9月24日，快手-W（01024）股价表现亮眼，截至11时55分，盘中大涨5.06%。这波涨势背后有多重利好因素支撑。
消息面上，快手于9月23日发布了可灵AI 2.5 Turbo新模型。该模型在文本理解、动画效果、风格一致性等多个维度的能力都有显著提升，并进一步增强了视频生成的可控性、稳定性与一致性。值得注意的是，新模型在高品质模式下生成5秒视频的成本比2.1版本降低了近30%，极大地提高了性价比。
高盛发布研报对快手给予积极评价，重申"买入"评级，目标价定为83港元。高盛分析师认为，可灵AI的新模型将推动快手用户参与度持续提升。他们预期，快手2025财年AI相关收入将达到1.54亿美元，高于公司此前给出的1.25亿美元指引。
高盛还指出，AI视频生成行业仍处于早期阶段，市场规模正快速增长。可灵新模型能以更具竞争力的成本提供高性能的AI视频生成方案，有望在传统广告及短剧制作领域引发变革。分析师强调，持续升级的模型能力与用户渗透率是快手在这一领域保持竞争力的关键。
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