汇量科技盘中拉升逾14%,七月以来股价累计涨幅超1.2倍。截至发稿,涨14.5%,报16.1港元,成交额4.99亿港元。
消息面上,汇量科技拟于8月29日举行董事会会议考虑及批准中期业绩。根据移动应用广告平台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。中金指出,AI成为行业创新核心引擎,“算力-模型-应用-数据”飞轮的正循环已明确形成,展望2025年下半年,生成式AI技术有望深化渗透,行业供给竞争格局改善及国产替代加速推进,有望共同构筑半导体及元器件行业成长动能。
值得一提的是,此前,汇量科技宣布入选2025年《财富》东南亚500强(Fortune Southeast Asia 500)榜单,位列第208位。AI与机器学习持续投入是推动汇量科技增长的核心动力。旗下程序化互动式广告平台Mintegral作为公司核心增长引擎,在2024年表现尤为突出,收入达14.4亿美元,同比增长47.2%,其中智能竞价产品贡献了超70%的总收入。此外,公司的多元化垂直战略成效显著,2024年Mintegral游戏业务收入10.4亿美元,同比增长37.0%;非游戏业务营收4.033亿美元,增幅高达82.0%。
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