港股異動丨快手連續第三日上漲,創2個月新高
延續近日漲勢,快手-W(1024.HK)今日盤中繼續走強,且漲幅擴大,盤中一度漲近5%,報57.15港元,爲連續第三日上漲,股價創4月初以來新高。今日,快手旗下可靈AI上線一週年。快手官網信息顯示,可靈AI在推出10個月之後(即今年3月)的年化收入運行率(Annualized Revenue Run Rate)已突破1億美金,其今年4月和5月的月度付費金額均超過1億人民幣,營收增速和營收水平均位居全球視頻生成大模型產品和獨立AI產品前列。從收入構成來看,目前P(Prosumer)端付費訂閱會員貢獻了可靈AI將近70%的營業收入。另外,格隆匯近日發佈快手首次覆蓋報告:《AI成爲中長線增長引擎,可靈2.1模型打造視頻生成性價比標杆》,預計快手2025年第二季度總收入將達人民幣340億元,同比增長10%;經調整淨利潤預計爲人民幣50億元,對應調整後淨利率爲14.6%。展望全年,在AI業務持續發力的推動下,“其他服務”收入預計同比增長18%,成爲三大核心業務中增長最快的板塊。格隆匯認爲,AI產品(以可靈AI爲代表)與電商GMV的雙輪驅動將持續強化該板塊的增長勢能。

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