港股異動|AI應用板塊爆發 美圖大升15% 股價重回10個月高位
美圖(1357.HK)今日高開高走,盤中一度大升15.02%至3.6港元,股價重回去年3月25日以來約10個月高位,市值約164億港元。消息面上,據蘋果AppStore中國區免費榜,DeepSeek成為中國區第一。中信證券研報指出,DeepSeek模型相比GPT4模型更小的參數量也意味着更低的推理成本,推理成本的降低,將是AI應用普及的前奏。預計模型性價比持續提升下,國內AI應用依託豐富生態和成熟流量加速各領域落地。摩根士丹利曾發報吿指,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。該行維持對美圖公司的“增持”評級,目標價4.5港元。(格隆匯)

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