智通财经APP获悉，摩根士丹利发布研报称，料快手-W(01024)今年上半年收入将同比增长12%达350亿 人民币，料调整后净利润同比增长10%达51亿人民币，基本符合其指引。该行将快手的目标价上调 12%，由60港元升至67港元，将估值基准向前推展6个月至2026年6月，并纳入最新的汇率预测，维持对 其"与大市同步"评级，而该行对快手的"牛市"情境目标价则由82港元升至91港元，相当于预测市盈率17 倍。 内地媒体报道，可灵AI继登上《新闻联播》后，又登上了央视《焦点访谈》节目。《焦点访谈》报 道，过去一年多的时间，可灵AI进行了超过30次的叠代，影片生成大模型的创作能力不断突破。 目 前，产品在北美、欧洲、东亚等市场用户增长很快，全球累计用户已超过4500万。 据此前公开消息， 今年4月可灵对外公布全球用户已达2200万，至今仅3个月便翻番。大摩料快手旗下可灵今年贡献约6000 万美元收入。 ...

每经AI快讯，7月31日，香港交易所信息显示，摩根大通(JPMorgan)在快手-W的持股比例于7月28日从 5.84%降至5.75%。 ...

Group 1 - Kuaishou concept stocks rose by 1.35%, ranking 6th in the concept sector, with 33 stocks increasing in value [1] - The top gainers in the Kuaishou concept include Yidian Tianxia, which surged by 20%, and other notable increases from Zhiding Mai, Vision China, and BlueFocus, with respective rises of 7.04%, 4.46%, and 4.20% [1][2] - The stocks with the largest declines included Aofei Entertainment, which fell by 3.60%, and others like Baina Qiancheng and ST Kevin, which dropped by 3.13% and 2.61% respectively [1][5] Group 2 - The Kuaishou concept sector saw a net inflow of 2.672 billion yuan, with 35 stocks receiving net inflows, and 7 stocks exceeding 100 million yuan in net inflow [2][3] - The leading stock in terms of net inflow was Yidian Tianxia, with a net inflow of 899.8 million yuan, followed by Liao Co., BlueFocus, and Vision China with net inflows of 552 million yuan, 285 million yuan, and 255 million yuan respectively [2][3] - The net inflow ratios for leading stocks were 42.14% for Global Printing, 24.30% for Yidian Tianxia, and 14.24% for Liao Co. [3] Group 3 - The Kuaishou concept's performance was part of a broader market trend, with liquid-cooled servers leading the gainers at 1.86%, while special steel concepts saw a decline of 3.20% [2] - Other notable concepts that performed well included Smart AI and Assisted Reproduction, with increases of 1.73% and 1.72% respectively [2] - The overall market sentiment reflected mixed performance across various sectors, with some concepts experiencing significant gains while others faced declines [2][5]

恒生指数收跌1.6%，恒生科技指数跌0.69%。快手涨超6%。 ...

港股收盘，恒指收跌1.6%，科指收跌0.69%。AI应用概念走强，快手(01024.HK)收涨6.35%。 ...

