大和研究报告指,快手(01024.HK) 今年首季业绩大致符合预期,日均活跃用户(DAU)创新高达4.08亿,日均活跃用户平均每日使用时间为133.8分钟,接近历史高位水平。期内可灵AI收入达1.5亿元人民币。随着可灵AI变现能力进一步提升,该行将可灵AI全年收入预测升至7亿元人民币,并认为AI投资支出对全年盈利的影响有限。另外,该行预期次季广告收入将有低十位数(low-teens)按年增幅,...
Source Link大和研究报告指,快手(01024.HK) 今年首季业绩大致符合预期,日均活跃用户(DAU)创新高达4.08亿,日均活跃用户平均每日使用时间为133.8分钟,接近历史高位水平。期内可灵AI收入达1.5亿元人民币。随着可灵AI变现能力进一步提升,该行将可灵AI全年收入预测升至7亿元人民币,并认为AI投资支出对全年盈利的影响有限。另外,该行预期次季广告收入将有低十位数(low-teens)按年增幅,...
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