核心观点快手发布25Q1 业绩公告,整体营收符合预期,海外业务运营层面转正。Q1 快手实现营收326 亿元(yoy+11%),与彭博预期基本一致。Q1 公司IFRS 净利润为39.8 亿元,NPM 为12.2%; No n -IFRS 净利润为46 亿,NPM 为14.0%。可灵AI 商业化变现提速,2025 年4 月,公司推出可灵AI 2.0 视频生成大模型,性能全球领先,标志着其在生成式AI ...
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