美东时间 8 月 6 日美股盘后，游戏引擎龙头$Unity Software(U.US) 发布了 2025 年二季度业绩。且不说业绩如何，盘前波动又是一场 ...

Unity Software Inc. U delivered a strong second-quarter 2025, with its newly launched AI-powered ad platform, Unity Vector, emerging as a clear growth catalyst. Vector, a neural network-based upgrade ...

Unity's growth appears to be improving, driven by the rollout of its Vector AI advertising platform. Vector AI is now Unity's largest and fastest-growing segment, and its growth is still accelerating.

I'm still bullish on Unity, but the higher valuation and underwhelming Q2 results reduce my enthusiasm a bit. Unity's long-term edge lies in its game engine and proprietary user data, which support ...