摩根士丹利发表研究报告指，快手(01024.HK) 首季收入按年增长3.4%，较该行预测高1%，其中线上营销收入按年增长9%，电商及其他服务收入按年增长16%。可灵AI收入增长超过3倍，远胜于公司指引。不过，大摩提到，由于宏观经济压力，加上快手建立生态系统，除了可灵AI之外，次季其他收入来源指引的表现均低于预期。大摩将可灵AI 2026年底的ARR预测由8.4亿美元上调至10亿美元，但将快手...
Source Link摩根士丹利发表研究报告指，快手(01024.HK) 首季收入按年增长3.4%，较该行预测高1%，其中线上营销收入按年增长9%，电商及其他服务收入按年增长16%。可灵AI收入增长超过3倍，远胜于公司指引。不过，大摩提到，由于宏观经济压力，加上快手建立生态系统，除了可灵AI之外，次季其他收入来源指引的表现均低于预期。大摩将可灵AI 2026年底的ARR预测由8.4亿美元上调至10亿美元，但将快手...
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