《大行》花旗首予美图(01357.HK)“买入”评级 目标价7元

阿斯达克财经
Aug 12

花旗发表报告指,尽管市场担忧大型语言模型(LLM)对美图(01357.HK) 产品功能及变现护城河构成威胁,该行仍以“买入/高风险”评级启动对该股的覆盖,目标价7元。该行认为,市场低估了美图作为早期行动者在产品与变现模式转型中的AI驱动上涨潜力。该行指,美图正利用AI渗透视觉工作流程,从订阅模式演进为基于AI消费的变现模式,以提高每用户价值及ARPU。美图亦拥有高消费能力、以美妆为导向的用户群支持...

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