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《大行》中金升美圖(01357.HK)目標價至7.2元 AI+電商協同可期(更正)
阿思達克 05-23 11:41
中金髮表研究報告指,美圖公司(01357.HK)與阿里巴巴集團達成戰略合作,阿里將通過發行3年期、票面利率1%的可轉換債券,向美圖注資2.5億美元,且可在發行日起至到期前五個工作日內,按每股6.0港元的價格轉換爲美圖股票(相當於年初以來平均收盤價溢價24%)。雙方計劃將在AI技術、電商平臺和雲計算等領域展開深入合作,值得關注。 中金維持美圖今明兩年收入和經調整淨利潤預測,維持「跑贏行業」評級,考慮到AI合作和起量在業績上需要磨合期,同時市場對於公司的盈利穩健釋放拐點判斷,已經看向2026年的估值水平,給予2026年Non-IFRS預測市盈率27倍,上調目標價14.3%至7.2元。(ad/wl) (更正:2025-05-22 11:49:49《大行》中金升美圖(01357.HK)目標價至7.2元 AI+電商協同可期)~
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