美圖盤中漲超12%報6.5港元,年內累漲超120%
美圖公司(1357.HK)股價繼續拉昇,盤中漲超12%,報6.59港元,近五日漲超40%。年初至今,美圖股價漲幅已超123%,目前總市值近300億港元。美圖此輪連續上漲行情,一方面得益於近期港股估值修復,目前恆生科技指數漲2%,恆生指數漲1.5%,AI應用、AI算力、互聯網醫療等板塊熱度持續。另一方面,美股AI應用隨業績爆發,AppLovin年初至今漲超57%,進一步提振資本市場對港股AI應用優質標的信心。消息面上,美圖將於3月18日發佈2024年度業績。此前,據其盈喜公告,預計2024年經調整淨利潤同比增長52%至60%,美圖方面表示,這主要得益於AI技術驅動的影像與設計產品業務收入實現快速增長。摩根士丹利指這一業績超預期,富瑞上調對美圖今年的收入及盈利預測。此外,美圖旗下產品美顏相機在海外爆火出圈,其推出的“AI換裝”功能,帶動該應用登上泰國、老撾、柬埔寨、越南、緬甸等國App Store總榜第一,同時斬獲日本、韓國App Store分類榜第一。泰媒在報道中表示,美顏相機正在成爲泰國的“現象級”應用。

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