公司近况近期,我们邀请美图管理层在2H24 业绩后与投资人进行非交易性路演,公司分享了近期核心产品运营情况,以及对长期业务发展的展望。评论我们预计25 年订阅收入同增40%以上,系付费率和用户增长双轮驱动:1)国内生活类场景付费渗透好于预期。公司预计截至2 月国内生活类场景下付费渗透率达到5.2%,突破此前5%的目标,主要系生成式AI对传统功能的重构,比如用AI去双下巴功能取代传统的手动推图,实现...
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