智通财经APP获悉，美图公司(01357)盘中涨超7%，年内股价已累涨近3倍。截至发稿，涨5.09%，报11.14港元，成交额7.29亿港元。
消息面上，7月14日，美图公司官宣“一句话搞定影像生产力”AIAgent“RoboNeo”，用户通过自然语言即可实现商业化精修效果的P图、海报生成、品牌设计、电商平面图及宣传视频制作等。东吴证券认为，这持续验证公司将大模型产品化的落地能力。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。
华创证券此前指出，作为少数具备全球化+持续盈利能力的AI 落地应用公司，美图有望在“业绩+估值+情绪”共振向上中释放弹性，该行看好其竞争卡位、出海势能和业务成长性，建议关注公司在AI应用板块中的投资机会。
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