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。 ...

Core Viewpoint - Kuaishou-W (01024) reached a new high of 85 HKD, marking a 7.22% increase, as the company announced a restructuring of its commercial system to enhance operational efficiency and better serve merchants [1] Group 1: Business Restructuring - Kuaishou is restructuring its commercial system to focus on three core business scenarios: e-commerce, life services, and commercialization [1] - The local life division has been renamed to the life services division, integrating local life business with lead advertising operations [1] - The restructuring aims to clarify business objectives, unify strategies, focus resource allocation, and enhance organizational efficiency [1] Group 2: Leadership Changes - Liu Xiao has been appointed as the head of the life services division, reporting to senior vice president Wang Jianwei [2] - The previous head of the local life division, Xiao Gu, will transition to a business consultant role, with the company expressing gratitude for his contributions [3] - Xiao Gu played a significant role in building the e-commerce team and expanding Kuaishou's GMV and user base [3] Group 3: Integration of Services - The integration of e-commerce and internal advertising operations aims to create a closed-loop capability for "traffic-transaction-advertising conversion-merchant services" [2] - The commercial division will support advertising capabilities while focusing on content consumption, comprehensive platforms, brand marketing, and Kuaishou Alliance [2] - The new structure is expected to enhance collaboration between e-commerce and commercialization teams, improving user experience and merchant growth [2]

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]

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]

消息面上，近日，可灵发布2.5 Turbo模型，性价比再提升。目前仅支持高品质模式，生成单条5秒视频 为2.5元，较2.1模型的高品质模型低30%，但性能全面提升，无论是图生还是文生视频的评测结果均超 过Veo和即梦，其中动态效果提升显著，能生成动作复杂的体操视频。星展银行表示，快手的AI图像、 影片生成工具，成为一款罕见的具全球AI货币化潜力的中国应用，预计2027财年收入将达27亿元人民 币。该行又认为重估尚未完成：内容生成和分发的AI采用预计将为核心广告和电商带来显著效益，而 低线城市用户的稳健购买力应进一步支持高于行业的增长。 快手-W(01024)涨超6%，高见84.5港元创2022年7月以来新高。截至发稿，涨6.4%，报83.95港元，成交 额37.67亿港元。 ...

Core Viewpoint - Kuaishou-W (01024) shares rose over 6%, reaching a new high of 84.5 HKD since July 2022, driven by the launch of the Keling 2.5 Turbo model, which enhances cost-effectiveness and performance in AI video generation [1][1][1] Company Summary - Kuaishou's stock price increased by 6.4%, trading at 83.95 HKD with a transaction volume of 3.767 billion HKD [1][1][1] - The newly released Keling 2.5 Turbo model generates high-quality 5-second videos at a cost of 2.5 RMB, which is 30% lower than the previous 2.1 model while offering improved performance [1][1][1] - The AI image and video generation tools from Kuaishou are recognized for their global monetization potential, with projected revenue reaching 2.7 billion RMB by the fiscal year 2027 [1][1][1] Industry Summary - DBS Bank highlights that the adoption of AI in content generation and distribution is expected to significantly benefit core advertising and e-commerce sectors [1][1][1] - The robust purchasing power of users in lower-tier cities is anticipated to support growth rates above the industry average [1][1][1]

Core Viewpoint - Kuaishou-W (1024.HK) has seen a rapid increase in stock price, rising over 6% to HKD 83.95, marking a new high since July 2022 [1] Group 1: Company Overview - Kuaishou is the second-largest short video platform in China, boasting over 700 million monthly active users [1] - The company stands out due to its decentralized distribution, strong user engagement, and community-driven ecosystem [1] Group 2: Growth Potential - Kuaishou has structural growth opportunities, particularly in lower-tier cities and non-standardized e-commerce categories [1] - The utilization of vast proprietary datasets to train advanced AI models, such as OneRec and Kegui, enhances user engagement and opens new revenue streams while reducing costs for merchants [1] Group 3: Analyst Rating - DBS Bank has resumed coverage of Kuaishou, assigning a "Buy" rating with a target price of HKD 98 [1]

每经AI快讯，9月29日，港股科网股午后震荡走高，阿里巴巴(09988.HK)、快手(01024.HK)均涨超4%， 腾讯控股(00700.HK)涨超3%，携程集团-S(09961.HK)、美团(03690.HK)、百度(09888.HK)、网易 (09999.HK)等个股跟涨。 ...

作为独家直播平台，快手以"民间幽默无国界"为核心，让这位拥有2.57亿全球粉丝的知名网红走进中国"老铁"视野，更借高关注度，彰显了 平台在跨文化传播与城市文旅推广中的独特价值。 "无语哥"从意大利街头普通青年成长为全球网红的经历，与快手"让普通人记录和分享生活"的平台理念高度契合。自今年7月底入驻以来， 他快速积累粉丝，相关视频播放量持续走高。平台策划的#全民变身无语哥、#无语哥中国行老铁来支招 等话题，联动多位快手达人展开创 意互动，构建起"平台搭台、用户唱戏"的内容生态闭环。 天津站的马可波罗广场上，"无语哥"身着印着"中国老铁"的T恤，与市民同唱意大利民歌；相声演员曹云金教他用天津话问"吃嘛好"，重庆 站中达人"毒角SHOW"带他体验刮痧。这些互动催生了跨越国界的情感共鸣，而"奥力给""巴适的板"等方言热词的传递，更成为连接不同文 化的纽带，生动诠释了"幽默无国界"的内涵。 【环球网科技综合报道】随着广州站醒狮互动的最后一个镜头结束，"无语哥中国行"快手独家直播正式落幕。这场辗转天津、重庆、广州 三地的直播活动，吸引实时观看人次总和突破1亿，以幽默为纽带，完成了一次鲜活的跨文化交流实践。 快手的强互动属 ...