汇量科技午前涨超5%盘中创新高 智能出价产品带来快速增长

新浪港股
Sep 23
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  汇量科技(01860)盘中涨近6%,高见19.79港元,刷新上市新高。截至发稿,股价上涨5.08%,现报19.64港元,成交额3.70亿港元。

  今年上半年,汇量科技实现收入9.38亿美元,同比大幅增长47%;经调整EBITDA取得8868.1万美元,同比增长41%。报告期内,Mintegral取得收入8.97亿美元,同比增长48.6%,其中游戏品类表现突出,取得收入6.62亿美元,同比大幅增长51.7%,非游戏垂类取得收入2.36亿美元,占Mintegral收入的26%。

  国海证券指出,公司为全球程序化广告投放平台头部企业,智能出价策略以获取中重度游戏、非游戏广告主增量预算,成长空间有望持续打开。开源证券表示,公司业绩显著增长主要得益于AI驱动智能出价体系持续迭代,公司飞轮效应强化,规模效应进一步显现。基于公司智能出价体系放量及非游戏垂类拓展,该行上调2025-2026并新增2027年盈利预测。看好Mintegral持续贡献收入增量。

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