智通财经APP获悉，KEEP(03650)涨近6%，截至发稿，涨5.79%，报4.02港元，成交额726.67万港元。
消息面上，Keep管理层此前在财报电话会上透露，预计将从2025年起逐步释放积极效益，通过AI技术赋能，提升业务表现并降低运营成本；同时公司还将继续专注于加强供应链和费用管控及提升员工人效，争取在2025年实现盈亏平衡。公司CEO王宁强调，AI的核心是提升Keep的运营效率，以及降低运营成本，以提升公司整体商业化水平。
国信证券近期研报指出，消费品带动增长，减亏趋势向好，关注AI布局未来效益转化。公司2024年消费品业务稳健增长，尤其装备和服装品类达到16%的增长，未来预计消费品业务也将成为公司收入增长及盈利改善的有力支撑。根据年报披露，公司有望在2025年实现盈亏平衡。此外公司持续布局AI，AI带来的用户量及付费率提升有望在2026-2027年进一步体现。
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