Roblox (NYSE: RBLX) is one of the few successes of the metaverse craze that has since been replaced by artificial ...

在“更高利率更持久”的情景下，这种张力会被放大。Roblox 被视为长期化资产，其现金流后端集中且对折现率敏感。这就是为什么当利率回升时，股票可以在参与度利好下有所吸收但仍难以突破；这也是为什么对那些尊重增长路径但在营收证据不足时不愿贸然给出 Buy 的分析师来说，Neutral 是更安全的选择。

该研究公司指出，虽然他们仍然难以理解Roblox的估值，但该公司用户参与度指标的显著改善值得评级调整。Roblox目前市值为873亿美元，年同比收入增长27%，尽管尚未盈利，但仍以溢价倍数交易。

具体来看，《Roblox》iOS端营收数据的回归呈现出其在这个夏季的亮眼业绩：7月内购收入预估超1.52亿美元，8月则接近1.5亿美元。这无疑是个巨额数字，但其在这两个月里仍未能超越实力强劲的《王者荣耀》。

Violent games, including a simulation of the graphic shooting of activist Charlie Kirk, are seen by young children on the ...

Kentucky Attorney General Russell Coleman filed a lawsuit against Roblox alleging the gaming platform lacks safety guardrails ...

Kentucky Attorney General Russell Coleman says the online gaming platform Roblox has become a “playground for predators.” ...