港股异动 | 汇量科技(01860)涨超11% 机构看好程序化广告仍保持较高增长

智通财经
Aug 11, 2025

智通财经APP获悉,汇量科技(01860)涨超11%,截至发稿,涨11.46%,报11.67港元,成交额3.09亿港元。

消息面上,移动应用广告平台Applovin最新业绩显示,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。中信证券近期研报指出,生成式 AI正将广告网络从“流量竞争”推向“算法飞轮”时代。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。

今年一季度,汇量科技程序化广告平台Mintegral表现亮眼,录得收入4.208亿美元,同比大幅增长48.4%。汇量科技称,自2023年集团发展基于AI和机器学习的智能出价体系以来,包括Target ROAS在内的智能竞价产品持续得到广告主认可,报告期内,智能出价产品贡献的收入占Mintegral总收入的比例已超过80%,成为推动Mintegral收入和利润增长的核心驱动力。

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