港股异动 | 快手-W(01024)涨超4% 可灵在AI视频领域领先富瑞料其第三季总收入同比增长13%

智通财经10-09

智通财经APP获悉，快手-W(01024)涨超4%，截至发稿，涨4.02%，报89.2港元，成交额46.77亿港元。消息面上，OpenAI于2025年9月30日发布的新一代视频生成模型Sora 2和Sora APP，发布后在社交媒体火爆出圈。国信证券认为，快手可灵在AI视频领域领先。OpenAI推出Sora2有望重塑短视频生态。视频内容未来若AI内容占比提升，将拉齐其他短视频平台与抖音内容的差距，...

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金饽饽
10-10
金饽饽
快手电商和ai利好不断

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14:43","market":"sh","language":"zh","title":"港股异动 | 快手-W(01024)涨超4% 可灵在AI视频领域领先 富瑞料其第三季总收入同比增长13%","url":"https://stock-news.laohu8.com/highlight/detail?id=2574381121","media":"智通财经","summary":"国信证券认为，快手可灵在AI视频领域领先。OpenAI推出Sora2有望重塑短视频生态。建议关注AI视频相关公司快手。华创证券表示，快手作为AI视频模型龙头或直接受益于Sora2出圈。此外，富瑞发布研报称，预计快手将可如期达成该行对其收入和盈利的预测，即预计第三季总收入同比增长13%至353亿元人民币；交易总额预计升15%；毛利率预计扩张至约55%；非IFRS盈利预计达约48.4亿元人民币。","content":"<html><body><p>智通财经APP获悉，<a href=\"https://laohu8.com/S/01024\">快手-W</a>(01024)涨超4%，截至发稿，涨4.02%，报89.2港元，成交额46.77亿港元。</p><p>消息面上，OpenAI于2025年9月30日发布的新一代视频生成模型Sora 2和Sora APP，发布后在社交媒体火爆出圈。<a href=\"https://laohu8.com/S/002736\">国信证券</a>认为，快手可灵在AI视频领域领先。OpenAI推出Sora2有望重塑短视频生态。视频内容未来若AI内容占比提升，将拉齐其他短视频平台与抖音内容的差距，重塑内容和UGC生态。建议关注AI视频相关公司快手。华创证券表示，快手作为AI视频模型龙头或直接受益于Sora2出圈。海外模型进步引领国内模型迭代，看好国内自研视频模型自主可控及跟进。</p><p>此外，富瑞发布研报称，预计快手将可如期达成该行对其收入和盈利的预测，即预计第三季总收入同比增长13%至353亿元人民币；交易总额(GMV)预计升15%；毛利率预计扩张至约55%；非IFRS盈利预计达约48.4亿元人民币。该行强调，人工智能是一个关键范畴，而影片生成是一个处于早期发展阶段的庞大市场。</p></body></html>","source":"stock_zhitongcaijing","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>港股异动 | 快手-W(01024)涨超4% 可灵在AI视频领域领先 富瑞料其第三季总收入同比增长13%</title>\n<style 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href=\"http://www.zhitongcaijing.com/content/detail/1353021.html\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"81024":"快手-WR","LU0244354667.USD":"SCHRODER ISF CHINA OPPORTUNITIES \"A\" ACC","BK4614":"Manus概念股","LU0359201612.USD":"贝莱德中国基金A2","LU0359202008.SGD":"Blackrock China Fund A2 SGD-H","LU1251922891.USD":"NINETY ONE GSF ALL CHINA EQUITY \"A\" (USD) ACC","LU0051755006.USD":"摩根大通中国A (dist)","LU1023057109.AUD":"BGF CHINA \"A2\" (AUDHDG) ACC","LU1720050803.USD":"安联全方位中国股票基金","LU0210526637.USD":"JPM CHINA \"A\" (USD) ACC","07226":"南方两倍做多恒科","LU0326950275.SGD":"Schroder ISF China Opportunities A Acc SGD-H","LU0456827905.SGD":"JPMorgan Funds - China A (acc) SGD","LU1303224171.USD":"NINETY ONE GSF ALL CHINA EQUITY \"A\" (USD) INC","LU1719994722.HKD":"NINETY ONE GSF ALL CHINA EQUITY \"A\" (HKD) ACC","LU2097828557.USD":"AZ EQUITY CHINA \"A\" (USD) 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ACC","HSCEI":"国企指数","LU0593848301.USD":"未来资产亚洲卓越消费股票基金A","LU0588546209.SGD":"Eastspring Investments - China Equity Fund AS SGD","LU1188198961.HKD":"SCHRODER ISF CHINA OPPORTUNITIES \"A\" (HKD) INC QV"},"source_url":"http://www.zhitongcaijing.com/content/detail/1353021.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2574381121","content_text":"智通财经APP获悉，快手-W(01024)涨超4%，截至发稿，涨4.02%，报89.2港元，成交额46.77亿港元。消息面上，OpenAI于2025年9月30日发布的新一代视频生成模型Sora 2和Sora APP，发布后在社交媒体火爆出圈。国信证券认为，快手可灵在AI视频领域领先。OpenAI推出Sora2有望重塑短视频生态。视频内容未来若AI内容占比提升，将拉齐其他短视频平台与抖音内容的差距，重塑内容和UGC生态。建议关注AI视频相关公司快手。华创证券表示，快手作为AI视频模型龙头或直接受益于Sora2出圈。海外模型进步引领国内模型迭代，看好国内自研视频模型自主可控及跟进。此外，富瑞发布研报称，预计快手将可如期达成该行对其收入和盈利的预测，即预计第三季总收入同比增长13%至353亿元人民币；交易总额(GMV)预计升15%；毛利率预计扩张至约55%；非IFRS盈利预计达约48.4亿元人民币。该行强调，人工智能是一个关键范畴，而影片生成是一个处于早期发展阶段的庞大市场。","news_type":1,"symbols_score_info":{"81024":0.6,"01024":1.5,"YANG":1.5,"07226":1.5,"KSTmain":1.5,"HSCEI":1.5}},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"}],"isCommentEnd":false,"newsSizeData":{"likeSize":0,"commentSize":1,"repostSize":1,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; 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港股异动 | 快手-W(01024)涨超4% 可灵在AI视频领域领先 富瑞料其第三季总收入同比增长13%

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港股异动 | 快手-W(01024)涨超4% 可灵在AI视频领域领先富瑞料其第三季总收入同比增长13%