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《大行》瑞銀對美圖(01357.HK)維持正面態度 目標價14.1元籲「買入」
阿思達克 09-02 10:49
瑞銀研究報告指,Google日前推出圖像編輯與生成模型「Nano Banana」,而美圖公司(01357.HK)股價昨日(9月1日)下挫,該行認為波動主要反映投資者見到該模型獲得市場積極反饋後,對AI技術可能帶來的行業顛覆產生憂慮。 報告指,美圖早前強調其戰略已轉向專注於垂直模型訓練及應用場景開發。該行認為,公司的策略是希望通過發揮其產品設計、用戶體驗及對垂直領域工作流程的深度理解,將基礎模型的快速迭代,直接轉化為用戶所需的先進產品功能。同時,預計模型能力持續進化將擴大圖形設計市場的整體規模。該行對公司維持正面態度,將持續關注其應用程式收入和每月活躍用戶,現予目標價14.1元,評級「買入」。
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