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, leading to a notable increase in its stock price by over 6% [1]. Financial Performance - In Q3, the company achieved revenue of $532 million, representing a year-on-year growth of 27.6% [1]. - The gross profit for the same period was $111 million, with a year-on-year increase of 26.4% [1]. - Adjusted EBITDA reached $47.05 million, marking a substantial year-on-year growth of 37.3% [1]. Core Business Segment - The core segment, Mintegral, recorded revenue 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 drive performance growth on a quarterly basis [1]. AI Integration - The company is deepening the application of AI across various stages of its advertising services [1]. - In March, the Playturbo platform introduced AI features such as 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, a 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].