建投海外：短期內有望看到AI應用在Keep上的落地場景
日前，建投海外發布觀點稱，短期內有望看到AI應用在Keep上的落地場景：能夠構建更深度的數據池，便於更高層次的數據建模；實現AI內容生成，以及推出AI agent等。
建投海外表示，Keep 是中國及全球最大的線上健身平臺。前十年公司構建以了內容爲核心，Keep APP爲承載體，通過會員變現，消費品變現和硬件變現的一種商業模式。業務方面，公司在線上通過人工智能輔助的個性化訓練計劃打造廣泛、專業及一流的健身內容，在線下推出各種智能健身設備、健身裝備、服飾及食品，無縫連接物理與數字領域，創造沉浸式、軟硬件交互一站式的健身體驗。
2月初，Keep創始人王寧發佈一封署名爲"王寧&DeepSeek AI"的全員信宣佈公司要全力All in AI。次日，Keep股價暴漲超40%，成爲近一週內全球 AI 相關股票中漲幅最高的公司之一。
Keep當下表態未來全力All in AI，實則已在AI領域籌備良久。根據港交所披露公開數據，2023年全年，Keep研發支出高達4.5億元人民幣，投入到AI及雲計算、研發人員成本(包括相關以股份爲基礎的薪酬開支)等方向。
Keep表示其下一個十年目標爲，以數據爲核心，在AI驅動下做健身&泛運動&健康垂直場景下的 AI 的Coach，圍繞 AI 的Coach，提供更多的數據、服務，以及更精準的硬件和消費品。
建投海外梳理了"短期內我們有望看到AI將在Keep上的落地場景"，分別有：
1)構建更深度、全面打通的用戶數據池，以便於更高層次的運動數據建模；
2)AI內容生成：海外APP內容基本爲AI生成，國內訓練內容課程AI生成比例僅爲20%，AI生成比例將逐步提升，降低內容成本，有望實現快速擴品類 ，達到全站式的AI教練水平，驅動用戶量提升；
3)AI agent：預計3月底4月初上線測試版，後續上線全量版，後續有望驅動用戶量、付費率以及付費金額的提升。
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