智通财经APP获悉，汇量科技(01860)早盘涨超6%。截至发稿，涨5.91%，报13.09港元，成交额1.64亿港元。
消息面上，汇量科技预计于2026年10月推进以GPU为核心的新一代AI Infra上线，进一步提升复杂模型训练与实时推理能力，并支持IAP ROAS模型在中重度游戏场景的规模化应用。
浙商证券表示，预计26Q4起新架构与 IAP 产品将逐步贡献增长，2027年有望进入规模化释放阶段，推动收入增速、商业化效率及盈利能力持续提升。中泰证券此前亦指出，公司程序化广告占收96.5%，智能出价产品占比超90%，看好其AI Infra落地及IAP转化能力释放带来的高成长性。
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