智通财经APP获悉,美图公司(01357)再涨超5%,年内累计涨幅已接近290%。截至发稿,涨5.64%,报10.86港元,成交额4.55亿港元。
消息面上,5月20日,美图公告与阿里巴巴开展战略合作;6月美图秀秀更新“AI闪光灯”功能,登顶11国iOS摄像与录像免费榜第一名,并取得欧洲市场突破。7月14日,公司官宣“一句话搞定影像生产力”的AI Agent,名为RoboNeo。
东吴证券发布研报称,近期,美图公司生活场景出海、生产力场景开拓均取得较大进展。该行指出,截至2024年12月,公司生产力工具MAU达2219万,同比增长25.6%。展望后续,看好公司战略合作阿里巴巴,基于阿里巴巴生态持续调优产品、加速用户扩展,同时推进生产力工具出海,看好其成为继广告、生活场景应用后的第三条增长曲线,打开业绩天花板。
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