据悉，在用户数据方面，集团的MAU和付费订阅用户数均实现强劲增长。截至2025年6月，集团的 MAU总数达到2.80亿，其中中国内地以外市场MAU同比增长15.3%至9800万。付费订阅用户总数同比增 长超42.0%至约1540万，其中180万来自生产力工具。这些财务和运营指标的提升进一步验证了"生产力 和全球化"战略的有效性，也体现了AI技术对产品力的赋能效果。 公告称，收入增幅主要来自以订阅为主的影像与设计产品业务实现快速收入增长，而该增长则归因于截 至2025年6月30日止六个月内付费订阅用户数的提升。 集团的影像与设计产品业务保持强劲增长趋势。截至2025年6月30日止六个月，收入同比增长45.2%至 13.514亿元(截至2024年6月30日止六个月：收入9.306亿元)。付费订阅用户数的提升是收入规模扩张的 核心驱动力。截至2025年6月30日，集团产品的付费订阅用户数同比增长超42.0%至约1540万，订阅渗 透率为5.5%。此外，相较于2024年12月，集团观察到生活场景应用及生产力工具的付费订阅用户数加 速增长，以生产力工具在中国内地及中国内地以外市场引领增长势头。该增长趋势反映了集团"生产 ...

（於開曼群島註冊成立的有限公司，並以「美圖之家」名稱於香港經營業務） （股份代號：1357） 美图公司 香港交易及結算所有限公司及香港聯合交易所有限公司對本公告的內容概不負責，對其準確性或完整性亦不發表任何聲 明，並明確表示概不會就因本公告全部或任何部分內容而產生或因依賴該等內容而引致的任何損失承擔任何責任。 Meitu, Inc. (1)截至2025年6月30日止六個月 中期業績公告 (2)自股份溢價賬派付中期股息 (3)建議修訂組織章程細則及採納新組織章程細則 (4)暫停辦理股份過戶登記手續；及 (5)非執行董事辭任 美图公司（「本公司」）董事（「董事」）會（「董事會」）欣然宣佈本公司、其子公司及合併聯屬實體 （統稱「本集團」）截至2025年6月30日止六個月的未經審核合併業績。 在本公告中，「美圖」、「我們」及「我們的」指本公司（定義見上文）及本集團（定義見上文）（視乎 文義所指）。 主要摘要 * 歸屬母公司權益持有人 1 • 2025年6月的月活躍用戶（「MAU」）達2.80億，同比增長8.5%，較2024年12月實現的 6.7%同比增速有所提升。付費訂閱用戶數達約1,540萬，其中約1,360萬來自 ...

Core Viewpoint - Meitu Inc. experienced a 2.05% decline in stock price, trading at HKD 10.51 per share with a transaction volume of HKD 4.11 billion as of August 14, 2023 [1] Company Overview - Meitu Inc. is a technology company driven by artificial intelligence, focusing on the development of imaging and design products as well as digital solutions for the beauty industry [1] - As of June 2024, the company reported a monthly active user count of 258 million, with 84.73 million users located outside mainland China [1] Financial Performance - For the fiscal year ending 2024, Meitu Inc. reported total revenue of HKD 3.341 billion and a net profit of HKD 805 million [1] - The company is set to disclose its interim report for the fiscal year 2025 on August 18, 2023 [1]

DataEye研究院注意到，在各互联网大厂、独角兽于AI搜索、AI助手赛道厮杀竞争之时，一家此前连年亏损的公司，正在以"AI图像"为核心悄然反击，利 润逐年增长。 日前，美图公司发布盈利预告，2025年上半年经调整净利润预计同比增长约65%-72%。 事实上，自2022年以来，美图便摆脱了连年亏损，去年在营收33.41亿元的情况下，实现了8.05亿元的净利润，美图也成为国内最早一批依靠AI规模化盈 利的应用公司之一。 同时，在《7月AI月报》中，美图旗下美颜相机APP也成功跻身2025年7月大陆市场AI APP苹果端下载榜TOP 10。 此外，在二级市场，美图股价今年以来也持续暴涨，由年初的约3港元/股，截至8月11日收盘，已达11.06港元/股，股价暴涨约300%。 那么，美图是如何利用AI逆风翻盘的？其在AI赛道又有着怎样的布局？ 一、美图AI布局 据DataEye研究院不完全统计，美图AI布局模型层依托于美图奇想大模型MiracleVision，应用层如下： | 行业 | 产品 | | | --- | --- | --- | | | 移动端APP | PC端 | | AI图像 | 美图秀秀、美颜相机、R ...

