快手“投资者日”:焦点都在AI

华尔街见闻
Sep 02, 2025

据快手管理层透露,自4月可灵 2.0版本上线以来,其月度付费流水已稳定在1亿元以上,并且海外用户贡献了70%的收入;未来模型能力仍是差异化的关键领域,这将继续成为公司投资的重点。在8月29日举行的快手光合创作者大会中,AI业务成为关注焦点。据追风交易台消息,摩根士丹利分析师Yang Liu等在最新研报中表示,在最新的投资者日活动中,快手向市场清晰地传递了一个信号:公司的未来叙事、增长引擎及估值想象...

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