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Meitu(1357): delivered solid performance in the first quarter of 2026, with revenue from its core photo, video, and design (PVD) products growing 34.3% YoY to Rmb852 million. Total paying subscribers exceeded 17.9 million, a 30.2% increase compared to the previous year. Looking ahead, while the ongoing development of generative AI (AIGC) is a core catalyst, it also presents multiple challenges. The company faces intensifying market competition and rising costs for research and development as well as AI computing, which could pressure profit margins. Furthermore, the potential for a selloff by major shareholders remains a risk factor. While Meitu maintains strong growth momentum and a fair valuation, investors will need to remain patient as they wait for capital to rotate back into the software sector.

Strong US Nonfarm Payrolls Drive S&P 500 and Nasdaq to Fresh Record Highs

US April Nonfarm Payrolls rose by 115,000, helping to ease concerns over economic slowdown. Despite the US intercepting two Iranian vessels last Friday, Washington anticipates a response from Tehran to its latest proposal. Combined with ongoing strong market conviction in the AI theme, this sentiment pushed all four major US equity indices higher on Friday, May 8, with the S&P 500 and Nasdaq Composite closing at new all-time highs.