可灵AI:商业化加速

华福证券
24 Jul

投资要点:成立独立事业部,重视度提升。2025 年4 月30 日,快手成立了可灵AI 事业部。该事业部下设可灵AI 产品部、运营部和技术部,负责可灵、可图等系列大模型业务,快手高级副总裁盖坤担任可灵AI 事业部负责人,继续兼任社区科学线负责人。调整后,可灵AI 将作为与主站、商业化、电商、国际化、本地生活并列的一级业务部门,向快手董事长兼CEO 程一笑汇报。月度付费金额持续提升,ARR 已突破1 ...

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