领域。过去一年，该公司开始进军电商广告市场，与谷歌和Meta直接竞争。据报道，一些参与AppLovin邀请制测试项目的广告高管表示，通过AppLovin在游戏应用上购买的广告位效果堪比Meta平台。\u003C\u002Fp>\n\u003Cp>然而，并非所有人都看好AppLovin的扩张前景。广告代理公司Bamboo的CEO Aditi Joshi质疑：\u003C\u002Fp>\n\u003Cblockquote>\n\u003Cp>我不知道有多少AppLovin用户不使用谷歌或没有Instagram账户。\u003C\u002Fp>\n\u003C\u002Fblockquote>","https:\u002F\u002Fstockwebsiteblob.blob.core.windows.net\u002Fweb-202506-stk\u002FUploaderuqehqd5oa2l_2025_06_03_22_18_09.jpg","2025-06-04T05:16:24.81","2025.06.04","2025\u002F06\u002F04",55214,[22],"APP","Article",0,"免费","success",{"id":9,"fullTitle":10,"subTitle":6,"url":11,"columnId":12,"columnName":13,"columnUrl":14,"summary":6,"contentHtml":15,"mainContentHtml":6,"posterUrl":16,"createDate":17,"displayDate":18,"displayDateSlash":19,"pageviews":20,"tags":28,"hidden":5,"isSubContent":5,"replyDocOrTargetId":6,"contentType":23,"videoId":6,"liveVideoUrl":6,"duration":24,"price":24,"priceText":25,"priceBadgeText":25,"priceBadgeClass":26,"freeForMinGroupLevel":24,"redirectUrl":6,"readyToStream":5},[22],"\u002Fcol\u002Fstocknews",{"visible":5,"marketingHtml":31,"services":32,"recentDocuments":41},"\u003Cfigure class=\"image\">\u003Ca href=\"https:\u002F\u002Fstockwe.com\u002Fdoc\u002Fdcio537efad5\" target=\"_blank\" rel=\"noopener noreferrer\">\u003Cimg style=\"display:block;margin-left:auto;margin-right:auto;\" src=\"https:\u002F\u002Fstockwewebfiles.blob.core.windows.net\u002Fweb-202408-stk\u002F1586109431mceclip0.jpg\">\u003C\u002Fa>\u003C\u002Ffigure>\u003Cdiv class=\"text-center\">\u003Ch2 class=\"card-title mx-auto\">\u003Cbr>\u003Ca target=\"_blank\" rel=\"noopener noreferrer\" href=\"https:\u002F\u002Fstockwe.com\u002Fdoc\u002Fdcio537efad5\">案例介绍：英伟达深度研究报告\u003C\u002Fa>\u003C\u002Fh2>\u003C\u002Fdiv>",[33,37],{"productId":34,"serviceName":35,"priceText":36},"prod_PPxdDdK87QaiLv","月付","$12.95美元",{"productId":38,"serviceName":39,"priceText":40},"prod_PPxeMs3bix1da5","年付","$149.00美元",[],{"links":43,"images":68,"summaryHtml":73,"aboutTitle":74,"aboutHtml":75,"copyrightHtml":76},[44,47,50,53,56,59,62,65],{"label":45,"url":46},"深度报告","\u002Fcol\u002FdepthReport",{"label":48,"url":49},"VIP会员","\u002Fplan",{"label":51,"url":52},"期权推荐","\u002FOption",{"label":54,"url":55},"低价暴涨股","\u002FPenny",{"label":57,"url":58},"常见问题","https:\u002F\u002Fstockwe.com\u002FFAQ",{"label":60,"url":61},"美股课程","\u002Fcol\u002Fvideos",{"label":63,"url":64},"免责声明","\u002Fdisclaimer",{"label":66,"url":67},"联系我们","\u002FContactUs",[69,70,71,72],"https:\u002F\u002Fstockwebsiteblob.blob.core.windows.net\u002Fweb-202509-stk\u002FUploaderzic2tuwsol2_2025_09_11_18_21_07.gif","https:\u002F\u002Fstockwebsiteblob.blob.core.windows.net\u002Fweb-202509-stk\u002FUploadercakzdvydksw_2025_09_03_09_00_56.png","https:\u002F\u002Fstockwebsiteblob.blob.core.windows.net\u002Fweb-202509-stk\u002FUploadergtjyagwvoyk_2025_09_14_08_32_05.png","https:\u002F\u002Fstockwebsiteblob.blob.core.windows.net\u002Fweb-202509-stk\u002FUploader3u0tt4jhlqh_2025_09_23_22_30_48.png","邮箱: buy@TradesMax.com 美国电话 626-378-3637","公司介绍","\u003Cp class=\"MsoNormal\">美股大数据 StockWe.com 是一个美国领先的金融和美股信息大数据提供商，紧盯华尔街金融市场和行情，2008年成立于美国硅谷，创始人是前纽约证券交易所资深分析师Ken，联合多位摩根斯坦利分析师，谷歌 Meta工程师利用AI和大数据，配合十多年美股实战经验和业内量化交易模型，每天处理千万级股票数据：挖掘潜力大牛股，捕捉期权异动大单，实时主力资金流向、机构持仓变化、川普突发新闻，精准买卖信号第一时间发到您手机APP。\u003C\u002Fp>","专业美股投资者都在这里",{"loading":78,"search":79,"searchPlaceholder":79,"hotContent":80,"draft":81,"noData":82,"searchNoData":83,"edit":84,"editVideo":85,"courseContent":86,"more":87,"buyNow":88,"subscribeNow":89,"encoding":90,"paidContent":91},"Loading...","搜索","热门内容","草稿","目前没有任何内容公布","当前检索内容没有数据","编辑","编辑视频","课程内容","更多","立即购买后观看","- 立即订阅 -","视频编码中...","付费内容"]