富瑞发表报告指出，美图(01357.HK) 去年初步经调整盈利料按年增长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。
该行考虑到DeepSeek技术进步带来的生产力提升，上调对美图今年的收入及盈利预测，目标价由4.6元升至5.1元，维持“买入”评级，认为公司盈利保持快速增长。(jl/da)(港股报价延迟最少十五分钟。沽空资料截至 2025-02-10 16:25。)
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