快手电商和ai利好不_老虎社区_美港股上老虎

快手电商和ai利好不断

港股异动 | 快手-W(01024)涨超4% 可灵在AI视频领域领先富瑞料其第三季总收入同比增长13%

免责声明：上述内容仅代表发帖人个人观点，不构成本平台的任何投资建议。

精彩评论

我们需要你的真知灼见来填补这片空白

发表看法

{"i18n":{"language":"zh_CN"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":487549629829584,"tweetId":"487549629829584","gmtCreate":1760059719602,"gmtModify":1760059721801,"author":{"id":3555891716536877,"idStr":"3555891716536877","authorId":3555891716536877,"authorIdStr":"3555891716536877","name":"金饽饽","avatar":"https://static.tigerbbs.com/662d4070a77a6287e9f8bee4cf6dc2eb","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":5,"crmLevelSwitch":1,"individualDisplayBadges":[],"fanSize":0,"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"html":"<html><head></head><body><p>快手电商和ai利好不断</p></body></html>","htmlText":"<html><head></head><body><p>快手电商和ai利好不断</p></body></html>","text":"快手电商和ai利好不断","highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/487549629829584","repostId":2574381121,"repostType":2,"repost":{"id":"2574381121","kind":"news","pubTimestamp":1759992201,"share":"https://www.laohu8.com/m/news/2574381121?lang=&edition=full","pubTime":"2025-10-09 14:43","market":"us","language":"zh","title":"港股异动 | 快手-W(01024)涨超4% 可灵在AI视频领域领先 富瑞料其第三季总收入同比增长13%","url":"https://stock-news.laohu8.com/highlight/detail?id=2574381121","media":"智通财经","summary":"国信证券认为，快手可灵在AI视频领域领先。OpenAI推出Sora2有望重塑短视频生态。建议关注AI视频相关公司快手。华创证券表示，快手作为AI视频模型龙头或直接受益于Sora2出圈。此外，富瑞发布研报称，预计快手将可如期达成该行对其收入和盈利的预测，即预计第三季总收入同比增长13%至353亿元人民币；交易总额预计升15%；毛利率预计扩张至约55%；非IFRS盈利预计达约48.4亿元人民币。","content":"<html><body><p>智通财经APP获悉，<a href=\"https://laohu8.com/S/01024\">快手-W</a>(01024)涨超4%，截至发稿，涨4.02%，报89.2港元，成交额46.77亿港元。</p><p>消息面上，OpenAI于2025年9月30日发布的新一代视频生成模型Sora 2和Sora APP，发布后在社交媒体火爆出圈。<a href=\"https://laohu8.com/S/002736\">国信证券</a>认为，快手可灵在AI视频领域领先。OpenAI推出Sora2有望重塑短视频生态。视频内容未来若AI内容占比提升，将拉齐其他短视频平台与抖音内容的差距，重塑内容和UGC生态。建议关注AI视频相关公司快手。华创证券表示，快手作为AI视频模型龙头或直接受益于Sora2出圈。海外模型进步引领国内模型迭代，看好国内自研视频模型自主可控及跟进。</p><p>此外，富瑞发布研报称，预计快手将可如期达成该行对其收入和盈利的预测，即预计第三季总收入同比增长13%至353亿元人民币；交易总额(GMV)预计升15%；毛利率预计扩张至约55%；非IFRS盈利预计达约48.4亿元人民币。该行强调，人工智能是一个关键范畴，而影片生成是一个处于早期发展阶段的庞大市场。</p></body></html>","source":"stock_zhitongcaijing","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>港股异动 | 快手-W(01024)涨超4% 可灵在AI视频领域领先 富瑞料其第三季总收入同比增长13%</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n港股异动 | 快手-W(01024)涨超4% 可灵在AI视频领域领先 富瑞料其第三季总收入同比增长13%\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-10-09 14:43 北京时间&nbsp;&nbsp;&nbsp;<a href=http://www.zhitongcaijing.com/content/detail/1353021.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>智通财经APP获悉，快手-W(01024)涨超4%，截至发稿，涨4.02%，报89.2港元，成交额46.77亿港元。消息面上，OpenAI于2025年9月30日发布的新一代视频生成模型Sora 2和Sora APP，发布后在社交媒体火爆出圈。国信证券认为，快手可灵在AI视频领域领先。OpenAI推出Sora2有望重塑短视频生态。视频内容未来若AI内容占比提升，将拉齐其他短视频平台与抖音内容的差距，...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1353021.