【快手财报前瞻：第一季度利润或下滑】金十数据5月27日讯，快手-W(01024.HK)将于周二公布2025年第一季度业绩。根据VisibleAlpha对19位分析师的调查，快手第一季度净利润可能下降6.1%至38.7亿元人民币，调整后净利润可能增长3.2%至45.3亿元人民币，营收可能增长9.6%至322.4亿元人民币。财报看点有：①电商业务增长情况。野村认为，鉴于其主要竞争对手抖音可能会降低其商家的佣金率，以及腾讯视频号和小红书进军直播电商业务，快手的电商变现可能面临进一步的压力。②电商及广告业务前景。关税不确定性，未来可能存在更多不确定性。③快手AI变现的更新。快手CEO上一次财报电话会上表示，其自研视频生成工具Kling商业化以来，截至2025年2月，其累计收入已超过1亿元人民币。快手于4月推出了Kling AI 2.0，带来了更精准的视频生成能力。
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