港股异动 | 汇量科技(01860)涨近5% 公司收入同比稳健增长 IAP ROAS模型有望加速

智通财经
Jun 10

智通财经APP获悉,汇量科技(01860)涨近5%,截至发稿,涨4.9%,报13.27港元,成交额1.76亿港元。

消息面上,今年一季度,汇量科技多项业绩指标实现同比提升,其中收入达5.81亿美元,同比增长32.2%;毛利达1.22亿美元,同比增长26.9%;经调整EBITDA达4674万美元,较上年同期增长12.0%。报告期内,Mintegral录得收入5.60亿美元,同比增长33.1%。招商证券6月9日研报指出,汇量科技以Mintegral为绝对核心业务,其产品的持续迭代构成了收入和利润增长的核心引擎。公司将巩固IAA基本盘,同时深化IAP高价值业务,依托飞轮效应推动业绩持续增长。首次覆盖给予“强烈推荐”评级。

国海证券也表示,2026Q1公司研发核心方向为AI新基建、MaxAgent多智能体等,截止2026年6月公司新一代AIInfra系统已完成主要开发,目前已看到研发效率提升+模型预测精度提高,经历Q3测试、灰度及稳定性验证后,预计10月全面上线,新基建下IAPROAS模型有望在2026Q4体现业务效果。MarTech产品线推进智能体化重构,预计2026Q4进入新商业化阶段,技术红利有望稳步释放。

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Most Discussed

  1. 1
     
     
     
     
  2. 2
     
     
     
     
  3. 3
     
     
     
     
  4. 4
     
     
     
     
  5. 5
     
     
     
     
  6. 6
     
     
     
     
  7. 7
     
     
     
     
  8. 8
     
     
     
     
  9. 9
     
     
     
     
  10. 10