【2 月 11 日，摩根士丹利发布研究报告称美图盈利增长强劲】摩根士丹利指出，美图受 AI 带动订阅收入增长及营运杠杆改善推动，去年盈利进一步增长。撇除处置加密货币单次性收益，集团初步预计去年经调整净利润将按年增长 52%至 60%，中间值 5.75 亿元，高于大摩预测及公司指引。大摩相信，在 DeepSeek 带动下，较低的 AI 模型推理成本可进一步改善美图订阅收入毛利率。该行上调集团 ...
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