异动解读 | 汇量科技盘中大涨7.02% Q3业绩强劲叠加AI赋能广告业务驱动增长

异动解读
Nov 28, 2025

汇量科技(01860)今日盘中股价大幅拉升7.02%,引发市场广泛关注。

消息面上,汇量科技近期公布的2025年第三季度财报显示,公司营收同比增长27.6%至5.32亿美元,毛利增长26.4%至1.11亿美元,经调整EBITDA同比大增37.3%。核心广告平台Mintegral收入占比达95.5%,同比增长26.2%。开源证券发布研报指出,公司经调整净利润同比飙升167%,并维持“买入”评级,看好AI技术持续赋能广告业务。

公司近期在AI应用层面持续突破,旗下Playturbo平台相继推出AI配音、数字人视频等创新功能,广告投放环节的Hybrid ROAS和IAPROAS优化模型也显著提升服务竞争力。分析认为,AI技术与广告业务的深度融合是推动业绩高增长的关键因素。

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