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港股异动 | 快手-W(01024)涨超3% 近日发布全新创意工作台“灵动画布” 机构指可灵AI商业化进程超预期
智通财经网· 2025-07-31 01:54
Core Viewpoint - Kuaishou-W (01024) has seen a stock price increase of over 3%, currently trading at 74.55 HKD with a transaction volume of 836 million HKD, indicating positive market sentiment towards the company and its upcoming developments [1] Group 1: Kuaishou's AI Developments - Kuaishou's AI tool, Keling AI, has undergone over 30 iterations since its launch a year ago, establishing a leading position in video generation capabilities globally [1] - The "Lingdong Canvas 1.0" was announced to begin invitation testing on July 27, with a professional version set to launch in Q3 2025, indicating ongoing enhancements in creative capabilities [1] - Future developments aim to integrate full-chain creative capabilities and Agent functionalities, transitioning from an AI material generator to a comprehensive AI creative workstation [1] Group 2: Financial Performance and Projections - Citigroup analysts anticipate Kuaishou will release its Q2 2025 financial report in late August, with optimistic projections based on two main factors [1] - The commercialization of Keling AI's video generation model has exceeded expectations, with monthly revenues surpassing 100 million RMB in April and May, suggesting annual revenues could significantly exceed the management's guidance of 100 million USD [1] - The advertising revenue growth is expected to accelerate to 12.3% in Q2, driven by increased advertising spending from e-commerce merchants and a recovery in non-e-commerce advertising demand [1]