美图公司(01357)今日盘中大涨7.17%,引发市场广泛关注。消息显示,该公司预计2024年全年经调整后净利润同比增长52%至60%,主要受益于以下两个利好因素:
一是AI技术驱动该公司核心影像与设计产品业务快速增长,该业务毛利率较高且占比扩大,促进了整体毛利和毛利率同步增长。二是尽管研发投入大幅增加,但费用增速低于毛利增长,进一步提升盈利能力。
另外,摩根士丹利分析师预计,在DeepSeek技术的驱动下,较低的AI模型推理成本可以进一步改善美图的订阅收入毛利率。同时,该公司正在向海外市场扩张,2024年底推出的X-design产品有望在2026至2029年期间实现经调整净利润的19%复合年增长率。
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