Analysis of Yeahmobi (301171) Strong Performance: AI Application Drivers and Market Dynamics

As an enterprise in the cross-border digital marketing and AI application field, Yeahmobi (301171) has recently performed strongly due to AI-themed market rotation [0]. It achieved a 20CM limit-up on November 21 with an increase of 19.99%. The trading volume on that day expanded to 145.78 million shares, with a turnover rate of 9.50% and a volume ratio of 3.65 [1][5], indicating a significant increase in trading activity. The company is a component stock of the ChiNext Artificial Intelligence Index and was active against the market during the correction of the computing power sector, becoming a representative of the catch-up rally in AI application directions [4].

1. Catch-up Logic for AI Applications
   : With the short-term correction of the computing power sector, funds have shifted to AI implementation and application fields. Yeahmobi benefits from its layout in AI marketing, AIGC, etc. [4][0];
2. Institutional Holding Endorsement
   : Galaxy Culture & Entertainment Hybrid Fund holds 6.99% of the company’s shares, reflecting institutional recognition of its AI application value [0];
3. Technology and Business Alignment
   : The company owns AI marketing platforms such as Yeahmobi and KreadoAI, strengthening the application of AI technology in cross-border digital marketing [0].

• Opportunities
  : The AI application theme continues to gain momentum. The Vice Chair of the Federal Reserve mentioned the robustness of the AI boom [6], and the company is expected to continue benefiting from market attention to AI implementation scenarios;
• Risks
  : The current trailing twelve months (TTM) price-to-earnings ratio is 62.40 [5]. Attention should be paid to the rationality of valuation and the overall volatility risk of the AI sector.

Yeahmobi’s recent strong performance stems from market rotation in AI application directions and its own technical layout. The increased trading volume reflects rising market attention. As a representative enterprise in the AI application field, its subsequent performance needs to be comprehensively judged based on industry dynamics, performance release, and valuation levels.