上证报中国证券网讯(记者 王子霖)2月18日,美图公司股价继续拉升,盘中涨幅一度超过12%,近五日涨超40%。年初至今,美图股价涨幅已超123%,创6年来新高,目前总市值近300亿港元。
据了解,美图将于3月18日发布2024年度业绩。此前,据其盈喜公告,预计2024年经调整净利润同比增长52%至60%。美图方面表示,这主要得益于AI技术驱动的影像与设计产品业务收入实现快速增长。摩根士丹利表示这一业绩超预期,富瑞上调对美图今年的收入及盈利预测。
此外,美图旗下产品美颜相机在海外爆火出圈,其推出的“AI换装”功能,带动该应用登上泰国、老挝、柬埔寨、越南、缅甸等国App Store总榜第一,同时,斩获日本、韩国App Store分类榜第一。
业内人士分析认为,美图此轮连续上涨行情,一方面得益于近期港股估值修复,AI应用、AI算力、互联网医疗等板块热度持续。另一方面,美股AI应用随业绩爆发,AppLovin年初至今涨超57%,进一步提振资本市场对港股AI应用优质标的信心。
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