快手-W获南向资金连续5天净买入机构看好Gen AI将显著推动快手主应用的用户参与和货币化

智通财经03-11

3月11日，港股低开高走，科网龙头快速拉升，其中，快手股价持续上扬，最多涨幅接近7%，截至收盘，快手报66.35港元/股，涨幅5.15%。数据显示，快手获南向资金连续5天净买入，累计净买入金额为40.48亿港元，股价累计上涨31.13%。消息面上，小摩在研报中称，中国生成式AI进入应用爆发阶段，并看好阿里巴巴(BABA.US)及快手(01024)。其中，快手被视为Gen AI发展的一个不太引人注目...

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Institutions are optimistic that Gen AI will significantly promote user participation and monetization of Kuaishou's main application","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"81024":0.6,"01024":1,"GEN":1},"content_text":"3月11日，港股低开高走，科网龙头快速拉升，其中，快手股价持续上扬，最多涨幅接近7%，截至收盘，快手报66.35港元/股，涨幅5.15%。数据显示，快手获南向资金连续5天净买入，累计净买入金额为40.48亿港元，股价累计上涨31.13%。消息面上，小摩在研报中称，中国生成式AI进入应用爆发阶段，并看好阿里巴巴(BABA.US)及快手(01024)。其中，快手被视为Gen AI发展的一个不太引人注目的受益者。该行认为，Gen AI将显著推动快手主应用的用户参与和货币化。快手领先的AI视频生成大模型可灵(KLING)与快手应用在视频生成方面具有深度协同效应，并且在电子商务、专业内容制作（如游戏/电影）等商业垂直领域展现出丰富的货币化潜力。同时，华安证券的研报进一步强调了快手在AI领域的积极进展。2024年11月，快手在App Store上线了“可灵AI”独立APP，进一步加深了在移动端的AI布局。可灵系列产品矩阵逐步完善，涵盖了APP、网页版、小程序、海外版等多个平台。在2025年3月7日，Andreessen Horowitz发布的2025年全球100生成式AI消费级应用排行榜中，快手可灵排名20，超过了Sora、Midjourney、Runway等同类别产品，这一成绩彰显了快手在AI技术应用方面的强大实力和市场竞争力。复盘美股相关标的，AI技术在实时反馈优化、智能推荐引擎、自动化广告创意生成等方面显著提升了广告转化率和效率，对Meta、Applovin、Pinterest、Snapchat等公司的广告效率和收入产生了积极拉动作用，推动了相应公司股价的大幅上涨。对于快手而言，可灵AI等视频生成大模型在广告需求端的应用空间广阔。一方面，较低的生成成本使得中小广告主能够自主进行广告生成，显著提升了广告内容的供给量；同时，对于大广告主而言，其代理商的报价有望降低，而广告投放精准度的提升也将使ROI回报相应提高，整体上推动了广告行业的良性发展。另一方面，广告供给量的提升将为广告平台的广告位带来更高的收益，实现量价齐升的良好局面。综合来看，AI布局的深入推进，特别是在可灵AI等产品和技术方面的突破，为快手在用户参与、货币化以及广告业务等多方面带来了新的增长机遇和潜力，有望持续推动其在港股市场的稳定发展和价值提升。","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"shareholding","news_rank":0,"symbols":[],"gpt_button":0,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"CCBot/2.0 (https://commoncrawl.org/faq/)","isDev":false,"isTTM":false,"deviceId":"web-server-community-laohu8-v3","version":"4.33.2","shortVersion":"4.33.2","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2518343719"}

快手-W获南向资金连续5天净买入 机构看好Gen AI将显著推动快手主应用的用户参与和货币化

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快手-W获南向资金连续5天净买入机构看好Gen AI将显著推动快手主应用的用户参与和货币化