Sora退场同日快手CEO立下可灵年收入翻倍军令状

第一财经03-25

3月 25日，OpenAI宣布舍弃视频生成模型Sora的当日，快手（1024.HK）发布2025年第四季度及全年业绩，披露旗下视频生成模型可灵AI四季度营收已达3.4亿元。　　财报显示，快手2025年第四季度总收入同比增长11.8%至396亿元，经调整净利润同比增长16.2%至55亿元。2025全年总收入同比增长12.5%至1428亿元，全年经调整净利润达206亿元，同比增长16.5%，经调整...

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25日，OpenAI宣布舍弃视频生成模型Sora的当日，快手（1024.HK）发布2025年第四季度及全年业绩，披露旗下视频生成模型可灵AI四季度营收已达3.4亿元。　　财报显示，快手2025年第四季度总收入同比增长11.8%至396亿元，经调整净利润同比增长16.2%至55亿元。2025全年总收入同比增长12.5%至1428亿元，全年经调整净利润达206亿元，同比增长16.5%，经调整...</p>\n\n<a href=\"http://finance.eastmoney.com/a/202603253684350612.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":"LU0348767384.USD","symbol_name":"ALLIANZLITTLE DRAGONS \"A\" (USD) 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ARR已超过3亿美元，团队有信心在今年实现可灵收入超过100%的同比增长。　　快手CFO金秉表示，预计2026年集团整体Capex（资本支出）投入将达到约260亿元，相较2025年增加约110亿元，这些投入包含了可灵大模型和其他基础大模型上的算力投入，也包括离线数据存储处理等常规的服务器采购支出以及数据/算力中心建设工程投入。　　AI业务持续增长的同时，传统业务持续疲软。直播作为传统支柱业务，收入增速显著落后于整体，出现季度同比下滑。同时，AI研发与算力建设投入增速连续超过营收增速，需要考虑长期盈利平衡问题，及早将商业化变现增速提速超过成本增长，避免重蹈Sora“成本黑洞”的覆辙。　　相较Sora对OpenAI而言代价高昂的意义，字节跳动Seedance与快手可灵AI的顺利发展，离不开公司视频业务层面对技术的需求、反馈与推动，双方逐渐形成良性循环。程一笑表示，视频生成大模型复杂度高，在输入和输出形态上都是开放性的，技术和产品选型的自由度较高，创新的空间比较大，整个行业在技术与产品层面均没有做到成熟。尤其是近期Seedance 2.0 及各家视频大模型的更新加速给行业带来了积极的影响，在降低普通用户创作门槛的同时，提升了AI 视频生成在更多应用场景的渗透率，让行业蛋糕变得更大。（文章来源：第一财经）","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":0,"need_auth":false,"need_login_tip":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; 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Sora退场同日 快手CEO立下可灵年收入翻倍军令状

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Sora退场同日快手CEO立下可灵年收入翻倍军令状