智通财经APP获悉，美图公司(01357)再涨超11%，截至发稿，涨9.28%，报5.65港元，成交额10.5亿港元。
消息面上，美图此前发布盈喜，预计2024年度经调整后净利润同比实现约52%至60%的增长。顾睿指出，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。
摩根士丹利表示，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。该行指出，美图受惠于海外扩张，尤其是于2024年底推出的X-design，预计将于2026至29年间实现19%的经调整净利润复合年增长率。受惠AI变现持续发力，该行升集团目标价20%，由4.5港元上调至5.4港元，续予“增持”评级。
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