招商证券发表报告指，快手(01024.HK) 2026年第一季业绩胜预期，总收入337亿元人民币(下同)，按年增3.4%，略好于市场预期1%。线上营销收入196亿元，按年增9.3%，超预期1%，主因AI漫剧爆发式增长及AI应用投放广告需求旺盛；第一季国内线上营销收入增速超过10%，AI大模型为国内营销收入贡献3-4%增量。电商整体收入增速为中个位数，GMV稳健增长但佣金率有所下滑，主因商家补贴及...
Source Link招商证券发表报告指，快手(01024.HK) 2026年第一季业绩胜预期，总收入337亿元人民币(下同)，按年增3.4%，略好于市场预期1%。线上营销收入196亿元，按年增9.3%，超预期1%，主因AI漫剧爆发式增长及AI应用投放广告需求旺盛；第一季国内线上营销收入增速超过10%，AI大模型为国内营销收入贡献3-4%增量。电商整体收入增速为中个位数，GMV稳健增长但佣金率有所下滑，主因商家补贴及...
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