Core Viewpoint - Kuaishou has launched the "Kuaikai Broadcast New Force" plan to support high-quality content creators who have not yet started e-commerce live streaming, aiming to help them realize both content and commercial value [1][2]. Group 1: Program Details - The "Kuaikai Broadcast New Force" plan lasts for two months, from July 28, 2025, to September 30, 2025, targeting quality content creators who have not initiated e-commerce live streaming since 2023 [2]. - The program has already seen a successful first phase, generating significant interest and positive feedback among creators [2]. Group 2: Incentives and Support - The plan offers attractive incentives, including high-value traffic coupons, with creators able to earn up to 350,000 traffic coupons upon starting e-commerce live streaming [5]. - Kuaishou will provide official hot product inventory to assist creators in selecting quality products, alleviating their concerns during the selection process [5]. - A dedicated 1-on-1 support service will be available to guide creators through the live streaming process, addressing various challenges they may encounter [5]. Group 3: Success Stories - The first phase of the program saw creators like "Tai Ran Bu Zi Ruo" achieve a GMV of 1.26 million in their first live stream, exceeding expectations [6]. - "A Fei Pao Guo Qi," a young creator, achieved a GMV of over 550,000 in his first month of live streaming, rapidly gaining 55,000 followers [8]. - "Yi Meng Er Jie (Lv Yu Xia)," a rural content creator, recorded a GMV of over 120,000 in her first live stream, significantly surpassing her expectations [10]. Group 4: Market Performance - Kuaishou's e-commerce GMV reached 332.3 billion in the first quarter of 2025, marking a year-on-year growth of 15.4%, indicating strong market competitiveness and effective integration of content and commerce [12].

Core Viewpoint - Morgan Stanley forecasts Kuaishou's revenue for the first half of this year to grow by 12% year-on-year to 35 billion yuan, with adjusted net profit expected to increase by 10% year-on-year to 5.1 billion yuan, aligning with the company's guidance [2] Group 1 - Morgan Stanley raises Kuaishou's target price by 12% to HKD 67 and advances the valuation benchmark by six months to June 2026, incorporating the latest exchange rate predictions [2] - The report anticipates that Kuaishou's subsidiary, Kuaishou AI, will contribute approximately USD 60 million in revenue this year [2]

摩根士丹利发表报告，预计快手今年上半年收入将按年增长12%达350亿元，调整后净利润按年增长 10%达51亿元，基本符合其指引。该行将快手的目标价上调12%，由60港元升至67港元，将估值基准向 前推展6个月至2026年6月，并纳入最新的汇率预测，维持对其"与大市同步"评级，而该行对快手的牛市 情境目标价则由82港元升至91港元，相当于预测市盈率17倍。大摩预计，快手旗下可灵AI今年贡献约 6000万美元收入。 ...

摩根士丹利发表报告，预计快手今年上半年收入将按年增长12%达350亿元，调整后净利润按年增长 10%达51亿元，基本符合其指引。该行将快手的目标价上调12%，由60港元升至67港元，将估值基准向 前推展6个月至2026年6月，并纳入最新的汇率预测，维持对其"与大市同步"评级，而该行对快手的牛市 情境目标价则由82港元升至91港元，相当于预测市盈率17倍。大摩预计，快手旗下可灵AI今年贡献约 6000万美元收入。 ...

消息面上，继今年6月底可灵AI作为企业代表亮相《新闻联播》之后，7月底可灵AI再登《焦点访 谈》。据央视《焦点访谈》报道，国产视频生成大模型可灵AI的展区，人群攒动。过去一年多的时 间，可灵AI进行了超过30次的迭代，视频生成大模型的创作能力不断突破。目前，产品在北美、欧 洲、东亚等市场用户增长很快，全球累计用户已超过4500万，仅3个月便实现翻番。 值得注意的是，世界人工智能大会WAIC 2025期间，快手可灵AI举办了以"生成式AI应用元年"为主题的 生态论坛。与会嘉宾深入探讨AI如何赋能影视、电商及游戏等行业，行业合作伙伴、影视导演及创作 者们共同探索生成式AI的多元应用场景。快手高级副总裁、可灵AI负责人兼社区科学线负责人盖坤接 受央视《焦点访谈》记者采访，据他在节目中介绍："今年4月份的时候我们的月度用户付费流水已经超 过了1亿人民币，这在全球整个视频生成赛道里面应该是一个绝对领先的位置。我们可以让用户的付 费，尽量地覆盖服务用户的成本，这样我们可以服务更多用户，继续推高视频生成大模型的上限。" 智通财经获悉，快手-W(01024)逆市走高，盘中涨幅扩大至9%。截至发稿，涨6.7%，报77.2港元， ...