大行评级|杰富瑞:快手可灵AI在过去数月进行超30次迭代升级 评级“买入”

金融界
Jul 29
杰富瑞发表报告指,过去数月,快手旗下可灵AI在产品功能和特性上进行了超过30次迭代升级。平台上拥有超过4500万创作者,生成2亿个视频和4亿张图片,覆盖149个国家和地区,总计2万家企业客户和开发者。主要行业趋势包括:(1)视频生成质量持续进步;(2)视频生成技术将实现可持续突破。视频制作行业市场规模预计达1000亿美元,涵盖电影、动画、短剧和广告等领域。 该行称,可灵新产品灵动画布支持团队成员协作,将开始邀请测试,并计划于第三季度推出面向专业团队和企业的工作室会员制。另一方面,可灵作为一站式AI生产力引擎,通过创新驱动,为创作者提供视频内容生成的高质量和高效率。该行称,需平衡内容创作者的需求与建模能力。该行予快手“买入”评级,目标价92港元。

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