港股异动 | 汇量科技(01860)涨超6% 公司规模效应逐步显现 机构看好AI持续赋能广告业务

Core Viewpoint - The company, 汇量科技 (01860), has shown significant growth in its third-quarter financial results, with a notable increase in revenue and profitability, driven by advancements in AI technology in its advertising services [1] Financial Performance - The company achieved a revenue of $532 million in Q3, representing a year-on-year growth of 27.6% [1] - Gross profit reached $111 million, up 26.4% year-on-year [1] - Adjusted EBITDA was $47.05 million, marking a substantial increase of 37.3% compared to the same period in 2024 [1] Core Business Segment - The Mintegral segment recorded revenues of $508 million, reflecting a year-on-year growth of 26.2% [1] Analyst Insights - Open Source Securities has noted that the company's scale effects are becoming increasingly evident, leading to significant improvements in profitability [1] - The firm maintains a "buy" rating, anticipating that AI will continue to drive performance growth quarter by quarter [1] AI Integration in Advertising - The company is deepening the application of AI across various stages of its advertising services [1] - In March, the Playturbo platform introduced AI features for voiceover, translation, and rapid image generation [1] - In August, new AI video functionalities, including "digital human videos" and "image-to-video" capabilities, were launched [1] - In April, the Hybrid ROAS bidding strategy optimization model was introduced to help developers target high-value audiences [1] - In July, the IAPROAS optimization strategy was officially launched to enhance the quality and efficiency of IAP applications going overseas [1] - The ongoing integration of AI is expected to enhance service competitiveness and drive sustained revenue growth [1]