"在AI时代，美图要成为一个什么样的组织？我的答案是，我们既要敏捷，又要有体系，并且要形成具 有强大内驱力的美图文化"。 公司情报专家《财经涂鸦》获悉，10月10日，美图创始人吴欣鸿在美图17周年生日会上发表内部讲话， 对未来机遇和当前挑战进行了全面表述。 他透露，今年观察到，海外市场由于面临很高的人力成本，对高效AI工具的解决方案有强劲需求。 两天前，美图秀秀曾凭借AI合照功能，荣获欧洲14个国家App Store总榜第一，28个国家分类榜第 一。"这也是美图的产品首次在欧洲国家大放异彩，非常非常令人振奋"。吴欣鸿表示。 于《美图在AI时代的组织进化》主题演讲中，吴欣鸿首先提到了来自外部和内部的挑战。 外部环境方面，在AI浪潮下，影像赛道已经成了行业的风口。一方面，影像产品从过去不太被看好， 到现在成为大厂标配，市场竞争越来越激烈；另一方面，全球涌现出大量的影像 AI 创业团队，不到 10 个人，就能做出千万美元的 ARR（年度经常性收入）。 "所以，在当前的市场环境里，我们既要与大厂竞争，也要和灵活的创业公司赛跑"。吴欣鸿坦言。 从内部看，他认为，美图需要打破17年的认知惯性和路径依赖，比如固化的工作流程 ...

Group 1 - Morgan Stanley raised the target price for Meitu to HKD 6, with over 20 brokerage firms adjusting their target prices to around HKD 6-7, reflecting a 32-35 times PE for 2025 [1] - The maturity of Meitu's product matrix and business model, along with the promising prospects for productivity tools overseas, contribute to the positive outlook from institutions [1][2] - Meitu has conducted over 20 AI feature updates for its main lifestyle products in 2023, integrating AI technology with basic imaging functions to enhance user engagement and increase paid user rates [1][2] Group 2 - Goldman Sachs noted Meitu's expansion from lifestyle products to productivity tools, with a growing number of global paid subscribers expected to reach 12.61 million in 2024, resulting in a 4.7% penetration rate [2] - Huatai Securities highlighted that the overseas image market is approximately seven times larger than that of China, indicating significant potential for Meitu's international growth [2] - CICC projected that Meitu's subscription revenue will grow by over 40% year-on-year by 2025, driven by increased paid penetration and user growth [3]