异动解读｜快手-W盘中下跌11.06%，Q2经调整净利润同比下降30%叠加可灵AI核心人才流失

行情直击08-20 09:34

8月20日，快手-W盘中下跌11.06%，报33.78港元，成交额14.43亿港元。

消息面上，公司于前一交易日盘后发布二季度业绩：总收入355.35亿元，同比仅增1.4%；经调整净利润39.13亿元，同比下降30.3%；毛利率51.6%，同比下滑4.1个百分点。直播业务收入同比下降13.5%至86.9亿元，拖累整体表现。尽管可灵AI单季收入超8.5亿元、同比增逾200%，但研发重投入对利润侵蚀明显。此外，近期可灵AI核心研发人员王猛、王鑫涛相继离职，不到一年内三位关键技术骨干出走，市场担忧模型迭代节奏放缓将削弱AI业务估值支撑。传统主业增速换挡叠加AI投入期利润承压，业绩兑现不及预期引发集中抛售。

（以上内容均基于市场公开消息，由程序或算法智能生成，仅作为股价异动提醒，不作为投资建议或交易依据。）

免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

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