大摩:預計美圖設計室2024年國內營收2億,同比增長100%
清倉加密貨幣後,美圖公司的下一步進展倍受關注。國際投資機構摩根士丹利稱,美圖旗下美圖設計室2024年或可貢獻約2億元的國內收入,這一數字將是2023年的兩倍。同時美圖公司正在加速“出海”。據摩根士丹利近日發佈的報吿,美圖在一場投資者活動上展示了美圖設計室、開拍、MOKI三款AI原生產品,其中美圖設計室的收入情況最為引人關注,該行稱,目前美圖設計室的毛利率約為60%-70%,預計2024年國內收入是2023年的兩倍,也就是2億元。美圖設計室是美圖公司在2022年推出的一款AI設計產品,聚焦電商場景,幫助用户一站式生成商品物料。該產品在2023年的收入超1億元。這份報吿還透露了一個細節,過去半年,美圖已經在美國、澳大利亞、英國等地設立辦公室並招聘海外工作人員。美圖積極出海,一方面是海外用户的付費習慣和付費意願,另一方面,美圖認為自身靈活的產品策略、特定垂直領域的積累有望在海外取得更大市場空間。摩根士丹利維持對美圖公司的“增持”評級,目標價4.5港元。
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