快手最近在港股领涨AI和港科,主要是财报之后,市场看到了AI对其广告业务效率提升,以及可灵AI的货币化进度积极乐观。同时叠加估值便宜,属于下有底,上有AI期权的公司。 值得注意的是,可灵的货币化增速让资本市场对中国AI应用市场的预期有了一定改观。此前中国市场只关注AI硬件端,在1季报阿里、腾讯capex被迫减少的背景下,市场沉寂了许久。 但是美国市场,AI应用在此期间呈现爆发状态,token耗用量...
Source Link快手最近在港股领涨AI和港科,主要是财报之后,市场看到了AI对其广告业务效率提升,以及可灵AI的货币化进度积极乐观。同时叠加估值便宜,属于下有底,上有AI期权的公司。 值得注意的是,可灵的货币化增速让资本市场对中国AI应用市场的预期有了一定改观。此前中国市场只关注AI硬件端,在1季报阿里、腾讯capex被迫减少的背景下,市场沉寂了许久。 但是美国市场,AI应用在此期间呈现爆发状态,token耗用量...
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