港股异动 | 美图公司(01357)盘中涨超8% AI应用产品力有望进一步提升 中金此前上调公司全年营收预测

智通财经
May 14, 2025

智通财经APP获悉,美图公司(01357)盘中涨超8%,截至发稿,涨6.85%,报5.77港元,成交额4.19亿港元。

消息面上,据36氪消息,在4月AI产品榜中,美图公司旗下的美图设计室以42.53%的增速,位列国内增速第三,全球增速第六。AI产品榜显示,全球AI应用TOP100有68%在增长,全球AI网站 TOP100有35%在增长。据介绍,2025年以来,美图设计室持续升级,包括智能抠图功能的迭代,接入站酷海洛PLUS后台等。此外,5月11日,福布斯发布2025中国人工智能科技企业TOP 50榜单,美图公司与深度求索、宇树科技、腾讯、快手等企业和应用一同入围。

光大证券此前指,24年利润维持高增,AI应用产品力有望进一步提升。中金公司此前表示,预计在付费渗透率和用户增长的双轮驱动下,美图2025年订阅收入同比增长超40%。考虑到美图付费用户增长好于预期,上调2025年收入预测2%至43亿元,维持经调整净利润预测8.5亿元;给予2025年31倍PE,目标价6.5港元。

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