智通财经APP获悉，美图公司(01357)涨超5%，截至发稿，涨5.47%，报9.45港元，成交额6.27亿港元。
消息面上，近期全球AI叙事进一步强化。AI应用方面，OpenAI发布视频生成模型Sora 2，多方面性能显著提升，由Sora 2驱动的Sora App热度高涨，发布仅三天便登顶美国App Store免费榜榜首。此外，10月5日，在LMArena竞技场发布的最新的文生图榜单中，腾讯混元图像3.0超越谷歌Nano Banana等，排名第1。开源证券指，Sora2惊艳发布，Deepseek/智谱/豆包/混元等新模型亮眼，继续布局AI应用。
值得一提的是，据报道， 美图公司旗下美图设计室近日接入阿里生意管家千牛后台，其“AI商品图”功能将为淘宝、天猫商家提供相应的AI视觉生成服务。官方信息显示，目前美图设计室的核心功能覆盖商品图生成、修图改图、海报设计等全链路需求。据悉，美图设计室本次接入千牛后台，是基于美图公司与阿里巴巴在今年5月达成的战略合作，后续或陆续接入“AI模特试衣”、“海报编辑器”等其它功能。
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