《大行》富瑞料快手(01024.HK)可靈AI視頻生成技術實現可持續突破 評級「買入」
富瑞發表報告,指過去數月,快手-W(01024.HK)旗下可靈AI在產品功能和特性上進行了超過30次迭代升級。平台上擁有超過4,500萬創作者,生成2億個視頻和4億張圖片,覆蓋149個國家和地區,總計2萬家企業客戶和開發者。主要行業趨勢包括:(1)視頻生成質量持續進步;(2)視頻生成技術將實現可持續突破。視頻製作行業市場規模預計達1,000億美元,涵蓋電影、動畫、短劇和廣告等領域。
該行稱,可靈新產品「靈動畫布」支持團隊成員協作,將開始邀請測試,並計劃於第三季度推出面向專業團隊和企業的工作室會員制。另一方面,可靈作為一站式AI生產力引擎,通過創新驅動,為創作者提供視頻內容生成的高質量和高效率。該行稱,需平衡內容創作者的需求與建模能力。該行予快手「買入」評級,目標價92元。
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