智通财经APP获悉，美图公司(01357)再涨超6%，截至发稿，涨4.85%，报4.54港元，成交额2.13亿港元。
消息面上，1月28日凌晨，国产大模型DeepSeek在GitHub平台发布了Janus-Pro多模态大模型，进军文生图领域。相比前一代模型，Janus-Pro优化了训练策略、扩展了训练数据，模型也更大。中信证券发布研究报告称，文生图和文生视频行业的商业化有望率先落地。
华泰证券指出，DS等底层大模型进步使得AI应用公司的竞争要素重要性或由算法、算力向产品力转移。美图AI模型技术除自研之外，与DeepSeek、豆包、可灵均有测试合作，美图在产品、工作流、美学垂类领域积累的优势或在通用大模型进阶下得到进一步赋能，当前公司AI应用已形成较好商业闭环，代表产品美图设计室付费率超6%。国内产品成熟的同时公司积极推出生产力产品出海，生产力全球化经营数据进展或带来催化。
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