快手-W(01024)盘中高见85港元，创2022年7月以来新高。截至收盘，涨7.22%，报84.6港元。 今日，快手发布公告表示，为了更好地服务长效经营的商家，迎接未来增长机会，决定对现有商业体系 相关组织进行迭代升级。基于电商、生活服务、商业化三大核心商业场景，快手对原商业化、本地、电 商团队的相关业务进行重构。 快手方面表示，此次调整是为了让业务目标更明确，业务策略更一致，资源投入更聚焦，业务组织协同 更敏捷，从而进一步提升公司商业体系的组织效率和商业变现效率。 本次调整中，本地生活事业部正式更名为生活服务事业部。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。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。 分析认为，此番调整可以将商家经营、营销投放两大主要诉求融合，由生活服务事业部为其提供全流 程、一站式服务。 公开资料显示，刘逍2020年加入快手，在快手5年半期间，前后担任内容运营中心、房产和招聘业务中 心、商业化外循环和基础产品部、快手内容消费和线索广告产品部、快手联盟产品部多个业务负责人。 内部人士指出，由熟 ...

9月30日，快手公告对公司商业生态体系相关组织进行升级，对原本地、电商、商业化等团队的相关业 务场景进行重构。其中，本地生活事业部更名为生活服务事业部，本地与线索广告相关业务并入该事业 部；原商业化内循环电商广告相关业务并入电商事业部；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。（第一财经记者 吕倩） ...

业内人士对此分析，调整后的电商和商业化团队，将更好地发挥各自优势、形成更为敏捷的协同模式。 例如品牌主可通过内容种草等曝光形式提升用户心智，与电商业务的效果类广告形成互补，这样的架构 设计，也有助于快手商业生态的可持续健康发展。 快手(1024.HK)今日收涨7.22%报84.6港元，成交额58.99亿港元，总市值3655.59亿港元。今日，快手公 告称对现有商业体系相关组织进行迭代升级，基于电商、生活服务、商业化三大核心商业场景，快手对 原商业化、本地、电商团队的相关业务进行重构。 本次调整中，本地生活事业部正式更名为生活服务事业部。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。本次调整 后，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。 ...

智通财经APP获悉，快手-W (01024) 盘中高见85港元，创2022年7月以来新高。截至收盘，涨7.22%，报 84.6港元。 今日，快手发布公告表示，为了更好地服务长效经营的商家，迎接未来增长机会，决定对现有商业体系 相关组织进行迭代升级。基于电商、生活服务、商业化三大核心商业场景，快手对原商业化、本地、电 商团队的相关业务进行重构。 快手方面表示，此次调整是为了让业务目标更明确，业务策略更一致，资源投入更聚焦，业务组织协同 更敏捷，从而进一步提升公司商业体系的组织效率和商业变现效率。 原商业化事业部下内循环产品、运营、销售等相关行业团队，则调整到电商事业部。通过将电商业务与 内循环广告业务做整合，构建"流量-交易-广告转化-商家服务"的闭环能力，可以更好地提升流量分配效 率，平衡用户体验、商家成长和商业变现，为商家提供更一体化的服务体验。 本次调整中，本地生活事业部正式更名为生活服务事业部。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。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。 分析认为，此番调整可以将商家 ...

Core Viewpoint - Kuaishou announced an organizational restructuring to enhance its commercial system efficiency and better serve long-term business partners, focusing on e-commerce, life services, and commercialization [1][2] Group 1: Organizational Changes - Kuaishou is restructuring its existing commercial system, merging local life services with lead advertising teams to create a more integrated service experience for merchants [1][2] - The local life division has been renamed to the life services division, with Liu Xiao appointed as the new head, reporting to senior vice president Wang Jianwei [1][2] Group 2: Business Integration - The internal circulation product, operations, and sales teams from the former commercialization division will be moved to the e-commerce division, aiming to build a closed-loop capability of "traffic-transaction-advertising conversion-merchant service" [2] - The commercialization division will focus on supporting advertising capabilities and developing content consumption, comprehensive platforms, brand marketing, and Kuaishou Alliance [2] Group 3: Leadership Changes - Xiaogu will no longer lead the local life division and will transition to a business consultant role, with the company expressing gratitude for his contributions [2] - CEO Cheng Yixiao acknowledged Xiaogu's significant impact on building the e-commerce team and local life division, highlighting the growth in GMV and user scale during his tenure [2]

