异动解读 | 美图公司股价盘中大涨近6%,AI叙事增强及与阿里巴巴合作推动股价上涨

异动解读
Oct 09

美图公司(01357.HK)今日股价表现强劲,盘中大涨5.92%,引发市场关注。截至发稿时,该股报价9.45港元,成交额达6.27亿港元。

美图公司股价上涨主要受两方面利好因素推动。首先,全球人工智能(AI)叙事持续升温。近期,OpenAI推出的视频生成模型Sora 2取得重大突破,其性能显著提升,相关应用Sora App在美国App Store免费榜上快速攀升至榜首。与此同时,腾讯混元图像3.0在LMArena竞技场的最新文生图榜单中超越谷歌等竞争对手,排名第一,进一步彰显了中国企业在AI领域的实力。

其次,美图公司与阿里巴巴的战略合作取得实质性进展。美图旗下的美图设计室近期成功接入阿里巴巴旗下生意管家千牛后台,为淘宝、天猫商家提供AI视觉生成服务。这一合作是基于双方今年5月达成的战略协议,预计未来还将推出"AI模特试衣"、"海报编辑器"等功能。这一举措不仅拓展了美图公司的商业版图,也强化了其在AI应用领域的竞争力,为公司未来发展注入新的增长动力。

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