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懶理盈喜兼大行唱好 美圖(01357.HK)初段曾跌4%
阿思達克 07-22 09:48
剛發盈喜的美圖公司(01357.HK)今早(22日)低開1.6%,初段曾跌4.1%,低見10.72元。最新報10.9元,跌2.5%,成交2,494.65萬股,涉資2.71億元。 集團上日收市後公佈,截至2025年6月30日止六個月,預期經調整歸屬母公司權益持有人淨利潤相較去年同期可能實現約65%至72%的按年增長。如果將非現金及非營運項目納入一併考慮,預期期間歸屬母公司權益持有人淨利潤相較去年同期錄得不低於30%的增長。公司指,盈利能力的顯着提升,主要由於核心業務「影像與設計產品」收入實現快速增長,而該增長則歸因於過去六個月內付費訂閱用戶數量的提升。 摩根士丹利亦指出,美圖公司早前推出AI設計助手「RoboNeo」,目前免費開放予用戶測試,預期未來將整合旗下美圖秀秀等核心設計工具產品,推動公司正從設計應用程式提供商,轉型爲創新工作流程的推動者。該行認爲RoboNeo將成爲美圖進軍全球電商設計市場的起點,相應地將2025至2030年月活躍用戶(MAU)預測及ARPPU預測分別上調2%至6%,以及7%至14%,預測2025至2027年付費用戶滲透率將達到6.4%、7.9%及9.4%,目標價從6元一舉升至14.4元,重申「增持」評級。
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