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Kuaishou Technology 2024-08-21T11:30 財經茄呢啡 快手AI大模型將著重研發配合業務場景的專項語言模型,大規模降低模型的整體推理成本;視頻生成方面將繼續升級可靈AI大模型,除了加強C端會員付費的全球運營,亦會尋求更多B端合作變現的可能。未來會將大模型應用至商業化推薦,為線上營銷服務收入增長提供支持。
Kuaishou Technology 2024-08-21T11:30 財經茄呢啡 快手提到,今年第二季視覺生成大模型取得重大進展,包括啟動視頻生成大模型「可靈AI」全面測試,上半年近兩萬名商家在快手平台借助AI改善經營。
Kuaishou Technology 2024-08-21T11:29 財經茄呢啡 快手(1024)次季收入及盈利均勝預期,期內收入按年升11.6%至309.75億元人民幣,稍勝市場預期;經調整純利為46.79億元人民幣,升73.7%,同樣勝預期。「618」大促銷後,內地消費者短期需求放緩,加上流量紅利減弱的大環境,電商業務需平衡內容及商業效率,從而帶動消費者購買行為。
Kuaishou Technology 2023-11-23T11:48 財經茄呢啡 大摩指,快手(1024)下半年受惠內容及營運提升,盈利能力、資產負債表、現金流及回購均明顯改善,可保持強勁的廣告及電商增長勢頭。大摩重申快手「增持」投資評級,快手表現勝大摩覆蓋的大部分廣告或電商平台,目標價為80元。
Kuaishou Technology 2022-08-24T20:13 財經茄呢啡 受惠疫情逐漸緩解,內地短視頻平台快手(1024)收入按年升13.4%至216.95億元人民幣,勝市場預期。創辦人兼首席執行官程一笑表示,內地分部業務提前兩季實現盈利,下半年會繼續通過技術更新及嚴格的成本控制,提升整個組織的效率。快手績前微升0.7%。
Kuaishou Technology 2022-08-24T20:13 財經茄呢啡 快手的線上營銷服務收入按年升10.5%至110.06億元人民幣,季內電商出現恢復跡象,平台電商商家貢獻廣告收入呈健康增長趨勢和更強韌性。直播收入按年升19.1%至85.65億元人民幣,主要受惠付費用戶增長。
Kuaishou Technology 2021-08-10T11:15 財經茄呢啡 海通國際於上周則由276元削至125元,下調幅度亦見55%。
Kuaishou Technology 2021-08-10T11:14 財經茄呢啡 招銀國際上月底亦將快手目標價,由382元減至145元,下調幅度達62%。
Kuaishou Technology 2021-08-10T11:14 財經茄呢啡 摩根士丹利早於上月已指出,快手市佔率未及對手抖音,因而將快手股價由300元大減56%至130元,下調評級至「減持」;該行隨後於7月中再將其目標價由130元下調至120元。
Kuaishou Technology 2021-08-10T11:14 財經茄呢啡 瑞銀認為,快手業務內容具差異性,以及社交業務表現較強,將有助維持用戶參與度。快手有意發展海外市場,或成下半年業務表現上行的潛在機會,故對快手的廣告及電商發展潛力仍然保持正面。
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