Core Viewpoint - The company, 汇量科技 (Mobvista), has shown a positive stock performance with a 2.2% increase, reaching a price of 10.22 HKD per share, and a trading volume of 316 million HKD as of August 5 [1]. Group 1: Company Overview - 汇量科技 provides a suite of advertising and analytics tools aimed at helping developers and marketers improve their advertising marketing ROI [1]. - The company was established in 2013 and went public on the Hong Kong Stock Exchange in 2018, currently operating 17 offices globally [1]. Group 2: Financial Performance - As of the first quarter of 2025, 汇量科技 reported total revenue of 3.156 billion RMB and a net profit of 153 million RMB [2].

Core Viewpoint - The stock of Huoliang Technology (01860) experienced a 5.04% increase, reaching HKD 9.38 per share with a trading volume of HKD 1.02 billion as of 10:04 AM on August 4 [1] Group 1: Company Overview - Huoliang Technology Co., Ltd. primarily provides advertising and analytics toolkits, including user acquisition, monetization, analytics, creative automation, and smart media buying services to enhance advertising marketing ROI [1] - The company was established in 2013 and was listed on the Hong Kong Stock Exchange in 2018, currently operating 17 offices globally [1] Group 2: Financial Performance - As of the first quarter of 2025, Huoliang Technology reported total revenue of RMB 3.156 billion and a net profit of RMB 153 million [2]

Group 1 - The core viewpoint of the article highlights the performance and services of 汇量科技 (Mobvista), which has seen a stock price increase of 2.0% to 9.17 HKD per share, with a trading volume of 3.24 billion HKD [1] - 汇量科技 provides a suite of advertising and analytics tools aimed at helping developers and marketers improve their advertising marketing ROI, including user acquisition, monetization, analytics, creative automation, and smart media buying [1] - The company was established in 2013 and went public on the Hong Kong Stock Exchange in 2018, currently operating 17 offices globally [1] Group 2 - As of the first quarter of 2025, 汇量科技 reported total revenue of 31.56 billion HKD and a net profit of 1.53 billion HKD [2]

Group 1 - The Hang Seng Index fell by 1.07%, down 270 points, closing at 24,906 points, while the Hang Seng Tech Index rose by 0.34% [1] - AI concept stocks showed strong performance, with multiple catalysts for AI applications in the second half of the year, indicating significant investment opportunities [1] - Notable gainers in AI stocks included Meitu Inc. (up 15.26%), Kingdee International (up 11.70%), and Kuaishou-W (up 8.98%) [1] Group 2 - Three-Six Pharmaceutical saw a rise of over 5% due to the overseas potential of SSGJ-707 being linked with Pfizer [2] - Huajian Medical surged over 10% after partnering with BGI to establish an innovative drug intellectual property tokenization fund [2] - Copper stocks declined across the board following Trump's announcement of a 50% tariff on imported semi-finished copper, with Zijin Mining falling by 4.93% [2]

Meta Platforms公布财报显示，第二季度营收超过预期，对当前时期的预测也强于预期，这表明这家社 交媒体公司的广告业务仍在快速增长，足以支持其在人工智能方面的大举支出。财报公布后，Meta美 股盘后一度大涨10%。 Meta预计，其第三季度营收将达到475亿美元至505亿美元，此外，Meta还上调了2025财年资本开支预 期区间的下限，因为该公司继续加大对人才、基础设施、数据中心和能源的投资，以在快速发展的AI 竞赛中保持竞争力。Meta目前预计全年资本支出将在660亿美元至720亿美元之间，较此前640亿至720 亿美元的预期有所提高。 格隆汇7月31日｜港股市场AI概念股集体强势，其中，美图公司涨超14%，金蝶国际涨超11%，创梦天 地、金山云涨超10%，汇量科技、快手-W涨超8%，粉笔、迈富时涨超7%，第四范式涨超6%，微盟集 团涨超5%，金山软件涨超4%。 | 代码 | 名称 | | 涨跌幅 √ | 最新价 | 总市值 | | --- | --- | --- | --- | --- | --- | | 01357 | 美图公司 | (0) | 14.71% | 12.480 | 569.86 ...

