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《大行》大摩:快手(01024.HK)可靈獲全球專業人士熱捧其領先技術 全年收入或超指引
阿思達克 06-06 14:23
快手(01024.HK)今日(6日)股價受捧,最新報58.25元抽高6.9%,成交額47.94億元。摩根士丹利發表報告表示,快手-W(01024.HK)公佈其自研視頻生成模型可靈的年化收入運行率於3月已超過1億美元,於4月和5月的月度訂閱收入均持續超過1億人民幣,折算年化收入至少爲1.67億美元(按月增長約67%)。 該行指,快手旗下可靈現有客戶中,70%來自海外,70%爲相關行業的專業人士。該行認爲,強勁的月度訂閱收入表明全球專業人士對可靈在文本到視頻生成模型領先技術/能力感到濃厚興趣。若這一勢頭全年持續,相信可靈的全年收入很可能超過快手全年1億美元的指引。 大摩維持快手「與大市同步」評級及目標價60元。
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