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快手:有信心次季網上廣告收入錄雙位數增長 可靈AI 變現快首季收1.5億人幣
阿思達克 05-28 07:16
快手-W(01024.HK)(KUASF.US)聯合創始人兼首席執行官程一笑在業績會議上表示,觀察到從4月開始,用戶線上營銷廣告投放明顯增加,有信心第二季的網上廣告收入錄得雙位數增長。 程一笑透露,快手會在「618購物節」推出20億元人民幣(下同)補貼,還可與其他補貼優惠共用,希望能刺激消費者購買意欲。同時,希望透過與用戶、商戶和產品供應商有更多溝通取得更多新客戶。 談及AI戰略,快手旗下的「可靈AI」首季收入超過1.5億元。程一笑表示,今年以來「可靈AI」變現能力明顯加快,按收入構成顯示,70%為付費用戶,未來會繼續將AI技術融入到現有業務。 管理層還稱,未來會繼續投放資源發展「可靈AI」,主要成本用於招聘和保留行業級人才。由於「可靈AI」邊際利潤已轉正,隨著相關收入貢獻提升,對盈利的負面影響將會愈來愈少,預計今年會減低利潤約1至2個百分點。從中長期來看,相信AI能夠成為公司的第二增長曲線之一,為公司貢獻收 入及利潤。
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