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港股异动 | 美图公司(01357)午后涨近5% AI人像生成效果已达国内顶尖水平 AIGC打开付费空间

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美图公司(01357)午后涨近5%,截至发稿,涨3.61%,报3.73港元,成交额1.6亿港元。

国泰君安发布报告称,目前国内主流的AI图片生成工具包括美图WHEE、百度文心一格、阿里通义万相等,从输入同一段提示词得到的实测结果来看,美图WHEE生成的人像与真人更为接近,并且在五官、妆容、衣服质感等细节刻画上更为精致;至于生成二次元人像或虚拟场景,以上三个工具各有千秋。

该行指出,公司生产力产品包括美图设计室、开拍等,其连续包月产品定价为18-20元/月,明显高于生活娱乐产品美图秀秀、美颜相机连续包月12元/月的定价,该行认为在AI技术加持下,公司产品付费渗透率及ARPPU值有望持续提升。

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