东方证券指出，看好下半年垂类AI产品用户增长和商业化闭环提速，考虑到目前海外AI付费习惯和意 愿更好，该行认为应重视国内有海外AI应用布局的公司，商业化起量或超预期。中信证券此前表示， H20解禁有望提振头部厂商CAPEX投入节奏，叠加从模型迭代到应用爆发的多重催化，下半年AI主线 具备充分投资机遇。 消息面上，近期，AI应用迎来多重催化。7月26日，2025世界人工智能大会（WAIC 2025）在上海拉开 帷幕。具身智能、智能体、AI眼镜等AI应用方向获得了较高关注度。此外，阿里通义千问，智谱近日 相继发布最新大模型。阿里开源了通义千问最新的编程大模型Qwen3-Coder。该模型在代码能力和智能 体能力方面取得重大突破，超越GPT4.1等闭源模型，比肩全球最强的编程模型Claude4；智谱发布新一 代旗舰模型GLM-4.5，并在HuggingFace与ModelScope平台同步开源。此外，OpenAI计划于8月推出新版 旗舰大模型GPT-5。 智通财经APP获悉，AI概念股走势强劲，截至发稿，美图公司(01357)涨13.05%，报12.3港元；金蝶国际 (00268)涨9.92%，报18.4港元；汇量 ...

智通财经7月31日电，截至发稿，美图公司(01357.HK)涨12.50%、汇量科技(01860.HK)涨9.85%、金蝶国 际(00268.HK)涨8.96%、金山云(03896.HK)涨7.97%。 港股AI概念股走强 美图公司涨超12% ...

截至2025年一季报，汇量科技营业总收入31.56亿元、净利润1.53亿元。 本文源自：金融界 作者：行情君 7月31日，汇量科技(01860)盘中上涨4.81%，截至10:11，报9.15元/股，成交3.01亿元。 汇量科技有限公司主要提供广告和分析工具套件，包括用户获取、变现、分析、创意自动化和智能媒体 采买等服务，以帮助开发者和营销人员提升广告营销ROI。公司于2013年成立，2018年在香港联合交易 所主板上市，目前在全球设立了17个办公室。 ...

Group 1: Market Performance - The Hong Kong stock market indices collectively rebounded, with the Hang Seng Index rising by 1.33%, the Hang Seng China Enterprises Index increasing by 1.51%, and the Hang Seng Tech Index gaining 1.65% [1] - The SaaS sector saw significant gains, with companies like Huilyang Technology rising by 15.56%, Yika by 10.11%, and Kingdee International by 7.27% [1] - The stablecoin concept also surged, highlighted by Yaocai Securities rising by 16.93% and Huajian Medical increasing by 20.41% following the U.S. House of Representatives passing a bill to establish a legal framework for stablecoins [1] Group 2: Sector Performance - Gold and non-ferrous metal stocks experienced a broad increase, with Lingbao Gold rising by 6.24% and China Molybdenum by 3.96% as spot gold prices rose above $3340 per ounce [2] - Major financial sectors, including Chinese brokerage and insurance stocks, also saw gains, with Xingsheng International up by 7.41% and China Life by 5.13% [2] Group 3: Automotive and Related Sectors - The automotive sector, including lithium battery and Tesla-related stocks, showed strong performance, with Tianqi Lithium rising by 5.82% and NIO increasing by 4.62% [3] - Other consumer sectors such as film, tobacco, and food stocks also performed well, with companies like Simoer International rising by 4.99% [3] Group 4: Declining Sectors - Sectors such as cosmetics, aviation, and luxury goods saw declines, with China Eastern Airlines dropping by 2.72% [3] - Notably, Chuangmeng Tiandi experienced a significant drop of 30.12%, despite expectations of turning a profit in the first half of the year [3]

Group 1 - AI applications are experiencing significant gains in the market, with companies like Kingsoft Cloud rising by 12.08% and Innovusion increasing by 11.2% [1] - The release of the K2 model by Kimi, which has over a trillion parameters, is generating excitement in the tech community due to its advanced capabilities in programming and reasoning [1] - Nvidia's CEO emphasizes the importance of the Chinese market, noting that it has cultivated 50% of the world's AI talent and highlighting the rapid development of AI models and applications in China [1] Group 2 - Tianfeng Securities expresses optimism about the AI industry and the AIDC supply chain, predicting that 2025 could be a pivotal year for AI infrastructure and application development in China [2] - CITIC Securities anticipates that the unlocking of H20 will boost capital expenditures among leading firms, creating multiple catalysts for investment opportunities in AI in the second half of the year [2]