摩根士丹利发表研究报告指,美图(01357.HK) 受到AI带动订阅收入增长及营运杠杆改善的推动,去年盈利进一步强劲增长。撇除处置加密货币单次性收益,集团初步预计其去年经调整净利润将按年增长52%至60%,以中间值5.75亿元人民币计,亦高于大摩预测及公司指引。大摩相信,在DeepSeek的带动下,较低的AI模型推理成本应可进一步改善美图的订阅收入毛利率。该行上调集团2024及2025年的经调整...
Source Link摩根士丹利发表研究报告指,美图(01357.HK) 受到AI带动订阅收入增长及营运杠杆改善的推动,去年盈利进一步强劲增长。撇除处置加密货币单次性收益,集团初步预计其去年经调整净利润将按年增长52%至60%,以中间值5.75亿元人民币计,亦高于大摩预测及公司指引。大摩相信,在DeepSeek的带动下,较低的AI模型推理成本应可进一步改善美图的订阅收入毛利率。该行上调集团2024及2025年的经调整...
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