5月12日,快手-W(01024.HK)股价表现抢眼,盘中大涨5%,引发市场关注。截至发稿,该股报54.60港元。
消息面上,快手近日在杭州召开"破峰2025"商家大会,并宣布618购物节招商报名正式启动。公司公布的数据显示,2024年快手电商业务实现强劲增长,多场域买家数同比增长近20%,短视频GMV增长超过50%,购物金额1万元人民币以上的买家数同比增长逾10%。这些数据反映了快手电商业务的快速发展和用户粘性的提升。
值得注意的是,快手对今年的618购物节寄予厚望。公司计划推出"千亿流量、20亿补贴"的激励措施,以助力商家实现大促期间的业绩增长。此外,快手还将特别针对外贸商家设立"国货品类日",通过提供直播间红包、国货品类券等补贴权益,鼓励更多电商达人和外贸商家参与大促直播。这一举措旨在抓住大促窗口流量,推动"外贸优品"向"国货优品"转型升级,有望进一步扩大快手的市场份额和影响力。市场普遍认为,这些积极举措将有利于快手在激烈的电商竞争中脱颖而出,从而推动公司业绩增长,这可能是今日股价大涨的主要原因。
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