快手-W（01024）今日盘中股价大幅拉升，一度大涨5.04%，引发市场关注。
消息面上，股价异动主要源于公司最新披露的2026年第一季度业绩，其中AI业务“可灵”表现尤为亮眼。财报显示，可灵AI第一季度收入超过6.5亿元人民币，同比激增超过300%；3月份的年化收入运行率（ARR）已接近5亿美元，远超市场此前预期。这一超预期的商业化速度，验证了其作为公司第二增长曲线的巨大潜力。
受强劲的AI业务数据鼓舞，多家投资机构随后发布报告，表达了对公司前景的乐观看法并上调目标价。例如，大和将快手目标价上调14.3%至72港元，并维持“买入”评级；晨星维持其90港元的公允价值预测；大华继显、招商证券国际等也均维持“买入”或“增持”评级。此外，公司于业绩公布后斥资近1亿港元进行股份回购，进一步向市场传递了管理层对未来的信心，共同推动了股价在交易时段内的强势表现。
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