一份来自国际投资机构摩根士丹利的报告称，在与美图CFO的交流中获悉，美图获得来自阿里的2.5亿美元投资，除了用于发展常规业务外，中期将考虑海外并购，目标锁定在海外生产力工具类公司。 随着美图与阿里的合作消息落地，AI生产力工具受到市场高度关注。中金表示，此次合作将进一步提升美图在生产力工具市场的稀缺性及其生产力收入的确定性。大摩、高盛等国际大行一致认为，未来全球生产力市场将成为美图新的增长驱动力。 公开信息显示，生产力工具被视为美图的第三增长曲线，两款核心产品美图设计室、开拍在过去两年增长强劲。美图设计室2024年收入约2亿元，同比增长约100%；开拍MAU超100万，最新付费渗透率达到两位数。针对海外市场，美图已推出Vmake、X-design两款生产力工具，并在美国西岸、悉尼等地组建本地化团队。 在这份报告中，摩根士丹利也强调，虽然美图有并购海外生产力工具类公司的可能性，但目前并未锁定具体目标。
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