港股异动 | 汇量科技(01860)午前涨近8% AI广告商业化逐步推进 公司为AI+程序化广告分销龙头

智通财经
Jan 13

智通财经APP获悉,汇量科技(01860)午前涨近8%,截至发稿,涨6.04%,报20.18港元,成交额6.8亿港元。

消息面上,谷歌正在其AI购物工具中引入新的个性化广告功能,标志着科技巨头在AI变现竞赛中迈出关键一步。长江证券发布研报称,广告代理商或通过新增GEO服务等方式,从广告代理服务向营销技术服务转型,或将增加新的商业模式,未来或向订阅制或按效果付费方式转型,广告代理商的盈利能力有望进一步提升。

信达证券指出,汇量科技旗下程序化平台Mintegral相关收入保持稳健增长态势,25Q3 Mintegral实现收入5.08亿美元,同比+26.2%,占集团总收入约95.5%。Mintegral自2023年5月以来推出的4款基于AI与机器学习的智能出价产品,围绕广告主核心诉求持续优化投放效果。汇量科技通过不断拓展合作广告主类型,多垂类发展战略取得显著突破,广告预算结构进一步优化,业务布局更加均衡。

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