港股异动 | 快手-W(01024)盘中涨近5% 高盛料可灵AI升级将推动海外市场扩大用户认可并提升营收

智通财经01-09

智通财经APP获悉，快手-W(01024)盘中涨近5%，截至发稿，涨3.96%，报74.75港元，成交额12.85亿港元。消息面上，高盛指出，快手旗下可灵AI在去年12月的模式升级与新功能上线，料将推动其在海外市场扩大用户认可并提升营收，从而可能抬升快手2026财年的营收预期，并提振股价。高盛分析师表示，对可灵AI的营收预测为2025年逾1.4亿美元，2026年约2.3–2.4亿美元。随着快手扩大...

网页链接

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。

精彩评论

我们需要你的真知灼见来填补这片空白

发表看法

{"i18n":{"language":"zh_CN"},"isChannel":false,"data":{"share":"https://www.laohu8.com/m/news/2602431348?lang=zh_CN&edition=full","thumbnail":"","is_english":false,"pubTime":"2026-01-09 10:31","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"2602431348","market":"us","top_or_hot":-1,"title":"港股异动 | 快手-W(01024)盘中涨近5% 高盛料可灵AI升级将推动海外市场扩大用户认可并提升营收","media":"智通财经","content":"<div>\n<p>智通财经APP获悉，快手-W(01024)盘中涨近5%，截至发稿，涨3.96%，报74.75港元，成交额12.85亿港元。消息面上，高盛指出，快手旗下可灵AI在去年12月的模式升级与新功能上线，料将推动其在海外市场扩大用户认可并提升营收，从而可能抬升快手2026财年的营收预期，并提振股价。高盛分析师表示，对可灵AI的营收预测为2025年逾1.4亿美元，2026年约2.3–2.4亿美元。随着快手扩大...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1390754.html\">网页链接</a>\n\n</div>\n","source":"stock_zhitongcaijing","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)盘中涨近5% 高盛料可灵AI升级将推动海外市场扩大用户认可并提升营收</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n港股异动 | 快手-W(01024)盘中涨近5% 高盛料可灵AI升级将推动海外市场扩大用户认可并提升营收\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-01-09 10:31 北京时间&nbsp;&nbsp;&nbsp;<a href=http://www.zhitongcaijing.com/content/detail/1390754.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>智通财经APP获悉，快手-W(01024)盘中涨近5%，截至发稿，涨3.96%，报74.75港元，成交额12.85亿港元。消息面上，高盛指出，快手旗下可灵AI在去年12月的模式升级与新功能上线，料将推动其在海外市场扩大用户认可并提升营收，从而可能抬升快手2026财年的营收预期，并提振股价。高盛分析师表示，对可灵AI的营收预测为2025年逾1.4亿美元，2026年约2.3–2.4亿美元。随着快手扩大...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1390754.html\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"IE0004086264.USD","symbol_name":"BNY MELLON GLOBAL OPPORTUNITIES \"A\" (USD) ACC","start_time":0,"source_url":"http://www.zhitongcaijing.com/content/detail/1390754.html","article_id":"2602431348","we_media_id":null,"thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2602431348","pubTimestamp":1767925913,"columns":[],"sourceInfo":{"source_id":"stock_zhitongcaijing","name":"智通财经网"},"weMediaInfo":null,"summary":"消息面上，高盛指出，快手旗下可灵AI在去年12月的模式升级与新功能上线，料将推动其在海外市场扩大用户认可并提升营收，从而可能抬升快手2026财年的营收预期，并提振股价。高盛分析师表示，对可灵AI的营收预测为2025年逾1.4亿美元，2026年约2.3–2.4亿美元。小摩发布研报称，今年1月，可灵AI在移动平台的日均收入已较上月增长102%。","collect":0,"end_time":0,"defaultTopTitle":"zhitongcaijing.com","property":["earning"],"viewcount":null,"language":"zh","relate_stocks":{"81024":"快手-WR","IE0004086264.USD":"BNY MELLON GLOBAL OPPORTUNITIES \"A\" (USD) ACC","LU2237443978.SGD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A Acc SGD-H","LU2097828557.USD":"AZ EQUITY CHINA \"A\" (USD) ACC","BK4127":"投资银行业与经纪业","LU2097828631.EUR":"AZ EQUITY CHINA \"A\" (EUR) ACC","LU2097828714.EUR":"AZ EQUITY CHINA \"BAZ\" (EUR) ACC","LU0742534661.SGD":"Fidelity America A-SGD (hedged)","LU2097828805.USD":"AZ EQUITY CHINA \"A-AZ\" (USD) ACC","LU2265009873.SGD":"Eastspring Investments - Global Growth Equity AS SGD-H","BK4504":"桥水持仓","LU0307460666.USD":"EASTSPRING INVESTMENTS CHINA EQUITY \"A\" ACC","LU2097828474.EUR":"AZ EQUITY CHINA \"A\" (EUR) ACC A","LU2237438978.USD":"Amundi Funds US Pioneer A2 (C) USD","IE0034235188.USD":"PINEBRIDGE GLOBAL FOCUS EQUITY \"A\" (USD) ACC","LU1894683264.USD":"AMUNDI FUNDS US EQUITY RESEARCH VALUE \"A2\" (USD) ACC","LU0588546209.SGD":"Eastspring Investments - China Equity Fund AS SGD","LU1188198961.HKD":"SCHRODER ISF CHINA OPPORTUNITIES \"A\" (HKD) INC QV","LU0359201612.USD":"贝莱德中国基金A2","LU2237443465.HKD":"abrdn SICAV I -  GLOBAL DYNAMIC DIVIDEND \"A\" (HKD) INC","LU1720050803.USD":"安联全方位中国股票基金","LU0456827905.SGD":"JPMorgan Funds - China A (acc) SGD","LU0061475181.USD":"THREADNEEDLE (LUX) AMERICAN \"AU\" (USD) ACC","LU1719994722.HKD":"NINETY ONE GSF ALL CHINA EQUITY \"A\" (HKD) ACC","IE00B19Z3581.USD":"Legg Mason ClearBridge - Value A Acc USD","LU2471134952.CNY":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (CNYHDG) INC","LU1770034418.SGD":"ALL CHINA EQUITY \"A\" (SGDHDG) ACC","LU1668664300.SGD":"Blackrock World Financials A2 SGD-H","LU2471134879.HKD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (HKD) INC","LU0463099449.HKD":"SCHRODER ISF CHINA OPPORTUNITIES \"A\" (HKD) ACC","LU2471134523.USD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (USD) ACC","LU0359201885.HKD":"BGF CHINA \"A2\" (HKD) ACC","LU0348766576.USD":"ALLIANZ LITTLE DRAGONS \"A\" (USD) INC","LU0211977185.USD":"EASTSPRING INVESTMENTS GREATER CHINA EQUITY \"A\" ACC","LU0096364046.USD":"CT (LUX) I AMERICAN \"DU\" (USD) ACC","LU2471134796.USD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (USD) INC","LU0348767384.USD":"ALLIANZLITTLE DRAGONS \"A\" (USD) ACC","LU2750360641.GBP":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (GBPHDG) INC","BK1591":"就地过年概念","LU1791807156.HKD":"BGF WORLD FINANCIALS \"A2\" (HKDHDG) ACC","LU0593848301.USD":"未来资产亚洲卓越消费股票基金A","LU2750360997.AUD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (AUDHDG) INC","LU0048573561.USD":"FIDELITY AMERICA \"A\" (USD) INC","LU0345770308.USD":"NINETY ONE GSF GLOBAL STRATEGIC EQUITY \"A\" (USD) ACC","LU0345770993.USD":"NINETY ONE GSF GLOBAL STRATEGIC EQUITY \"A\" (USD) INC","LU1868837300.USD":"CT (LUX) I AMERICAN FUND \"9\" (USD) ACC","LU0244354667.USD":"SCHRODER ISF CHINA OPPORTUNITIES \"A\" ACC","BK1590":"短视频概念股","BK1615":"港股-互联网","LU1251922891.USD":"NINETY ONE GSF ALL CHINA EQUITY \"A\" (USD) ACC","LU1868836914.USD":"CT (LUX) I AMERICAN \"3\" (USD) ACC","IE00BFXG1179.USD":"BNY MELLON U.S. EQUITY INCOME \"B\" (USD) INC","LU1303224171.USD":"NINETY ONE GSF ALL