《大行》招銀國際:快手(01024.HK)可靈AI新功能「靈動畫布」支持最多5人協同創作 升級多圖參考功能
快手-W(01024.HK)今早(31日)輕微高開0.1%後反覆向上,最新報77元升6.4%,成交額58.55億元。招銀國際發表報告,2025年世界人工智能(WAIC)大會於7月26日至28日召開,快手方面,旗下可靈AI功能持續疊代,用戶數快速增長。可靈AI:(1)發佈新功能「靈動畫布」,具備無限可視化空間、智能創作輔助與多人實時協作等創新功能,進一步提升可靈AI創作效率;(2)升級「多圖參考」功能,顯著提升影片生成一致性,提升圖像控制能力;(3)同時發佈最新用戶數據:目前已有超4,500萬創作者用戶,累計生成影片超2億條、圖片超4億張,通過API服務超2萬家企業客戶與開發者(對比今年4月:全球用戶規模2,200萬,累計生成1.68億個影片及3.44億張圖片,通過API服務超1.5萬家企業客戶與開發者)。5月可AI付費金額已超1億人民幣,ARR(年化收入運行率)已超1億美元,約相當於快手預測今年總收入1%。
可靈AI新功能「靈動畫布」,作為全新的創意工作檯,靈動畫布具備無限可視化空間、智能創作輔助與多人實時協作等創新功能,支持最多5人在同一畫布內協同創作,進一步提升可靈AI創作效率;2)升級「多圖參考」功能,顯著提升生成影片在一致性方面的表現,包括在角色特徵、主體關係、場景還原等方面更加連貫,動態生成質量也更穩定。用戶還可以選擇參考圖中的局部內容或特定區域,進一步提升圖像控制能力;3)同時,快手公布了可靈AI最新用戶數據,可靈AI目前在全球已有超4,500萬創作者使用,累計生成影片超2億條、圖片超4億張,超過2萬家企業客戶與開發者通過API方式接入平台(對比2025年4月披露數據,全球用戶規模2200萬,累計生成 1.68億個影片及3.44億張圖片,超1.5萬家企業客戶和開發者通過 API接入)。
招銀國際指,根據快手披露,今年5月可靈AI付費金額已超1億人民幣,ARR已超1億美元,約相當於快手預測今年總收入1%。技術能力上,可靈AI目前在文生影片、圖生影片領域達到SOTA水平;此外在價格上,可靈AI目前每月約6.6美元的訂閱價格(每張圖片約0.2美仙,美秒視頻約0.1美元)亦相較於其他AI創意平台有一定優勢,對比Adobe(ADBE.US)旗下Firefly的每月收費9.99美元,每張圖片約0.1美元、美圖(01357.HK)旗下美圖設計室的每月收費4美元,每張圖片約0.1美元。
該行料全球創意工具市場空間廣闊,測算2025年至2027年市場規模有望達到各437.9億美元、489.3億美元及546億美元,測算2025年至2027年全球AI創意工具市場規模有望各達18.6億美元、40.1億美元及58億美元。
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