异动解读|美图公司盘中上涨5.8%,机构增持叠加多家券商看好AI业务前景

行情直击
May 26

5月26日,美图公司盘中上涨5.8%,报4.73港元,成交额3.94亿港元。消息面上,近期多重利好持续发酵。此前摩根大通增持公司约765.53万股,增持后持股比例达6%;高盛维持"买入"评级,目标价14.3港元,认为AI模型整合将显著提升生产力工具ARPU。瑞银追踪报告显示公司4月海外收入同比增长42%,其中Wink海外收入接近翻倍。

此外,公司此前首度披露AI生产力应用ARR约5.8亿元,同比增长56.2%,叠加年内累计回购约1.74亿港元及获纳入MSCI全球小盘股指数带来的被动资金流入预期,基本面与资金面共振推动股价延续反弹态势。

(以上内容均基于市场公开消息,由程序或算法智能生成,仅作为股价异动提醒,不作为投资建议或交易依据。)

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