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《大行》里昂重申美圖公司(01357.HK)「跑贏大市」評級 目標價14.1元
阿思達克 09-02 10:41
里昂研究報告指,Google日前推出針對內容創作者、行銷人員和電商商家的AI圖像編輯工具「Nano Banana」。產品發佈後,美圖公司(01357.HK)昨日股價下挫,反映市場對競爭加劇的憂慮。 不過,該行對比美圖7月推出的RoboNeo與Nano Banana後發現,RoboNeo在多項功能表現上較為優勝。此外,商戶通常會同時使用多種生產力工具,通過結合不同工具的優勢並彌補其局限性,以製作出符合需求的圖片。該行維持對美圖的樂觀看法,重申「跑贏大市」評級,目標價14.1元。
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