高盛看好快手(01024.HK)可灵AI 维持目标价63元及“买入”评级

阿斯达克财经
Jun 06, 2025

高盛发表研究报告指,快手-W(01024.HK) 可灵AI于3月实现年化收入运行率(ARR)超过1亿美元(或每月超过800万美元),且其每月订阅预订额(包括用户订阅和API使用)在4月和5月均超过1亿元人民币(每月1,400万美元)。该行认为,有关运行率超过了快手早前对其2025年全年ARR达到1亿美元的指引以及市场预期。该行认为,这应使可灵成为全球规模最大的视频生成模型和独立AI产品之一,以及在...

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