郭家耀:港股再創今年新高 快手(01024.HK)可靈AI變現能力進一步提升
港灣家族辦公室業務發展總監郭家耀稱,美股週一(25日)表現回落,大市急升後出現整固,三大指數均錄得跌幅收市。美元表現反彈,美國十年期債息回升至4.27釐水平,金價反覆向下,油價則走勢向好。港股預託證券大致偏軟,預料大市早段跟隨低開。
內地股市昨日上升,滬綜指高開高走,收市上升1.5%,再創十年新高水平,滬深兩市成交額超過三萬億元人民幣。
港股跟隨外圍向好,指數再創今年新高水平,逼近26,000點關口,大市成交亦急增至3,600億水平。市場憧憬減息機會增加,加上內地股市強勢,有利大市繼續挑戰高位,預料指數在25,000點有較強支持,上方阻力在26,000點水平。
另快手-W(01024.HK)公佈上半年盈利89億元人民幣(下同),上升9.9%,按非國際財務報告會計準則,經調整淨利潤101.98億元,增長12.5%。收入676.54億元,增長12%。單計第二季度,經調整淨利潤56.2億元,增長20.1%。第二季收入350.5億元,增長13.1%,其中線上營銷服務收入197.7億元,增長12.8%;直播收入100.44億元,增長7.9%。
第二季度,快手應用的平均日活躍用戶和平均月活躍用戶分別達到4.09億及7.15億,分別增長3.4%和3.3%,快手應用的平均日活躍用戶創歷史新高。快手應用的日活躍用戶日均使用時長達126.8分鐘,用戶總使用時長按年增長7.5%。每位日活躍用戶平均線上營銷服務收入48.3元,按年升9%;電商GMV總額3,588.79億元,增長17.6%。
快手錶示,可靈 AI助力P端創作者和企業用戶不斷探索更多的應用場景,包括廣告營銷、影視短劇、 遊戲互動和智能硬件等。在短劇行業,可靈AI與快手星芒短劇聯合出品了全球首部AI單元故事集《新世界加載中》,迄今全球累計播放量近2億,爲AI影視內容創作樹立了新標杆。
可靈AI應用場景的深度探索,也帶來商業化的快速增長,今年第二季度,可靈AI的收入超過2.5億元。展望下半年,快手錶示,將堅定在AI方向的大力投入,繼續探索AI技術爲創作者、營銷客戶與商家賦能的增效價值,併發掘更具潛力的變現新機遇。快手業績優於預期,派發特別股息顯示管理層對前景信心,未來可靈AI變現能力進一步提升,將有助快手估值提高。
(筆者爲證監會持牌人,本人及相關人士沒持有上述股份)~
Follow us
Find us on
Facebook,
Twitter ,
Instagram, and
YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the
uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!

Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.