港股异动 | 汇量科技(01860)盘中涨超6% 豆包视觉理解模型或加快多场景AI应用商业化

智通财经网
20 Dec 2024

智通财经APP获悉,汇量科技(01860)盘中涨超6%,截至发稿,涨3.49%,报8.91港元,成交额1.12亿港元。

消息面上,12月18日,字节跳动旗下火山引擎于2024 FORCE原动力大会发布了豆包视觉理解模型。根据火山引擎数据,豆包大模型12月日均tokens使用量超过4万亿,较5月发布时期增长超过33倍,豆包大模型在信息处理、客服与销售、硬件助手、AI工具等场景的调用量也在快速增长。开源证券认为,豆包视觉理解模型或加快多场景AI应用商业化,AI+电商/营销方面,重点推荐汇量科技。

第一上海发布研报称,汇量科技是全球领先的移动广告和营销技术平台,早年主要服务于移动应用开发者,通过广告联盟业务助力中国开发者出海。近年来,公司利用其在全球程序化广告领域的技术积累和AI 驱动的创新,拓展营销技术服务,布局SaaS 工具生态。国证国际认为,公司在研发端持续加大投入,并逐渐取得亮眼的成果。随着平台算法能力的升级迭代和行业环境的好转,该行认为公司也将会有更好的业绩表现。

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