Hong Kong Stock Concept Tracking | AppLovin's Performance Soars, Stock Price Surges AI+ Advertising Marketing Monetization Ability Far Exceeds Expectations (with Concept Stocks)

After disclosing its performance in the fourth quarter of 2024, the stock price of the American AI application company AppLovin soared by 30% to $492.02 in after-hours trading, faintly showing signs of reaching a new high. Since the beginning of 2024, the stock has risen more than 8.5 times, with a record high price of $417.64 per share. Meanwhile, the leading stock in the American AI hardware sector, Nvidia, saw a much lower increase (165%) during the same period compared to this software company. AppLovin serves as both an advertising platform and a game publisher and application development tool provider. The AI tools have helped improve its advertising monetization rate, making AppLovin a hot new player in the American AI application market. The company's revenue and profit in the fourth quarter of last year exceeded market expectations, with strong advertising business reflecting the AI monetization capabilities far beyond expectations: Revenue increased significantly to $1.37 billion, a 44% year-on-year increase, surpassing analysts' expectations of $1.26 billion. Currently, cost-effective high-performance models like DeepSeek are gradually becoming popular, with Shanghai Securities stating that this is likely to promote AI democratization, accelerate the explosion of AI applications, and drive the acceleration of demand for inference computing power. In the advertising industry, in addition to AppLovin, Meta has also benefited from AI+ advertising. In 2024 Q3, Meta achieved revenue of $40.59 billion, an 18.9% year-on-year increase; achieving a net profit attributable to the parent company of $15.69 billion, a 35.4% year-on-year increase. Among them, advertising revenue was $39.89 billion, an 18.6% year-on-year increase. In the quarter, Meta achieved a 7% year-on-year increase in ad impressions, while the average price per ad increased by 11% year-on-year, mainly due to AI-enhanced advertising and an increase in community scale. Cinda previously released a research report stating that marketing may be the fastest area for AI commercial monetization. GF SEC stated that domestic marketing companies' AI marketing tools are gradually being implemented, and suggested paying attention to the pace of product iteration and commercialization progress of domestic marketing companies in 2024. Huaan also stated that AI development will continue to drive demand in the advertising industry, expand usage scenarios, and increase return on investment. AI advertising-related Hong Kong stocks: MOBVISTA (01860): MOBVISTA announced its performance in the third quarter of 2024, achieving quarterly revenue of $416 million, a 54.6% year-on-year increase; with an adjusted net profit of $11 million, a 162.4% year-on-year increase, both revenue and profit showing significant improvements. Since 2024, the advertising market has continued to recover, leading to strong growth in the company's business. In Q3, the company achieved revenue of $416 million, a 54.6% year-on-year increase, with the programmatic advertising platform Mintegral, which contributes a major portion of revenue, recording $402 million in revenue, a 57.6% increase year-on-year.