异动解读 | 美图公司AI产品助力业绩大涨 股价盘中飙升5.01%

异动解读
12 Feb

美图公司(01357)今日盘中股价大涨5.01%,引发市场广泛关注。该公司此前发布的2024年业绩预告显示,公司经调整归母净利润同比可能实现约52-60%的高增长。

业绩表现亮眼主要得益于公司AI技术应用。美图公司凭借自主研发的大模型MiracleVision,以及与第三方公司DeepSeek的合作,大幅提升了AI影像与设计产品的功能和用户体验。这些产品毛利率较高,收入增速显著,成为公司利润增长的主要驱动力。

具体来看,美图公司旗下产品"美图设计室"已采用DeepSeek技术,为其AI生成PPT等功能提供强大算力支持。该产品月活跃用户在国内设计赛道排名第三,2024年收入有望翻倍突破2亿元。同时,美图公司也着力推动该产品出海。公司强化股东回报政策,决定将出售加密货币所获利润约80%用于发放特别股息。

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