9月22日周一盘中，快手-W（01024.HK）股价大跌6.20%，引发市场广泛关注。这一跌势主要源于监管机构的双重打击：公司被网信部门约谈，同时其子公司成都快购科技被市场监管总局立案调查。
据悉，国家网信办近日对快手平台进行约谈，原因是其热搜榜单主榜存在炒作明星个人动态和琐事等不良信息内容，呈现泛娱乐化倾向。与此同时，市场监管总局宣布对快手全资子公司成都快购科技立案调查，涉嫌违反《电子商务法》等法规。这些监管行动旨在进一步规范直播电商行业，提升平台合规水平。
值得注意的是，快手电商业务增长已经出现明显放缓。2025年第二季度，快手电商GMV同比增长仅为17.6%，远低于往年水平。在监管压力和业务增长乏力的双重影响下，快手股价自上市以来已大幅回落，目前市值较巅峰时期缩水超过80%。面对这些挑战，快手需要在合规经营的基础上寻求新的增长动力，以重回发展快车道。
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