互联网传媒周报:美图合作阿里 阿里影业拟更名大麦娱乐 继续推荐悦己消费

上海申银万国证...
25 May

本期投资提示:美图公司:与阿里巴巴达成战略合作,提升生产力场景变现确定性。阿里以可转债2.5亿美金投资美图;并将在电商平台优先推广美图AI 工具,协助美图开发电商图像和视频AIGC 新功能,美图承诺未来三年向阿里采购不低于5.6 亿元的云服务。公司24 年生产力场景MAU YoY+26%,美图设计室付费订阅用户113 万(YoY+30%),收入同比翻倍,此次合作是对美图产品实力的认可,也将助力电商...

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