《大行》美银证券:快手(01024.HK)估值吸引 可灵AI估值180亿美元 核心业务被隐含为负值

阿斯达克财经
Jun 18

美银证券发表报告指,在快手-W(01024.HK) 管理层投资者会议后,对快手可灵AI持乐观态度,因为该AI影片模型具世界领先地位,且商业化正在加速。预期可灵收入预测将有上行空间,并会密切留意可灵的模型升级及价值释放事件。报告指,快手于5月宣布正在评估重组可灵AI的方案,可能涉及外部融资。管理层解释,此举主要是为了留住和吸引人才。对于可灵AI潜在IPO,该行认为一般需要一定时间才能获得监管批准。...

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