金十数据4月17日讯，华泰证劵发表研究报告指，快手(01024.HK)周二召开可灵AI 2.0发布会，发布新产 品可灵大模型2.0、可图大模型2.0与多模态编辑功能。该行看好可灵2.0在视频制作领域的降本增效潜 力，预计其商业化进程将加速推进。该行维持对其"买入"评级，将目标价由68.73港元升至69.44港元。 该行维持对公司今年至2027年收入与利润预测，其中经调整净利润分别为206亿元、250亿元以及283亿 元，按年增长16%、21%，以及13%。 华泰证劵：上调快手目标价至69.44港元 维持买入评级 ...

东吴证券16日发布研报表示，看好快手AI业务发展，认为以可灵为代表的AI技术有望重构广告营销、 专业创作、影视、娱乐创意等多个领域，也期待可灵AI用户及流水继续攀升，打开公司的业务想象空 间。 中信证券则在近期研报中表示，自2023年推出AI战略以来，快手在AI布局上全面且实际，通过 AI 解决 传统营销在内容制作、广告基建、投放精度等方面的问题，有望全面赋能内容消费、电商经营、本地线 索三大业务。 据快手高级副总裁、社区科学线负责人盖坤介绍，此次正式发布的可灵2.0模型在动态质量、语义响 应、画面美学等维度，保持全球领先；可图2.0模型在指令遵循、电影质感及艺术风格表现等方面显著 提升。两款模型在团队内部的多项胜负率评测中，均稳居业内第一。例如在文生视频领域，可灵2.0对 比谷歌Veo2的胜负比为205%，对比Sora的胜负比达367%，在文字相关性、画面质量、动态质量等维度 上显著超越对手。 此外，为满足用户的多样化需求。在本次2.0模型的迭代中，可灵AI还正式发布AI视频生成的全新交互 理念Multi-modal Visual Language（MVL），让用户能够结合图像参考、视频片段等多模态信息，将 ...

Core Viewpoint - The strategic cooperation framework agreement between Xiangxi Prefecture and Kuaishou Technology aims to explore new models for the integration of digital economy and real economy over the next five years [1] Group 1: Areas of Cooperation - The two parties have reached consensus on collaboration in six key areas: cultural tourism resource promotion, agricultural specialty product promotion, new media ecosystem development, consumer scenario cooperation, rural revitalization, and public welfare activities [1]

Core Insights - Keling AI has launched its 2.0 video generation model and 2.0 image generation model, focusing on enhanced multimodal editing capabilities [1][2] - The global user base of Keling has surpassed 22 million, with cumulative revenue exceeding 100 million yuan since commercialization [1][11] - The competition in the AI market is intensifying, with companies racing to establish dominance and secure future opportunities [1] Product Features - The new multimodal editing function allows users to input keywords and incorporate images, videos, or other modalities, enabling direct editing of generated videos [2][4] - Keling 2.0 demonstrates improved semantic understanding and detail capture compared to the previous 1.6 model, enhancing the quality of generated content [4][5] - The transition from the 1.6 model to the 2.0 model shows significant improvements in visual style, action amplitude, and detail presentation [5][6] Market Position and Strategy - Keling AI's revenue model includes both consumer subscriptions and B2B API services, with partnerships established with major companies like Xiaomi and Amazon Cloud [10] - The CEO of Kuaishou anticipates a significant revenue increase for Keling AI by 2025, indicating strong growth potential [11][12] - Kuaishou plans to invest heavily in capital expenditures and R&D to enhance Keling AI's capabilities and maintain its leading position in the short video production market [12] Industry Implications - Content creation platforms are expected to be the primary beneficiaries of advancements in video generation technology, as they possess relevant user bases and large audiences [8] - The integration of AI tools like Keling is anticipated to improve content quality on Kuaishou's platform, attracting more users and diversifying revenue streams [12]

恒指盘初下挫跌超1%，美团(03690.HK)、快手(01024.HK)领跌成分股，恒生科技指数跌幅扩大至 2.5%。 ...

Core Insights - The article highlights the launch of the "Spring and Summer New Gravity - Travel Renewal Season" campaign by Kuaishou's Magnetic Engine, aimed at boosting clothing consumption during the spring and summer seasons [1] - The campaign focuses on capturing consumer trends and providing a comprehensive solution for clothing merchants to seize market opportunities [1][24] Group 1: Consumer Trends - Consumers are increasingly looking for clothing that not only serves basic functions but also fits specific scenarios and allows for personalized expression [3] - Four core trends identified for summer clothing include "outdoor sun protection," "travel outfits," "cool and breathable fabrics," and "holiday gifting" [3] - Regional differences in clothing demand are noted, with specific recommendations for different areas, such as lightweight jackets in Northeast China and cooling pants in South China [3][8] Group 2: Product Categories - The campaign identifies six major product categories: women's wear, lingerie, men's wear, sports and outdoor, footwear, and jewelry, with specific strategies for each category to maximize sales [12] - Women's summer T-shirts and sun protection clothing are experiencing rapid growth, while men's wear should focus on T-shirts, shirts, and casual pants [17] - The jewelry sector is expected to see a spike in demand around May, particularly for gifting occasions [17] Group 3: Marketing Strategies - Kuaishou's Magnetic Engine offers various marketing strategies, including "grass planting" and "super brand promotion," to enhance product visibility and consumer engagement [18] - The campaign encourages merchants to leverage social media trends and influencer partnerships to reach broader audiences [18][20] - Merchants can participate in the SpringSummerNewGravity topic to gain additional exposure and benefits [20] Group 4: Incentives and Support - During the campaign period from April 15 to May 26, merchants can receive cash incentives based on their sales performance, with rewards ranging from 100 to 3000 yuan [20] - Additional support includes traffic boosts for merchants meeting specific sales targets and participation in live streaming events [20] - Kuaishou has also introduced creative AIGC video templates to enhance content presentation for both small and large merchants [22]