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"81024":"快手-WR","LU1303224171.USD":"NINETY ONE GSF ALL CHINA EQUITY \"A\" (USD) INC","LU1719994722.HKD":"NINETY ONE GSF ALL CHINA EQUITY \"A\" (HKD) ACC","LU2097828557.USD":"AZ EQUITY CHINA \"A\" (USD) ACC","BK4614":"Manus概念股","LU1794554557.SGD":"Allianz All China Equity AT Acc H2-SGD","LU0210526637.USD":"JPM CHINA \"A\" (USD) ACC","LU2097828631.EUR":"AZ EQUITY CHINA \"A\" (EUR) ACC","LU1770034418.SGD":"ALL CHINA EQUITY \"A\" (SGDHDG) ACC","LU2097828714.EUR":"AZ EQUITY CHINA \"BAZ\" (EUR) ACC","YANG":"三倍做空富时中国ETF-Direxion","LU0463099449.HKD":"SCHRODER ISF CHINA OPPORTUNITIES \"A\" (HKD) ACC","LU2097828805.USD":"AZ EQUITY CHINA \"A-AZ\" (USD) ACC","BK1610":"ETF&股票定投概念","LU0359201885.HKD":"BGF CHINA \"A2\" (HKD) ACC","LU0348766576.USD":"ALLIANZ LITTLE DRAGONS \"A\" (USD) INC","LU0211977185.USD":"EASTSPRING INVESTMENTS GREATER CHINA EQUITY \"A\" ACC","BK1608":"元宇宙概念","BK1095":"互动媒体与服务","07226":"南方两倍做多恒科","BK1615":"港股-互联网","LU0140636845.USD":"施罗德大中华区股票A Acc","LU0348767384.USD":"ALLIANZLITTLE DRAGONS \"A\" (USD) ACC","BK1575":"同股不同权","LU0307460666.USD":"EASTSPRING INVESTMENTS CHINA EQUITY \"A\" ACC","LU2097828474.EUR":"AZ EQUITY CHINA \"A\" (EUR) ACC A","LU0593848301.USD":"未来资产亚洲卓越消费股票基金A","LU0588546209.SGD":"Eastspring Investments - China Equity Fund AS SGD","LU1188198961.HKD":"SCHRODER ISF CHINA OPPORTUNITIES \"A\" (HKD) INC QV","BK1591":"就地过年概念","HSCEI":"国企指数","LU1720050803.USD":"安联全方位中国股票基金","LU0359201612.USD":"贝莱德中国基金A2","LU0244354667.USD":"SCHRODER ISF CHINA OPPORTUNITIES \"A\" ACC","BK1590":"短视频概念股","01024":"快手-W","LU1251922891.USD":"NINETY ONE GSF ALL CHINA EQUITY \"A\" (USD) ACC","LU0359202008.SGD":"Blackrock China Fund A2 SGD-H","LU0051755006.USD":"摩根大通中国A (dist)","LU1023057109.AUD":"BGF CHINA \"A2\" (AUDHDG) ACC","LU0326950275.SGD":"Schroder ISF China Opportunities A Acc SGD-H","LU0456827905.SGD":"JPMorgan Funds - China A (acc) SGD"},"source_url":"http://www.zhitongcaijing.com/content/detail/1353021.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2574381121","content_text":"智通财经APP获悉，快手-W(01024)涨超4%，截至发稿，涨4.02%，报89.2港元，成交额46.77亿港元。消息面上，OpenAI于2025年9月30日发布的新一代视频生成模型Sora 2和Sora APP，发布后在社交媒体火爆出圈。国信证券认为，快手可灵在AI视频领域领先。OpenAI推出Sora2有望重塑短视频生态。视频内容未来若AI内容占比提升，将拉齐其他短视频平台与抖音内容的差距，重塑内容和UGC生态。建议关注AI视频相关公司快手。华创证券表示，快手作为AI视频模型龙头或直接受益于Sora2出圈。海外模型进步引领国内模型迭代，看好国内自研视频模型自主可控及跟进。此外，富瑞发布研报称，预计快手将可如期达成该行对其收入和盈利的预测，即预计第三季总收入同比增长13%至353亿元人民币；交易总额(GMV)预计升15%；毛利率预计扩张至约55%；非IFRS盈利预计达约48.4亿元人民币。该行强调，人工智能是一个关键范畴，而影片生成是一个处于早期发展阶段的庞大市场。","news_type":1,"symbols_score_info":{"81024":0.6,"01024":1.5,"07226":1.5,"KSTmain":1.5,"HSCEI":1.5,"YANG":1.5}},"isVote":1,"tweetType":1,"viewCount":273,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":20,"optionInvolvedFlag":false,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/487549629829584"}