美图大涨近12%,创2018年9月以来新高

格隆汇
Feb 17, 2025

美图公司(1357.HK)盘中大涨近12%,报5.78港元,股价创2018年9月以来新高。

消息面上,瑞银在最新出炉的研报中给了一份中美科技股对标名单。其中,美图在瑞银的对标名单中与奥多比相对标。报告提到,AI行业的发展通常会推动相关股票的估值提升。在过去的4G、5G和云计算时代,相关股票的表现都优于市场50%到100%,且这种反弹通常会持续1到2年。瑞银认为,当前AI相关的市场反弹可能还未过半,尤其是软件类股票,未来仍有较大的估值提升空间。

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