招商证券发表报告表示,汇量科技(01860.HK) 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(广告变现)基本盘,同时深化IAP(应用内购买)高价值业务,依托飞轮效应推动业绩持续增长。考虑到公司加速拓展IAP业务以及AI赋能的深化落地,该行看好Mintegral平台智能出价体系持续迭代带来的业绩增长,首次覆盖给予“强烈推荐”评级。该行预计,...
Source Link招商证券发表报告表示,汇量科技(01860.HK) 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(广告变现)基本盘,同时深化IAP(应用内购买)高价值业务,依托飞轮效应推动业绩持续增长。考虑到公司加速拓展IAP业务以及AI赋能的深化落地,该行看好Mintegral平台智能出价体系持续迭代带来的业绩增长,首次覆盖给予“强烈推荐”评级。该行预计,...
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