万咖壹联大涨超10% 公司卡位系统级智能体商业化赛道

Core Viewpoint - Wanka Yilian (01762) has seen its stock price increase by over 90% year-to-date, reflecting strong market interest and confidence in its future growth potential [1] Group 1: Stock Performance - Wanka Yilian's stock price rose by 10.77% to HKD 1.44, with a trading volume of HKD 19.42 million [1] Group 2: Strategic Partnerships - Alibaba has launched a comprehensive AI strategy, transitioning from the "large model era" to the "agent era," which aligns with Wanka Yilian's strategic direction [1] - Wanka Yilian signed a comprehensive strategic cooperation memorandum with Alibaba Cloud in September 2025, focusing on "programmatic advertising agents" and "service application agents" [1] Group 3: Company Positioning - Wanka Yilian is recognized as a leading mobile internet AI marketing technology company and is considered an "invisible champion" in game distribution and mobile advertising [1] - The company aims to increase its overseas revenue share to approximately 30% over the next 3-4 years, positioning this as a core growth engine [1] - Wanka Yilian is collaborating with Alibaba Cloud to create a globally leading AI marketing platform and views AI mobile technology as a significant opportunity for the next 5-10 years, with ongoing technological advancements [1]