文 | 新声Pro 冯勇 而当下，以快手、抖音两个核心短视频平台为代表，都在新阶段对三农内容提出了新的诉求。对于快手 而言，三农内容是其基本盘，从创始之初就是以鼓励草根用户发布真实生活为定位的。所以目前，三农 领域一些更细分的兴趣类目里，如专业农机知识、地方剧团、非遗文化等正被系统化地扶持。而对于抖 音来说，出于对更优质、更活跃流量的需求，对三农领域的打造也走向了内容升级、价值升级的精品化 路径。 于是，从吟咏风物的「田埂诗人」@沂蒙二姐，到乡间小道上传递温情的「卖菜西施」@李福贵，再到 猎捕野猪、守护庄稼的「西北抓猪王」@西北刀客，一批植根于泥土却更具诗意和浪漫性的乡村内容， 正以真实而浪漫的特质，叩开观众心扉。 区别于之前的乡村内容，此阶段的创作者们不再以猎奇视角和刻板印象切入农村，不再将农村置于被 动、受审视的位置；而通过在原生态的生存环境中寻找着人与人、与自然间温情、丰富的生活方式，让 观众看到，农村生活也有其丰富的精神世界，有其独特的文化属性，而不该只是作为城市居民幻想中桃 花源的一个代餐。 并且，更多的年轻人选择回乡助农，为乡村带去着新的创作力量和创作逻辑，直播、拍摄技术也在乡村 普及。加之抖音、 ...

智通财经APP获悉，富瑞发布研报称，预计快手-W(01024)将可如期达成该行对其收入和盈利的预测， 即料第三季总收入同比增长13%至353亿元人民币；交易总额(GMV)料升15%；毛利率料扩张至约55%； 非IFRS盈利料达约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。该行维持快手"买入"评级，目标价106港元。 ...

富瑞发布研报称，预计快手-W(01024)将可如期达成该行对其收入和盈利的预测，即料第三季总收入同 比增长13%至353亿元人民币；交易总额(GMV)料升15%；毛利率料扩张至约55%；非IFRS盈利料达约 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。该行维持快手"买入"评级，目标价106港元。 ...

Group 1 - The US stock market showed mixed performance, with the Dow Jones rising by 0.5%, while the Nasdaq initially increased before falling by 0.3%, and the S&P 500 remained stable [3] - The Golden Dragon Index, which reflects the performance of Chinese concept stocks, declined by 1.2% [3] Group 2 - The Hong Kong stock market performed well last week, with the Hang Seng Index gaining 1,012 points or 3.88%, closing at 27,140 points, while the Tech Index rose by 6.9% to close at 6,622 points [4] - Semiconductor company SMIC (00981.HK) was the best-performing constituent stock, rising nearly 25% over the week, with six other stocks also increasing by over 10%, including Kuaishou (01024.HK) up over 17% and Xinyi Solar (00968.HK) up 14.7% [4] - The worst-performing constituent stock was Pop Mart (09992.HK), which fell by over 4%, with its stock price down more than 25% from its peak [4] - Real estate-related stocks experienced adjustments, with China Resources Mixc (01209.HK) down 3.5%, Longfor (00960.HK) and R&F Properties (01109.HK) down nearly 2.4% and 1.8% respectively, while China Overseas (00688.HK) slightly outperformed peers with a 0.5% increase [4] - Zijin Mining's spin-off, Zijin Gold International (02259.HK), had a strong debut, being quickly included in the Hang Seng Composite Index, with its stock price closing at 120.6 HKD, nearly 90% higher than its IPO price [4] Group 3 - The Hang Seng Index remained above the 10-day moving average (26,600 points), indicating a stable trend, and as long as it stays above this level, the upward trend is expected to continue [5]

智通财经APP获悉，新鸿基地产-R(80016)、华润啤酒-R(80291)、联想集团-R(80992)上一交易日沽空比 率位于前三位，分别为100.00%、100.00%、100.00%。阿里巴巴-SW(09988)、快手-W(01024)、百度集 团-SW(09888)的沽空金额位居前三，分别为18.70 亿元、11.02 亿元、10.65 亿元。蒙牛乳业(02319)、华 电国际电力股份(01071)、京东集团-SWR(89618)的偏离值位居前三，分别为48.45%、47.19%、 45.55%。 前十大沽空比率排行 | 股票名称 | 沽空金额 | 沽空比率↓ | | 偏离值 | | --- | --- | --- | --- | --- | | 新鸿基地产-R(80016) | 12.78 万元 | 100.00% | 17.67% | | | 华润啤酒-R(80291) | 24.80 万元 | 100.00% | 30.08% | | | 联想集团-R(80992) | 107.40 万元 | 100.00% | 42.38% | | | 京东集团-SWR(89618) | 326.65 万元 ...

