港股异动 | 汇量科技(01860)涨超4% AI应用领域催化密集 机构称营销链等有望受益

智通财经
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智通财经APP获悉,汇量科技(01860)涨超4%,截至发稿,涨4.55%,报19.55港元,成交额3.71亿港元。

消息面上,近期AI应用领域催化密集,阿里巴巴今日宣布“千问”项目,千问APP公测版上线。官方介绍称,千问App不仅能与用户“对话”,更能为用户“办事”,打造未来的AI生活入口,将陆续覆盖办公、地图、健康、购物等多个生活场景。值得一提的是,巴菲特旗下伯克希尔三季度建仓谷歌母公司Alphabet,在仓位中位列第十大。

兴业证券认为, AI应用端正进入新的催化阶段,电商、营销及内容相关场景有望率先体现价值,产业链仍具进一步提升空间。开源证券指出,AI广告方面,Applovin、Unity、蓝色光标等近期财报再次验证AI广告市场快速增长及AI赋能广告业务提效和盈利能力提升,重点推荐汇量科技等。

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