智通财经APP获悉,富瑞发布研究报告称,考虑到DeepSeek技术进步带来的生产力提升,上调对美图公司(01357)今年的收入及盈利预测,目标价由4.6港元升至5.1港元,维持“买入”评级,认为公司盈利保持快速增长。
报告中称,美图去年初步经调整盈利预计同比增长52%至60%,达5.6亿至5.89亿元人民币,相对于市场及该行预期各为5.73亿及5.82亿元人民币;增长主要由于人工智能(AI)推动下核心业务“影像与设计产品”快速增长;海外市场收入增长快于中国市场;AI收入贡献增加,带动毛利增长及毛利率改善;经营开支增长率低于毛利增长率。
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