港股异动 | 美图公司(01357)尾盘涨超3% 旗下美图设计室赋能电商提效 有望从生成式AI中获取实际商业价值

智通财经
10 Jul

智通财经APP获悉,美图公司(01357)尾盘涨超3%,截至发稿,涨3.68%,报9.85港元,成交额8.56亿港元。

瑞银发布研报称,公司一直透过专注于产品质量和用户体验来提升付费率,预期国内消费者越来越愿意花费购买数码服务;加上快速渗透国外市场,公司生活场景业务2024至27年的收入年均复合增长率可达27%,付费率可由2024年的4.6%提升至2027年的7.5%。

该行续指,在生产力工具业务方面,公司于2022年推出的美图设计室(DesignKit),透过为电商设计产品而吸引用家,在2024年创造了2亿元人民币收入,该行料2027年该产品收入可达18亿元人民币,占整体订阅收入的32%,并预期生产力工具业务的增长会快于生活场景业务,因图像软件将会是最早一个类别可从生成式AI中获得实际商业价值,且美图设计室让电商用户可实际提升效率。

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