智通财经APP获悉，趣致集团(00917)尾盘涨超4%，截至发稿，涨4.24%，报68.8港元，成交额1529.69万港元。
消息面上，美股AI应用概念股Applovin(APP.US)11月份披露的三季度业绩大超预期，该公司近年来在移动广告和应用分析领域持续进行战略布局，通过AI工具助力广告变现率提升。该股年初至今股价涨幅超800%，市值已超千亿美元，股价屡创历史新高。
中信建投指出，趣致集团是国内领先的AI互动营销服务提供商，公司主营面向B端快消品牌的产品营销及孵化服务。公司增长由创新和技术驱动，自主研发软硬件配套的AIoT营销平台，针对传统零散的品牌方“派发-反馈”需求场景提供平台化服务，同时对C端客户进行运营和转化，壁垒来自于技术理解、算法科技、软硬件研发、线上线下场景数据及品牌积累。此外，根据公司2024中报，公司拟于2024在中东启动国际业务。海外扩张的空间来自中东市场广阔，营销行业有高质量数字化发展的需要；国产品牌出海大趋势下，公司的AIoT终端能够同时提供营销和零售的渠道。
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