前段时间，抖音商业化做完调整，巨量千川并入电商，本地推并入生服。快手的这个调整，也是一次策略性的跟进。这些年，快手的商业化策略一直贴着 抖音走，所以这次的调整也是见怪不怪了。 我甚至看到有网友调侃说：快手不需要战略，跟着隔壁走就行了。这话属实刻薄。 具体的规划，可以看这张图，比较清楚了。 不过，快手对人事变动的发布越来越鸡贼了。比如于冰卸任研发线负责人，公告挑在五一节前发布；这次笑古离任，也是十一节前，又是个所有媒体放假 的时间窗口。 9月30日，在国庆前一天，快手低调发布了一则组织调整公告。这次调整，针对的是快手最核心的商业体系：广告、电商、本地生活——也就是平台的现 金引擎。公告的要点： 笑古将不再担任本地生活事业部负责人，转任公司业务顾问，本地生活事业部正式更名为生活服务事业部，刘逍担任生活服务事业部负责人，向快 手高级副总裁王剑伟汇报。 本地生活业务将与线索广告业务整合，原商业化事业部下线索广告相关的行业团队、产品团队及相关中台团队调整至生活服务事业部下。 调整后的商业化事业部将为平台做好广告中台能力的支撑，同时聚焦发展内容消费、综合平台、品牌营销、聚星、快手联盟等业务。 原商业化内循环电商广告相关业 ...

今日（10月2日），港股市场迎来10月行情开门红。 截至收盘，恒生指数报收于27287.12点，上涨431.56点，涨幅1.61%。 恒生科技指数报收于6682.86点，上涨217.20点，涨幅3.36%。核心公司方面，阿里巴巴-W（09988.HK）盘中一度涨超4%，收盘报183.1港元，最终涨幅 3.45%。 预计中国生成式AI的普及速度可能会超过此前的软件即服务（SaaS）浪潮，因可提升效率的空间更广泛且部署门槛更低。 预计未来12～36个月内，生成式AI将从工具试用阶段转向代理自动化，覆盖市场营销、服务、编码、财务运营和供应链，服务成本将稳步下降，大多数面 向客户的渠道转化率/吞吐量将更高。预期生成式AI与电子商务将产生协同效应。 焦点板块，半导体板块全线上行。其中，中芯国际（00981.HK）大涨12%，再创历史新高。此外，长飞光纤光缆（06869.HK）涨超10%，宏光半导体 （06908.HK）、华虹半导体（01347.HK）涨超7%，上海复旦（01385.HK）涨超4%。 银河证券表示，半导体行业长期持续向好，一方面，AI数据中心推升存储器需求，直接拉动设备需求；另一方面，国产替代持续深化，带 ...

Group 1: Market Overview - The Hong Kong stock market indices rose collectively, with the Hang Seng Index increasing by 1.61%, the National Enterprises Index by 1.77%, and the Hang Seng Tech Index by 3.36% due to rising expectations of a Federal Reserve interest rate cut [1] - Chip stocks experienced significant gains, with SMIC (00981.HK) up 12.7%, ChipMOS Technologies (02166.HK) up 10.71%, and Hua Hong Semiconductor (01347.HK) up 7.12% [1] - The AI investment surge is driving demand for semiconductor storage, supported by domestic wafer fabrication expansion plans [1] Group 2: Sector Performance - Gold and precious metals stocks saw substantial increases, with Tongguan Gold (00340.HK) rising 15.13% and Zijin Mining (02899.HK) up 3.99%, driven by lower-than-expected U.S. employment data and heightened gold price expectations [2] - The automotive supply chain, including lithium battery and electric vehicle stocks, performed well, with Tianqi Lithium (09696.HK) up 12.93% and BYD Electronics (00285.HK) up 6.63% [2] - Biopharmaceuticals, innovative drugs, and medical outsourcing sectors also showed strong performance [3] Group 3: Underperforming Sectors - The real estate sector declined, with companies like Oceanwide Holdings (03377.HK) down 4.38% and China Resources Land (01109.HK) down 3.42% [3] - Consumer sectors, including film, aviation, education, dairy products, sports goods, and luxury goods, faced pressure and showed weakness [4]

报告中称，多模态侧，快手可灵依靠底模迭代保持领先身位，2.5Turbo版本在"性能升级+降价30%"的组 合策略下，有望进一步带动用户增长和流水上行。主业方面，AI带动核心主业提效持续演绎，继此前 内容推荐OneRec提供社区生态健康度支撑，商业化系统的AI重构更是为主业稳健增长带来长效动能。 东方证券发布研报称，预测快手-W(01024)25-27年经调整归母净利润为196/230/259亿元。参考可比公司 给予公司26年17xPE估值，对应合理价值为3,911亿CNY，折合4,281亿HKD(港币兑人民币汇率0.914)， 目标价99.07港元/股，维持"买入"评级。 ...

Summary of Key Points Core Viewpoint - As of October 2, 228 stocks reached their 52-week highs, indicating a strong performance in the market, with notable leaders in the financial services and technology sectors [1]. Group 1: Top Performers - The top three stocks with the highest increase rates are: - 时富金融服务集团 (00510) with a high rate of 65.66%, closing at 1.320 and reaching a peak of 1.640 [1]. - 西普尼 (02583) with a high rate of 46.69%, closing at 181.400 and peaking at 190.700 [1]. - WMCH GLOBAL (08208) with a high rate of 22.47%, closing at 0.105 and peaking at 0.109 [1]. Group 2: Additional Notable Stocks - Other significant stocks that reached new highs include: - 德银天下 (02418) with a high rate of 21.32% [1]. - 新龙移动 (01362) with a high rate of 19.15% [1]. - 天时资源 (08028) with a high rate of 17.78% [1]. Group 3: 52-Week Low Rankings - The 52-week low rankings show significant declines, with 新明中国 (02699) dropping by 46.75%, closing at 0.550 and reaching a low of 0.500 [7]. - Other notable declines include: - ＸＩ二南三星－Ｕ with a decline of 15.51% [7]. - 筑友智造科技 (00726) with a decline of 13.33% [7].