Core Viewpoint - The stock of 汇量科技 (01860) has seen a significant increase, attributed to developments in AI advertising by Google and the company's strong revenue growth from its programmatic platform Mintegral [1] Group 1: Company Performance - 汇量科技's stock rose nearly 8% in the morning session, currently up 6.04% at HKD 20.18, with a trading volume of HKD 680 million [1] - Mintegral, a programmatic platform under 汇量科技, achieved revenue of USD 508 million in Q3 2025, representing a year-on-year growth of 26.2% and accounting for approximately 95.5% of the group's total revenue [1] Group 2: Industry Trends - Google is introducing new personalized advertising features in its AI shopping tool, marking a significant step in the monetization of AI by tech giants [1] - Long江证券's report suggests that advertising agencies may transition from traditional advertising services to marketing technology services, potentially leading to new business models such as subscription-based or performance-based payment systems, which could enhance profitability [1] - 信达证券 highlights that 汇量科技 is continuously optimizing ad performance through AI and machine learning, with a focus on meeting advertisers' core demands [1]
汇量科技午前涨近8% AI广告商业化逐步推进 公司为AI+程序化广告分销龙头