大行評級|花旗:維持快手“買入”評級 可靈大模型被視爲快手在AI領域的不錯切入點
花旗發表研報指,快手股價週四(6日)上漲超過13%,潛在受惠於今年中國政府工作報告中承諾支持人工智能,加上記者會上提及“可靈大模型”模型。花旗表示,注意到可靈大模型在全球視頻生成模型中名列前茅,在全球及國內專業、企業用戶規模上具有不錯的增長勢頭。該行認爲,人工智能視頻生成模型的應用潛力具吸引力,這得益於網際網絡用戶大量消費視頻內容、廣告公司的新興需求,以及長期來看戲劇、視頻、遊戲製作商的潛在需求,因此將可靈大模型視爲快手在人工智能領域的不錯切入點。花旗將快手目標價定於67港元,維持“買入”評級。
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