AI功能给了用户一个付费美图的理由。付费订阅,是理性和情绪结合的消费。这意味着美图虽然是个技术型公司,但也可以像化妆品一样赚取高昂的毛利率。作者|泓杉 杨知潮编辑|杨知潮整个2025年,中国资本市场只有两个主线叙事:一个是情绪消费,另一个是AI科技。前者代表溢价,后者代表想象空间。遗憾的是,两者很难融合,毕竟蜜雪冰城的奶茶里喝不出AI的味道,寒武纪的芯片也很难带来什么情绪价值。但如果AI技术是用来...
Source LinkAI功能给了用户一个付费美图的理由。付费订阅,是理性和情绪结合的消费。这意味着美图虽然是个技术型公司,但也可以像化妆品一样赚取高昂的毛利率。作者|泓杉 杨知潮编辑|杨知潮整个2025年,中国资本市场只有两个主线叙事:一个是情绪消费,另一个是AI科技。前者代表溢价,后者代表想象空间。遗憾的是,两者很难融合,毕竟蜜雪冰城的奶茶里喝不出AI的味道,寒武纪的芯片也很难带来什么情绪价值。但如果AI技术是用来...
Source LinkDisclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.