快手-W今日盘中大涨5.03%，引起了市场的广泛关注。
消息面上，快手计划分拆其人工智能业务“可灵AI”独立上市，目标估值约200亿美元，这一消息极大地提振了市场对公司资产价值的预期。
与此同时，可灵AI公布的业绩表现远超市场预期，公司一季度业绩显示，可灵AI单季收入超过6.5亿元人民币，同比增长超过300%，3月份的年化收入运行率已接近5亿美元。基于此强劲表现，包括摩根士丹利、高盛在内的多家大行纷纷上调了对可灵AI的预期，摩根士丹利将其2026年底的年化收入运行率预测上调至10亿美元，招商证券也维持了对快手-W的“增持”或“强烈推荐”评级。
此外，公司近期的股份回购行为以及港股手游板块在暑期档预期下的整体走强，也为股价提供了额外的支撑。
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.