季度业绩前瞻 | 快手-W：AI技术驱动增长，预测第四季度营业收入382.92~405.84亿元，同

朝阳永续02-12 20:47

1. 快手-W 第四季度业绩预期怎么样？截至2026年02月12日，根据朝阳永续季度业绩前瞻数据：预测营业收入382.92~405.84亿元，同比增长8.2%~14.7%；预测净利润38.86~49.05亿元，同比变动-2.2%~23.4%；预测经调整净利润30.53~56.32亿元，同比变动-35.1%~19.8%。关注后续财报数据披露后能否超预期，朝阳永续港股季度业绩前瞻数据将为投资者提供...

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认为：快手-W在视频生成领域技术及商业化均领先，依托于快手的大数据资源和Y-tech团队的技术积累，可灵在视频生成技术方面具有明显优势。商业化方面，可灵以B/P端专业创作者为主要客户，并向C端扩展，2026年1月月活突破1200万，ARR达2.4亿美元。公司主业稳健，全链路AI重塑，OneRec模型在多场景落地，优化效果和成本。广告业务内外循环双增长，AI技术提升变现效率。电商领域形成全域经营格局，通过泛货架化和AI赋能提升货币化率和用户渗透率。分业务来说：1)可灵视频生成：技术领先，商业化进展迅速，月活和ARR均实现突破。2)OneRec推荐模型：端到端生成式推荐模型，多场景落地，效果和成本双重优化。3)广告业务：内外循环双增长，AI技术提升变现效率。4)电商业务：全域经营格局，泛货架化和AI赋能提升货币化率和用户渗透率。华安证券 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