智通财经APP获悉，汇量科技(01860)盘中涨近8%，截至发稿，涨6.06%，报11.03港元，成交额1.27亿港元。
消息面上，隔夜移动应用广告平台Applovin大涨近12%。该公司二季度营收12.59亿美元，同比增长77%，胜市场预期；纯利8.2亿美元，同比飙升164%；调整后EBITDA为10.18亿美元，同比增长99%；调整后每股盈利2.39美元，优于市场预期的2.32美元。
华泰证券此前指出，AI+广告融合在海外加速兑现，汇量科技是国内该板块代表公司之一，旗下程序化广告平台Mintegral已帮助10,000余家全球顶级广告主、100,000余款头部应用在欧美、亚太等全球市场大规模获取优质用户（截至24H1）。中信证券近期表示，AppLovin AXON 2.0、 汇量科技Mintegral等独立平台凭算法壁垒穿越周期，收入与分成率（take rate）同步向上，并向电商、CTV等新场景外溢。预计未来五年程序化广告仍保持较高增长，头部平台保持领先。
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