港股快手-W（01024.HK）今日盘中大涨5.04%，引发市场广泛关注。这一显著涨幅主要源于公司最新发布的AI创意工作台"灵动画布"以及多家机构的积极评级。
据悉，快手近日在WAIC 2025现场宣布推出全新创意工作台"灵动画布1.0"，并开启邀请测试。长江证券在其研报中指出，可灵AI自发布一年来已经历30余次迭代，视频生成能力居于全球领先地位。该机构认为，未来可灵AI将持续完善其创作全链路的能力覆盖并融入Agent能力，有望从AI素材生成器跃升为全新AI创意工作台。
多家机构对快手的业绩前景表示看好。花旗分析师预计，快手第二季度广告收入增速将加速至12.3%，主要受益于电商商家广告投放力度加大及非电商广告需求回暖。此外，可灵AI的商业化进程超预期，4-5月单月收入已突破1亿元人民币，全年收入有望大幅超越管理层1亿美元的指引。杰富瑞也给予快手"买入"评级，目标价92港元。这些积极的分析报告进一步提振了投资者信心，推动股价上涨。
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