HK Stock Market Move | MOBVISTA (01860) Surges Over 6% in Early Trading; Next-Generation AI Infra Expected to Launch in October, Poised to Unlock Budget Space for Mid-to-Hardcore Games

MOBVISTA (01860) surged over 6% in early trading. As of press time, it was up 5.91% at HK$13.09, with a turnover of HK$164 million. On the news front, MOBVISTA is expected to advance the launch of its next-generation GPU-centric AI Infra in October 2026, further enhancing complex model training and real-time inference capabilities, and supporting the large-scale application of the IAP ROAS model in mid-to-hardcore game scenarios. Zheshang stated that the new architecture and IAP products are expected to gradually contribute to growth starting from 26Q4, and are poised to enter a phase of large-scale release in 2027, driving continuous improvement in revenue growth, commercialization efficiency, and profitability. Zhongtai previously also noted that the company's programmatic advertising accounts for 96.5% of revenue, with intelligent bidding products accounting for over 90%, and is bullish on the high growth potential brought by the implementation of its AI Infra and the release of IAP conversion capabilities.