港股异动 | 阜博集团(03738)现涨超6% 第三季度总收入同比增长约27% 公司受益AI生成内容版权需求

智通财经
Nov 17, 2025

智通财经APP获悉,阜博集团(03738)现涨超6%,截至发稿,涨4.36%,报4.79港元,成交额8341.84万港元。

消息面上,阜博集团近日公布,截至2025年9月30日止三个月内,集团的总收入相对2024年同期的增幅约27%;中国内地业务的收入相对2024年同期的增幅约22%;每月持续收入(MRR)相对2024年同期的增幅约28%。

华创证券此前发布研报称,作为版权保护龙头或直接受益于Sora2出圈。Sora类产品将显著降低视频创作门槛,允许用户以个人角色参与他人创作,并设有分成机制,或推动AI生成内容版权需求。阜博在多年的技术和客户沉淀中已跑通“数字水印-确权-交易”全链路,在全球市场有一定稀缺性。

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