【导读】快手可灵AI正式发布可灵2.0视频生成模型和可图2.0图像生成模型 4月15日，快手可灵AI在北京举行"灵感成真"2.0模型发布会，宣布其基座模型再次升级，面向全球正式发布可灵2.0视频生成模型及可图2.0图像生成模 型。 据快手高级副总裁、社区科学线负责人盖坤介绍，自2024年6月发布以来，可灵AI已累计完成超20次迭代。 目前，可灵AI全球用户规模突破2200万，在过去的10个月中，其月活用户量增长25倍，累计生成超过1.68亿个视频及3.44亿张图片。 3月27日，全球知名AI基准测试机构Artificial Analysis发布了最新的全球视频生成大模型榜单。该榜单显示，快手可灵1.6pro（高品质模式）以1000分的 Arena ELO基准测试评分，登上图生视频（Image to Video）赛道榜首，Google Veo 2、Pika Art分别位居榜单第二名、第三名。 4月15日，快手以51.2港元/股报收，最新市值为2206亿港元。 可图大模型（Kolors）是由快手自研的图像生成大模型，具备强大的图像生成能力，能够基于开放式文本生成风格多样、画质精美、创意十足的绘画作 品。 目前，可 ...

Core Insights - The company announced the global release of the upgraded Keling 2.0 video generation model and Ketu 2.0 image generation model during the "Inspiration Realized" 2.0 model launch event [1] Group 1: Model Upgrades - The Keling 2.0 model maintains a global leading position in dynamic quality, semantic responsiveness, and visual aesthetics [1] - The Ketu 2.0 model shows significant improvements in instruction adherence, cinematic quality, and artistic style representation [1]

"中国经济是一片大海"，国内市场缓冲空间广阔，是重要的大后方，是外贸企业坚强的后盾。 在美国加征关税的背景下，中国外贸企业面临前所未有的压力。为帮助企业稳住外贸基本盘、拓展内销新空间，商务部近日提出加快推进内外贸一体化， 从市场准入、渠道建设到金融服务等多方面加大支持力度。 京东：大量采购出口转内销商品 未来一年内，京东将大量采购出口转内销商品，帮助外贸企业快速开拓国内市场。 为此，京东将对扶持外贸企业做好规划布局，在各地开展多种形式的招商对接。 依托自营模式和供应链能力，安排专业采销队伍驻点办公，直接采购外贸企业的优质产品，并开设外贸优品专区，通过流量倾斜、全渠道营销支持，加快 打开销路，防止低价内卷。 拼多多：1000亿元扶持跨境商家"出海" 在上述背景下，头部企业与行业协会迅速响应。重点商超、电商平台纷纷开辟"外贸优品"绿色通道，搭建线上线下联动平台，为外贸企业拓内销、稳产能 提供有力支撑。同时，跨境电商平台也加码补贴、优化渠道，助力企业多元布局、稳步转型，与外贸企业携手并进、共克时艰。 这正是中国经济强大韧性与信心的体现。 以下视频来源于 新闻联播 行业协会：帮助企业拓展渠道、对接品牌 机电产品、纺织 ...

快手放电影不难，搭建一个直播伴侣，连线快手就能实现在放映厅里面展现影视作品的效果。不过直播放电影收益并不高，大多数是来自于推广流量卡的推 广费用。据我所知，很多人直播一天都不能达到80元收入。 由于现在直播行业不好做，有很多不良主播想以收学徒的形式尽快变现，所以遇到了一定要谨慎。想找项目，又不想成为韭菜，最好是免费的。 在这之前，我向大家简单介绍一款名为【高省】的App，它不仅能省钱，同时还能赚钱。 如果是经常网上购物的朋友，一年能省下来5000元以上。 可在手机应用市场搜索【高省】下载，注册邀请码填写 112266 才能拿到更高的佣金。 幼儿米粉450 全新皇室 柔薄大吸量 下单享百亿补贴价 天猫] babycare皇室狮子王国纸尿裤 ... babycare旗舰店 分享赚 ¥7.35 ¥89 ¥89 淘宝X 分享赚 ￥7.35 购买省 ¥ 7.35 ♂保留房 上一篇： 分子 百亿补贴 天猫超市 签到红包 演】 快手放电影每小时80元 1、比快手放电影每小时80元真实的威客 赏帮赚是一个做手机小任务物的app，如果真有赚钱的需求，不妨给自己一点时间试试这种威客兼职的价值。在项目途中不仅能获得一部分收入。比如 ...