智通财经APP获悉，摩根士丹利发布研究报告称，予美图公司(01357)目标价4.5港元以及“增持”评级。公司初步预计其正常化净利将同比增52-60%，中间值为5.75亿元人民币，比大摩预计高出5%，比指引高出4%。
报告中称，考虑到加密货币抛售的一次性收益，美图预计其净利将同比增103-106%。美图表示，在人工智能的推动下，订阅收入强劲成长，从而提高综合毛利率，但营运支出增长低于毛利增长。美图也表示，2024年海外收入成长快于国内收入成长。
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