Market Overview - The Hong Kong stock market experienced a rebound, with the Hang Seng Index rising by 0.87% to close at 26,855.56 points, and a total trading volume of HKD 314.93 billion [1] - The Hang Seng Index increased by 7.09% for the month, while the Hang Seng China Enterprises Index and the Hang Seng Tech Index rose by 6.79% and 13.95%, respectively [1] Investment Insights - According to China Merchants Securities International, the short-term volatility in the Hong Kong market is expected, but the long-term upward trend remains intact, with a focus on AI technology and non-ferrous metals as key investment themes [1] - Everbright Securities noted that despite the continuous rise in the Hong Kong market over recent months, overall valuations remain low, indicating a high cost-performance ratio for long-term investments [1] Blue-Chip Performance - Kuaishou Technology (01024) reached a three-year high, closing up 7.22% at HKD 84.6, contributing 26.93 points to the Hang Seng Index [2] - WuXi AppTec (02359) rose by 8.11% to HKD 118.7, contributing 6.26 points, while Sunny Optical Technology (02382) increased by 5.6% to HKD 90.45, contributing 5.37 points [2] Sector Performance - Technology stocks saw a collective rise, with Kuaishou up over 7%, Bilibili up over 6%, and Alibaba and NetEase both up over 2% [3] - Semiconductor stocks performed strongly, with Hua Hong Semiconductor rising nearly 11% to HKD 80 [3] - The pharmaceutical sector continued its upward trend, with WuXi AppTec up over 8% [3] AI and Technology Developments - DeepSeek announced the release of its new language model, DeepSeek-V3.2-Exp, which significantly reduces service costs by over 50% for developers [4][5] - The AI application sector is gaining traction, with companies like Huya Technology (01860) rising by 10.25% [4] Pharmaceutical Sector Insights - The pharmaceutical sector remains strong, with WuXi AppTec and other companies like HAPO (02142) and Zai Lab (09688) showing significant gains [5] - The impact of potential tariffs on patented drugs by the U.S. is considered limited for China's innovative drug industry [6] Non-Ferrous Metals Sector - The non-ferrous metals sector is active, with Jiangxi Copper (00358) rising by 8.85% to HKD 30.5, and Ganfeng Lithium (01772) up by 8.66% to HKD 43.14 [5] - The Ministry of Industry and Information Technology's plan for the non-ferrous metals industry aims for an average annual growth of around 5% from 2025 to 2026 [7] Airline Sector Performance - Major airlines saw collective gains, with China Eastern Airlines (00670) up 6.73% to HKD 3.33 [7] - The domestic flight ticket bookings for the upcoming National Day and Mid-Autumn Festival have surpassed 10.19 million, indicating strong demand [8] Notable Stock Movements - MicroPort Medical (00853) rose by 5.27% following the announcement of a restructuring in its cardiac management business [9] - Sanhua Intelligent Controls (02050) increased by 6.62% as Tesla plans to expand its humanoid robot production [10] - UBTECH Robotics (09880) saw an 8.98% rise, attributed to significant new orders and a positive outlook from Morgan Stanley [11] New IPO Highlights - Xipuni (02583) surged by 258.11% on its debut, closing at HKD 106, focusing on gold watch design and manufacturing [12] - Zijin Gold International (02259) rose by 68.46% to HKD 120.6, marking the second-largest IPO in Hong Kong this year [14]

