智通财经APP获悉,KEEP(03650)逆市涨近5%,截至发稿,涨3.41%,报5.46港元,成交额1502.54万港元。
消息面上,Keep 3月底有重要功能 Al Coach内测,预计5月落地。天风商社认为,Keep成为 AI Agent 核心标的,未来与智能穿戴设备联动的想象空间很大,Keep目前自有智能手表,苹果、小米、佳明、高驰等市面主流智能设备也已经接入,未来更多AI终端设备有望接入数据大模型;借助AI在内容生成侧降低成本覆盖更多运动品类实现人群扩圈,在用户体验侧与用户深度互动增强用户粘性提升附加值。
此外,国家卫生健康委员会相关负责人近日表示,实施"体重管理年"3年行动,普及健康生活方式。Keep作为国内领先的运动科技平台,在健身内容、运动消费品领域持续发力,并持续通过智能化降低运动门槛、普惠全民健身、助力"健康中国"战略落地。分析人士指出,Keep选择此时发力AI教练,精准踩中技术变革、政策利好与市场需求的多重节点。
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