8月18日，美图公司将披露2025财年中报。 本文源自：金融界 作者：行情君 8月13日，美图公司(01357)盘中上涨2.03%，截至11:14，报10.55元/股，成交4.03亿元。 美图公司是一家以人工智能驱动的科技公司，专注于影像与设计类产品的开发及美业数字化解决方案。 截止2024年6月，公司月活跃用户数达2.58亿，其中中国内地以外用户为8473万。 截至2024年年报，美图公司营业总收入33.41亿元、净利润8.05亿元。 ...

Group 1: Macro Strategy and Market Overview - The three major equity indices continued to rise in early August, with the Shanghai Composite Index and Shenzhen Component Index both increasing by over 2%, and the ChiNext Index rising by 4.88% [20][21] - The central bank's net cash injection was 163.5 billion yuan, maintaining stable liquidity in early August, with the 7-day reverse repo rate (DR007) hovering around 1.45% [21][22] - Commodity prices showed mixed trends, with non-ferrous metals rebounding, crude oil slightly declining, and precious metals rebounding again [21] Group 2: Fixed Income and Bond Market - The upcoming issuance of 20-year special government bonds is expected to peak, presenting trading opportunities during the issuance process [2] - The new and old bond yield spread for 20-year bonds typically narrows by 0.4-1.5 basis points, with notable exceptions during significant market events [2] Group 3: Export Growth and Trade Analysis - China's exports showed steady growth in the first seven months of 2025, with a cumulative year-on-year increase of 6.1%, surpassing the 5.8% growth rate for the entire year of 2024 [23][24] - The global trade volume is expected to cool down in the second half of the year, influenced by preemptive demand in the U.S. and a decline in imports [23][24] - China's share of global exports has been increasing, with a notable rise in exports to non-U.S. regions compensating for declines in U.S. exports [24][25] Group 4: Company-Specific Insights - Yuan Da Pharmaceutical achieved a revenue of 10.784 billion yuan in 2024, a year-on-year increase of 10.59%, and a net profit of 2.286 billion yuan, up 31.28% [28][31] - The company is pioneering a new treatment for sepsis, STC3141, which has shown promising results in clinical trials [29][30] - Yuan Da's nuclear medicine segment is expanding, with significant sales growth expected from its core product, yttrium-90 microspheres, which has treated nearly 2,000 patients [30][31] Group 5: Industry Trends and Recommendations - The semiconductor industry is projected to continue its optimistic growth trajectory in 2025, driven by AI and high-performance computing [7] - The demand for storage solutions, particularly HBM and DDR5, is expected to remain strong, with price increases anticipated in the third quarter [7] - The construction materials sector, particularly cement and explosives, is expected to benefit from major infrastructure projects like the New Tibet Railway [34]

（原标题：港股通8月12日成交活跃股名单） 8月12日恒生指数上涨0.25%，南向资金全天合计成交金额为1284.63亿港元，其中，买入成交689.57亿港元，卖出成交595.06亿港元，合计净买入 金额94.50亿港元。具体来看，港股通（深）累计成交金额487.93亿港元，买入成交268.15亿港元，卖出成交219.77亿港元，合计净买入金额48.38 亿港元；港股通（沪）累计成交金额796.71亿港元，买入成交421.41亿港元，卖出成交375.29亿港元，合计净买入金额46.12亿港元。 成交活跃股方面，今日上榜个股中，南向资金成交金额最多的是快手-W，合计成交额60.45亿港元，中芯国际、小米集团-W成交额紧随其后，分 别成交55.86亿港元、44.91亿港元。以净买卖金额统计，净买入的个股共有10只，盈富基金净买入额为41.61亿港元，净买入金额居首，该股收盘 股价上涨0.31%，恒生中国企业净买入额为18.73亿港元，腾讯控股净买入额为8.98亿港元。净卖出金额最多的是快手-W，净卖出23.75亿港元，该 股收盘股价下跌9.25%，华虹半导体、美图公司遭净卖出2.41亿港元、2.00亿港元。 今日 ...