智通财经APP获悉，截止9月30日收盘，有140只股票创52周新高，其中时富金融服务集团(00510)、 BENG SOON MACH(01987)、汇思太平洋(08147)创高率位于前3位，分别为50.00%、32.78%、 27.69%。 52周新高排行 | 股票名称 | 收盘价 | 最高价 | 创高率 | | --- | --- | --- | --- | | 时富金融服务集团 | 0.930 | 0.990 | 50.00% | | (00510) | | | | | BENG SOON | 0.280 | 0.320 | 32.78% | | MACH(01987) | | | | | 汇思太平洋(08147) | 0.800 | 0.830 | 27.69% | | 新龙移动(01362) | 0.430 | 0.470 | 22.08% | | 顺龙控股(00361) | 0.096 | 0.109 | 17.20% | | 丰银禾控股(08030) | 9.260 | 9.800 | 15.43% | | 德银天下(02418) | 2.530 | 2.720 | 15.16% | | 盛力达 ...

Market Performance - The Hong Kong stock market indices experienced significant gains, with the Hang Seng Tech Index rising by 2.24%, reaching a new high for the period [1] - In September, the Hang Seng Tech Index accumulated a nearly 14% increase, while the Hang Seng Index and the National Enterprises Index rose by 7.09% and 6.79%, respectively [1][2] Sector Highlights - Major technology stocks saw collective gains, with Kuaishou leading with a rise of over 7%, followed by Alibaba and NetEase with increases of 2% [2][4] - Semiconductor stocks remained strong, with Huahong Semiconductor surging nearly 11% to set a new high [2][8] - Apple-related stocks also saw gains as Apple reportedly notified its supply chain to increase production capacity [2][9] Gold and Copper Stocks - Gold stocks rallied, with Zijin Mining International soaring over 68%, and other gold-related companies also showing strong performance [6] - Copper stocks followed suit, with China Molybdenum rising by 11.84% and Jiangxi Copper gaining over 8% [7] Biopharmaceutical Sector - The biopharmaceutical sector showed positive movement, with WuXi AppTec increasing by over 8% and other companies like Zai Lab and BeiGene also experiencing gains [12][13] Airline Industry - Airline stocks generally rose, with China Eastern Airlines up by 6.73% and both China Southern Airlines and Air China increasing by over 4% [11] - Citic Securities noted strong demand for air travel during the upcoming holidays, suggesting potential for positive performance in the sector [11] Oil and Gas Sector - Oil stocks collectively declined, with China Petroleum falling by 2.75% and other major oil companies also experiencing losses [14] - Reports indicated that OPEC+ plans to increase oil production in November, contributing to the downward pressure on oil prices [14] Gaming and Telecom Stocks - Casino and gaming stocks mostly fell, with Sands China down by 2.25% and other major gaming companies following suit [15] - Telecom stocks also saw declines, with China Telecom and China Mobile both experiencing slight drops [17] Capital Inflows - Southbound capital saw a net inflow of HKD 15.48 billion, indicating strong investor interest in the Hong Kong market [19] Future Outlook - Everbright Securities highlighted the strong overall profitability of Hong Kong stocks, particularly in sectors like internet, new consumption, and innovative pharmaceuticals, suggesting that despite recent gains, valuations remain low and long-term investment potential is high [19]

Group 1 - Kuaishou Technology's stock (01024.HK) rose over 6% on September 30, reaching a price of 83.95 HKD [1] - The trading volume for Kuaishou was 3.767 billion HKD at the time of reporting [1]

每经AI快讯，9月30日，港股午后涨幅扩大，科指涨近2%，恒指涨0.7%；科指成分股中，华虹半导体大 涨超11%，快手涨超6%，哔哩哔哩涨近6%，商汤涨近5%，中芯国际、小鹏汽车、蔚来涨超3%，阿里 巴巴涨超2%。 ...