港股异动 | “AI吞噬软件”担忧冲击 美图公司延续下跌态势
Sou Hu Cai Jing·2025-12-03 05:28

Core Viewpoint - Meitu Inc. (01357.HK) continues to experience a downward trend in its stock price, with concerns about AI models impacting its market position, yet analysts believe the company has significant long-term growth potential [1][3]. Group 1: Stock Performance - As of December 3, Meitu's stock price fell by 4.69% to HKD 7.31 per share, marking a cumulative decline of nearly 17% over four consecutive trading days [1][2]. - The stock reached a high of HKD 7.69 and a low of HKD 7.20 during the trading session, with a trading volume of 51.77 million shares and a total transaction value of HKD 381 million [2]. Group 2: Analyst Insights - Guojin Securities released a report stating that Meitu should not be overshadowed by the narrative of "AI swallowing software," emphasizing the company's broad long-term growth space and potential for a second growth curve through international expansion and productivity tools [1][2]. - The report highlights that in the AI era, software like Meitu, which possesses "functional depth and national recognition," retains significant value that is difficult to disrupt [3].