Core Viewpoint - NanoBanana has gained significant popularity, sparking discussions about the competition between general models and vertical applications. Meitu believes it has advantages in vertical scenarios and user experience, maintaining a positive outlook amidst competition [1][2]. Group 1: Company Performance - Meitu's products, such as Meitu Xiuxiu, have shown strong performance, with the AI photo feature recently ranking first in the App Store across 14 European countries, indicating the company's ability to leverage technology for application and monetization [1]. - The company reported that its Monthly Active Users (MAU) and paid subscription users continue to grow, even with the introduction of similar features by general models, as users appreciate the comprehensive solutions offered by Meitu [1]. Group 2: Market Position and Strategy - Meitu's Chief Product Officer emphasized that efficiency is a critical factor, noting that in certain scenarios, the completion efficiency of general model products is lower than that of vertical applications, providing opportunities for the latter [2]. - International investment banks, including Morgan Stanley, UBS, and Jefferies, have expressed confidence in Meitu's strategic direction and growth potential, reaffirming a "buy" rating for the company [2].
通用模型是否“吞噬”垂类应用？美图公司管理层回应