Shares of MOBVISTA (01860) surged more than 10% during the trading session. At the time of writing, the stock was up 8.98% to HK$11.04, with a turnover of HK$47.14 million.

The positive movement follows a strong overnight performance in US markets, where Applovin's stock rose over 9%, accumulating a gain of more than 26% over the past four trading sessions.

Analysis suggests that for media platforms, the implementation of AI advertising frameworks significantly enhances ad retrieval and ranking, leading to more precise matching between advertisements and users. For programmatic advertising platforms, investment in AI infrastructure substantially boosts model iteration capabilities. This creates a virtuous cycle of accelerating revenue growth and improving profit margins, as evidenced by the trajectories of companies like AppLovin and MOBVISTA in recent years.

Further insights highlight that MOBVISTA's Mintegral platform is a globally leading programmatic advertising solution. It has ranked third worldwide in advertising volume for the Android category for three consecutive years, with nearly 120,000 apps integrated with its SDK.

Projections indicate Mintegral's revenue could reach $1.96 billion in 2025, maintaining a rapid growth trajectory driven by this flywheel effect. The platform's IAP ROAS smart bidding model is expanding into mid-core to hardcore games and non-gaming sectors. Since 2025, its AI infrastructure has been undergoing progressive upgrades. The new-generation infrastructure is expected to support more complex models and handle a greater variety of features and data dimensions, with a targeted launch in October 2026. As scale effects and operating leverage are gradually realized, both gross and net profit margins are anticipated to improve further.