港股异动 | 快手-W(01024)涨超3% 机构指可灵AI估值上涨 商业化变现提速有望助力公司打开成长空间

智通财经
Jul 22, 2025

智通财经APP获悉,快手-W(01024)涨超3%,截至发稿,涨2.24%,报73.05港元,成交额14.57亿港元。

汇丰发布研报称,根据平均市销率,该行估计可灵AI的市值可达70亿美元或每股13港元。除了可灵AI,快手亦在其磁力开创平台上嵌入了人工智能生成的广告和数位人工模板,使广告商可以利用人工智能提高广告素材生成效率。该行上调可灵AI今年收入预测至1.2亿美元,原预测为1亿美元。同时预计集团收入及经调整纯利将分别按年增长11%和7%,至340亿元和50亿元人民币。

中信建投此前指出,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领域的技术壁垒再度提升,25Q1可灵收入超1.5亿元,有望助力公司打开成长空间。

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