快手-W（01024）今日盘中大跌5.07%，引发市场关注。截至发稿，该股报价86.100港元。
消息面上，有报道称抖音近期对其App内的"日常"功能进行了升级，新增创作入口、头像色环提醒以及限时日常发布功能，进一步加码"朋友圈"的社交属性。这一举措可能被市场解读为加剧了短视频平台之间的竞争，特别是在社交功能方面，对快手形成潜在威胁。
值得注意的是，快手此前也在社交领域有所布局，如重启"说说"功能和推出"小纸条"等。然而，抖音此次的功能升级可能被视为在社交赛道上的重要进展，加剧了投资者对快手市场地位的担忧。分析人士指出，短视频平台在社交功能方面的竞争日趋激烈，这可能是导致快手股价下跌的主要原因之一。
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