Lyon Maintains Outperform Rating as Meitu Q1 Operating Data Drives Shares Up

Meitu's first-quarter operating data showed the progress of overseas markets, offsetting the concern of AI substitution risk, and the share price increased to 15.04% in the early period. Lyon maintains an outperform rating on Meitu, and it is expected that the valuation repair will take time.

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User Discussion

avatarkoolgal
05-12
🌟🌟🌟For years $MEITU(01357)$ was just a beauty app in everyone's pocket.  It was a tool for the casual selfie.  But now, Meitu is evolving into a high octane AI productivity engine and the market is finally waking up to the transformation. Meitu has recently soared over 30% in just 1 week.  While Big Tech builds the massive LLMs, Meitu owns the highly specialised last mile enhancements for visual content.  This is where the actual money is made. Meitu has hit a record 17.9 million paying subscribers and its AI Annual Recurring Revenue or ARR is growing at 56%.  You are not buying a beauty app anymore.  You are buying a profitable AI agent powerhouse. @Tiger_comment