连升六日的美图公司(01357.HK) 今早低开0.85%，最低见5.76元，其后即转升，且愈升愈有，高见6.3元创2018年中以来新高。现报6.21元，升6.15%，成交1.46亿股，涉资8.86亿元。
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。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年的经调整净利润预测5%和8.7%，又升2026年经调整净利润预测9%至10.8亿元人民币。受惠AI变现持续发力，大摩升集团目标价20%，由4.5港元上调至5.4港元，续予“增持”评级。(ta/k)(港股报价延迟最少十五分钟。沽空资料截至 2025-02-17 16:25。)
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.