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快手程一笑:大模型仍處訓練階段 暫無明確發布計劃
阿思達克 05-23 07:16
快手(01024.HK)今年首季非國際財務報告準則下轉賺4,200萬元人民幣,為上市以來首次錄盈利。公司首席執行官程一笑在業績電話會上表示,首季公司品牌商品GMV(成交總額)按年增速遠超市場預期。首季電商月活躍買家滲透率穩定在15%左右,料未來仍有較大的提升空間,對公司未來取得更多電商市場份額充滿信心。 至於人工智能(AI)業務進展方面,程一笑透露,公司目前已經組建大模型研發團隊,並依託過去在AIGC算法和大規模語言模型方面的技術積累,按計劃推進大模型開發和訓練,各項進展順利。當前模型還處於訓練階段,暫時還沒有明確的對外發布計劃。 程一笑還指,進入第二季,注意到外循環效果類廣告的消耗按年呈現較為明顯的逐月恢復趨勢。預期在遊戲廣告在暑期經過消耗高峰期,對公司下半年開始在外循環效果廣告恢復正增長信心會更強。 快手首季毛利率從去年同期的41.7%升至46.4%,首席財務官金秉對此指出,毛利率持續改善的驅動因素是包括高毛利的廣告及電商業務佔比、業務長期分成機制優化及技術創新等。
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