美图公司盘中涨近8%，截至发稿，股价上涨6.76%，现报5.53港元，成交额3.09亿港元。
近日，美图旗下美图设计室官宣即将接入视频创作模型Seedance 2.0，进一步拓展在电商视频内容创作领域的能力。据官方透露，美图设计室接入Seedance 2.0后，将为电商商家打造一站式视频创作体验，实现从产品展示、功能讲解到场景上身、种草转化的视频内容闭环。
华泰证券表示，综合来看，美图已经形成底层编辑器、中层工具流程、上层场景产品的三层嵌套结构。AI并没有削弱编辑器，而是在上层高感知模块中显著提升单位功能的变现效率，并通过编辑器底层的稳定输出能力，保障结果一致性和商业的可扩展性。显示AI的本质作用是放大头部编辑平台的规模和结构优势。在这一逻辑下，美图并不是被AI冲击的对象，而是AI赋能下的重要受益者。
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