智通财经APP获悉，美图公司(01357)涨超6%，截至发稿，涨6.06%，报8.75港元，成交额1.5亿港元。
消息面上，中信建投研报指出，据点点数据，9月美图秀秀/美颜相机/Wink合计收入同比增长38%，环比增长1%。其中海外收入实现高增，月度收入创新高，海外收入同比增长56%，环比增长9%；国内收入同比增长29%。另据点点数据，三季度美图秀秀/美颜相机/Wink 全球合计收入同比增长39%，环比增长2%。其中海外收入同比增长45%，环比增长14%；国内同比增长37%。
此外，中信建投续指，从美图公众号看，往年公司会在旗下APP中围绕节假日推出具有节日氛围的AI娱乐功能，比如2019年美颜相机“万圣鬼怪图鉴”、2020年美颜相机用AR技术开发的“圣诞试装周”等。随着全球化成为公司的重要战略，结合四季度密集的节假日，10 月底万圣节、11 月底感恩节、12 月底圣诞节和元旦等，公司有望推出具有节日氛围的AI功能，带动流量增长。
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