智通财经APP获悉，汇量科技(01860)再涨超10%，截至发稿，涨7.36%，报10.5港元，成交额2.25亿港元。
消息面上，移动应用广告平台AppLovin周三盘后公布财报显示，第四季度业绩以及下一季度业绩指引均超出营收预期。具体来看，公司第四季度广告收入猛增73%，达到近10亿美元。海通证券指出，美股AI营销标的Applovin24Q4业绩和25Q1指引表现出色，股价上周涨幅达到35.77%，海外持续验证AI应用落地的大趋势。信达证券此前发布研报称，营销可能系AI商业变现最快的领域。
华泰证券则指出，AI+广告融合在海外加速兑现，汇量科技是国内该板块代表公司之一，旗下程序化广告平台Mintegral已帮助10,000余家全球顶级广告主、100,000余款头部应用在欧美、亚太等全球市场大规模获取优质用户（截至24H1）。得益于2022-2023年的基建升级和持续投入，Mintegral的智能出价能力显著提升，ROAS的智能出价模式成为开发者在Mintegral的主流选择。
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