《大行》中金:快手(01024.HK)可靈AI疊代速度快 一年內完成多版本升級 評級「跑贏行業」
中金髮表報告,指上日(27日)下午受邀參加快手-W(01024.HK)在世界人工智能大會(WAIC)召開的「可靈AI生態論壇-生成式AI應用元年」主題論壇。
報告提及,快手可靈AI視頻內容工作流創新,支持多人協作。可靈創意工作臺「靈動畫布」於會上正式發佈,從上日起開始邀請測試1.0版本,本季將推出面向專業團隊和企業的「工作室會員」。工作臺支持無限可視化空間、智能創作輔助與多人實時協作。
中金引述可靈AI產品及運營負責人李楊表示,團隊認爲「AI工具產品要在模型能力和用戶需求之間保持好恰如其分的平衡」。基於此,平臺推出創意工作臺「靈動畫布」。中金認爲新工作臺可主要解決兩方面問題:一是內容生產工作鏈條完善化,可以覆蓋從生成素材到全片的創作全鏈路;二是支持團隊協同,使專業團隊的多人協同創作成爲可能。
此外,中金稱,創作者社區建設推進,有望開啓優質內容創作飛輪。此前在7月初的可靈「靈感工坊」上海站創作者沙龍活動上,團隊亦表示可靈AI創意圈將打造成AI創作者社區,社區將提供豐富內容資源助力創作、幫助創作者積累垂類私域流量實現更好的內容傳播。中金同時觀察到可靈AI在提升「創作者激勵計劃」,上線靈感任務體系,以鼓勵創作者產出優質內容,通過靈感值獎勵爲創作者提供更多實際收益。
總結來看,主要有幾方面要點:一是可靈疊代速度快,一年時間內完成多版本升級;二是表達能力持續提升,在影視細節實現等維度上有較大躍升,在工業水準上的表達進步越來越快;三是對傳統內容生產流程重構持續演進,提效提質同步進行。中金維持對快手盈測及「跑贏行業」評級。目標價80港元。
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