Core Viewpoint - The discussion around the rise of Nano Banana has sparked debates on the competition between general models and vertical applications, with Meitu asserting its advantages in user experience and efficiency in vertical scenarios [1]. Group 1: Company Strategy and Performance - Meitu's management believes it has sufficient advantages over general model companies in exploring vertical scenarios and meeting user experience needs [1]. - Meitu's founder, Wu Xinhong, highlighted that the company's products will continue to evolve with the development of large models, evidenced by Meitu Xiuxiu achieving the top spot in the App Store across 14 European countries due to its AI photo feature [1]. - The CFO, Yan Jinliang, stated that even with the introduction of similar features by general models, Meitu's Monthly Active Users (MAU) and paid subscription users continue to grow, as users appreciate the comprehensive solutions offered by Meitu [1]. Group 2: Market Position and Competitive Landscape - Meitu's Chief Product Officer, Chen Jianyi, emphasized that efficiency is a critical factor, noting that general model products may have lower completion efficiency in certain scenarios, providing opportunities for vertical applications [2]. - Reports from international investment banks such as Morgan Stanley, UBS, and Jefferies express confidence in Meitu's strategic direction and growth potential, reiterating a "buy" rating [2].
通用模型“吞噬”垂类应用？美图管理层回应AI影像竞争