CHINA EQUITY \"A\" (USD) INC","LU1868837136.USD":"CT (LUX) I AMERICAN \"8\" (USD) ACC","BK4533":"AQR资本管理(全球第二大对冲基金)","LU1868836591.USD":"CT (LUX) I AMERICAN \"1U\"(USD) ACC","LU0106831901.USD":"贝莱德世界金融基金A2","LU1794554557.SGD":"Allianz All China Equity AT Acc H2-SGD","LU1868836757.USD":"CT (LUX) I AMERICAN FUND \"2\" (USD) ACC","BK4516":"特朗普概念","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","IE0002270589.USD":"LEGG MASON CLEARBRIDGE VALUE \"A\" (USD) INC","LU0251142724.SGD":"Fidelity America A-SGD","LU0251131958.USD":"FIDELITY AMERICA \"A\" (USD) ACC","BK1095":"互动媒体与服务","LU0051755006.USD":"摩根大通中国A (dist)","LU1023057109.AUD":"BGF CHINA \"A2\" (AUDHDG) ACC","LU0572944931.SGD":"Janus Henderson Horizon China Opportunities A2 SGD","LU0210526637.USD":"JPM CHINA \"A\" (USD) ACC","LU0326950275.SGD":"Schroder ISF China Opportunities A Acc SGD-H","BK4585":"ETF&股票定投概念","LU1804176565.USD":"EASTSPRING INV GLOBAL GROWTH EQUITY \"A\" (USD) ACC","IE0004091025.USD":"BNY MELLON GLOBAL OPPORTUNITIES \"B\" (USD) ACC","IE00B19Z3B42.SGD":"Legg Mason ClearBridge - Value A Acc SGD","LU0327786744.USD":"Janus Henderson Horizon China Opportunities A2 USD","BK4550":"红杉资本持仓","BK4588":"碎股","LU0140636845.USD":"施罗德大中华区股票A Acc","01024":"快手-W","BK4552":"Archegos爆仓风波概念","LU2237443382.USD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A MIncA USD","LU2237443549.SGD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A MIncA SGD-H","BK1610":"ETF&股票定投概念","LU2237443895.HKD":"abrdn SICAV I -  GLOBAL DYNAMIC DIVIDEND \"A\" (HKD) ACC","LU1894683348.USD":"AMUNDI FUNDS US EQUITY RESEARCH VALUE \"A2\" (USD) INC","LU0359202008.SGD":"Blackrock China Fund A2 SGD-H","LU2237443622.USD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A Acc USD","BK1575":"同股不同权","BK1608":"元宇宙概念"},"translate_title":"Changes in Hong Kong stocks | Kuaishou-W (01024) rose nearly 5% intraday Goldman Sachs expects Keling AI upgrade to promote overseas markets to expand user recognition and increase revenue","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"81024":0.6,"01024":1.97},"content_text":"智通财经APP获悉，快手-W(01024)盘中涨近5%，截至发稿，涨3.96%，报74.75港元，成交额12.85亿港元。消息面上，高盛指出，快手旗下可灵AI在去年12月的模式升级与新功能上线，料将推动其在海外市场扩大用户认可并提升营收，从而可能抬升快手2026财年的营收预期，并提振股价。高盛分析师表示，对可灵AI的营收预测为2025年逾1.4亿美元，2026年约2.3–2.4亿美元。随着快手扩大海外业务拓展团队并引入更多企业客户，企业客户需求将在未来1-2年内继续成为关键的增长驱动力。小摩发布研报称，今年1月，可灵AI在移动平台的日均收入已较上月增长102%。虽然该行预期可灵AI今年首季的实际收入增长不会如此显著，因其大部分收入仍来自PC平台，即企业及专业用户，但相信至今的强劲表现，已证明AI影片生成仍是生成式AI发展中的关键垂直领域，亦反映行业领导者如可灵AI，其变现潜力不仅在企业端、同时在消费端均有大量上行空间。","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":"productRelease","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"tenantId":"TBCN","deviceId":"web-server-community-laohu8-v3","version":"4.36.2","shortVersion":"4.36.2","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/2602431348","isCrawlerRequest":true}