深港通(南向)十大活跃成交公司 公司名称 成交金额 净买入额 快手-W(01024) 25.13 亿元 -10.52 亿元 中芯国际(00981) 20.25 亿元 +1.44 亿元 小米集团-W(01810) 18.27 亿元 +2.50 亿元 阿里巴巴-W(09988) 17.48 亿元 +2.59 亿元 腾讯控股 (00700) 16.86 亿元 +4.80 亿元 盈富基金(02800) 15.11 亿元 +15.00 亿元 晶泰控股(02228) 10.32 亿元 -1217.96 万元 美团-W(03690) 9.84 亿元 +3132.11 万元 信达生物(01801) 8.67 亿元 +9124.57 万元 美图公 司(01357) 8.58 亿元 -2.00 亿元 公司名称 成交金额 净买入额 中芯国际(00981) 35.61 亿元 +1.62 亿元 快手-W(01024) 35.32 亿元 -13.23 亿元 盈富基金(02800) 26.64 亿元 +26.60 亿元 小米集团-W(01810) 26.64 亿元 +1.34 亿元 国泰君安国际 (01788) 22.44 亿元 +889 ...

Investment Rating - The industry investment rating is "Outperform the Market," indicating an expected industry index increase of over 5% in the next six months [58]. Core Insights - The report highlights the significant advancements in AI applications, particularly with the release of OpenAI's GPT-5, which is expected to accelerate commercialization in various high-frequency, high-value verticals [7][5]. - Companies like Duolingo, Palantir, and AppLovin have reported earnings that exceeded market expectations, showcasing the growing revenue contributions from AI capabilities [7][5]. - The report suggests a focus on companies with high retention rates and growth potential in sectors such as education, e-commerce, advertising, and enterprise data analysis [7][5]. Summary by Sections Key Company Financials - **Palantir**: Q2 revenue reached $1.004 billion, a 48% year-over-year increase, with a GAAP operating income of $269 million and an adjusted gross margin of 82% [14]. - **AMD**: Q2 revenue was $7.685 billion, a 32% year-over-year increase, with a gross margin of 54% and operating income of $897 million [19]. - **AppLovin**: Q2 advertising revenue grew 77% year-over-year to approximately $1.26 billion, with an adjusted EBITDA of $1.02 billion [24]. - **Duolingo**: Q2 revenue reached $252.3 million, a 41% year-over-year increase, with a gross margin of 72.4% [29]. - **Datadog**: Q2 revenue was $827 million, a 28% year-over-year increase, with a gross margin of 80.9% [33]. Global AI Developments - OpenAI launched two new large language models, gpt-oss-120b and gpt-oss-20b, which are open-weight models aimed at enhancing AI application performance [36]. - Google DeepMind introduced Genie 3, a model capable of generating interactive virtual worlds in real-time, marking a significant milestone in world modeling [40]. - Anthropic released Claude Opus 4.1, which shows improvements in coding and reasoning capabilities compared to its predecessor [45]. - OpenAI's GPT-5 was officially released, featuring a significant reduction in hallucination rates and enhanced reasoning capabilities [49].

截至2024年年报，美图公司营业总收入33.41亿元、净利润8.05亿元。 8月18日，美图公司将披露2025财年中报。 本文源自：金融界 作者：行情君 8月12日，美图公司(01357)盘中下跌5.15%，截至10:49，报10.49元/股，成交4.01亿元。 美图公司是一家以人工智能驱动的科技公司，专注于影像与设计类产品的开发及美业数字化解决方案。 截止2024年6月，公司月活跃用户数达2.58亿，其中中国内地以外用户为8473万。 ...