短视频大厂，猛绊一跤。 3月26日，快手股价跌超14%，市值蒸发超320亿港元，次日稍有反弹。相较巅峰时期，市值已跌没88%。 CEO程一笑交的成绩单，本身超过预期，全年税后净利186亿元，为历来最高。可惜，快手预期不太乐观。 有观点认为，快手面前摆着多道难题：用户增长基本停滞，“老铁”不够用；可灵的AI叙事不够丰满，算力采购支出猛增。 “我们预期，内容电商仍有结构性增长机会。”程一笑努力...
Source Link短视频大厂，猛绊一跤。 3月26日，快手股价跌超14%，市值蒸发超320亿港元，次日稍有反弹。相较巅峰时期，市值已跌没88%。 CEO程一笑交的成绩单，本身超过预期，全年税后净利186亿元，为历来最高。可惜，快手预期不太乐观。 有观点认为，快手面前摆着多道难题：用户增长基本停滞，“老铁”不够用；可灵的AI叙事不够丰满，算力采购支出猛增。 “我们预期，内容电商仍有结构性增长机会。”程一笑努力...
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