智通财经APP获悉,赤子城科技(09911)午后涨超5%,年内股价累涨1.2倍。截至发稿,涨4.82%,报8.26港元,成交额7799.02万港元。
消息面上,赤子城科技此前公布,2025年第一季度,集团社交业务平均月活达约3283.5万,环比增长约3.4%;期内集团社交业务总收入预期将录得约13.45亿元人民币至13.95亿元,同比增长约39.1%至44.3%。集团社交业务收入同比大幅增长主要归因于集团借助AI技术推动多样化社交产品快速增长。
开源证券近期指出,国内成熟的商业模式和丰富的运营经验,叠加AI赋能,及融合当地文化的本地化深耕运营,或持续驱动线上社交产品出海欧美、中东、北非等地区延续高景气,建议积极关注有布局卡位优势、本地化运营能力突出的公司,及后续有望积极拓展出海社交业务的公司,受益标的包括赤子城科技等。
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