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港股异动 | Keep(03650)最高涨超9% 上半年盈利初步验证AI战略范式跃迁 AI教练服务价值增长空间仍存

Group 1 - Keep's stock price increased by over 9%, currently trading at 6.82 HKD with a transaction volume of 26.516 million HKD [1] - The company reported a preliminary profit of approximately 10 million RMB for the first half of the year, attributed to improved business structure and revenue quality, leading to a higher gross margin [1] - The implementation of AI technology has enhanced operational efficiency and reduced operating costs, marking a significant phase in the company's "All in AI" strategy [1] Group 2 - The AI Coach is seen as a core application of AI technology in the online membership and paid content sector, with high expectations for its potential [2] - The average revenue per user (ARPU) is currently around 20 RMB, but the introduction of AI Coach could lead to a potential increase in ARPU by nearly 10 times [2] - The shift from a content-selling model to a service delivery model signifies a critical transformation for Keep, emphasizing the strategic and survival importance of the "All in AI" initiative [2]