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人工智能+"等政策暖風頻吹,快手等相關概念股市場反應熱烈
格隆匯 03-06 12:29

今日早盤,港股科技股市場迎來振奮一幕,快手股價表現極為亮眼,強勢拉昇,升幅一度超過 15%。截至發稿,快手股價報59.85港元,升幅達13.89%。

最新《政府工作報吿》提到,持續推進"人工智能+"行動,將數字技術與製造優勢、市場優勢更好結合起來,支持大模型廣泛應用。

在3月5日國務院新聞院舉辦的吹風會上,相關領導對人工智能領域發展成果進行了深入闡述。《政府工作報吿》起草組成員、國務院研究室副主任陳昌盛指出,自去年《政府工作報吿》首次提出要推行人工智能 + 行動,春節前後中國的人工智能跑出了加速度。諸如 DeepSeek 在全球範圍內走紅,宇樹機器人登上春晚舞台跳秧歌等現象,均彰顯了人工智能的蓬勃發展態勢。特別值得關注的是,陳昌盛還重點提及了快手旗下的視頻大模型可靈,稱其在國際上的評價已超越 Sora。

受政策利好推動,整個 AI 板塊市場反應熱烈,市場研究機構與券商也紛紛聚焦 AI 領域企業的發展潛力。

中金公司在其研報中表示,當前 AI 視頻領域發展迅速。在技術層面,國產模型應用迭代快速,其中快手可靈AI表現突出。1 月末,可靈AI推出 "多圖參考" "創意特效"等功能,前者可提升創作精細化程度與操作自由度,後者支持C端用户一鍵生成,可擴大受眾覆蓋實現內容破圈。在商業化方面,可靈AI所在的 AI 視頻行業商業化模式多樣,包括會員付費、API 服務等,商業化前景廣闊。在市場應用方面,各家視頻生成模型均在加強與產業合作,隨着可靈 AI 的用户規模快速增長,不僅吸引了大量個人創作者用於創意表達,還在影視製作、廣吿營銷等多個行業得到廣泛應用,助力企業提升內容生產效率與創新能力,建議持續關注AI視頻技術對現有電商、文娛生態的應用價值與商業潛力。

廣發證券也發佈研報指出,可靈 AI 在模型能力和商業化方面均展現出顯著優勢。自上線起,快手可靈 AI 通過持續的技術迭代與功能創新,不斷拓展其應用邊界。近期推出的一系列新功能,極大地豐富了用户的創作體驗,滿足了不同場景下的創作需求。技術實力方面,其在 artificialanalaysis.ai 排名中位列前茅,處於國際第一梯隊。隨着可靈 AI 生態的不斷完善,其在 AI 視頻生成領域的龍頭地位將進一步鞏固,有望為快手帶來新的業績增長點。

最新數據顯示,今年 1 月,快手可靈 AI 全球月訪問用户總數環比增長 113%。作為國產多模態模型的佼佼者,可靈 AI 在性能與性價比等關鍵維度超越海外模型,一直備受市場關注。而此次國新辦吹風會對可靈 AI 的重點提及,無疑進一步提升了市場對快手在 AI 領域佈局的信心。

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