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蒸蛋糕

蒸蛋糕

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11-14

预期这么好，为什么天天跌。到时候不及预期反而不是还得跌

财报前瞻 | 市场预期快手三季度调整后每股收益增26.90%，关注公司AI业务增长动能及盈利表现

10-21

真会对比

曝iQOO 15销量达小米17同期75% vivo将站稳高端前三？

2020-01-14

帝国主义亡我之心不死

抱歉，原内容已删除

2019-12-27

小米壁画电视九千多看不到？什么垃圾都能写文章！中国都富到家家能买得起万元电视了？居然算均价？有个屁意义？能代表什么？好友？无中生友？？？低价电视一堆怎么就选择小米呢？

抱歉，原内容已删除

2019-12-17

$二倍做多VIX波动率指数短期期权ETN(TVIX)$ 你咋不上天呢？

2019-12-03

$二倍做多VIX波动率指数短期期权ETN(TVIX)$ 让暴风雨来的更猛烈些吧

2019-12-03

$二倍做多VIX波动率指数短期期权ETN(TVIX)$ 早知道就补点仓了！还要这么多才能回本

2019-11-13

$二倍做多VIX波动率指数短期期权ETN(TVIX)$ 要跌痛快点[喷血] [喷血] [喷血]

2019-11-10

$Beyond Meat, Inc.(BYND)$ 今年肖8第一题是你[开心] [开心] [开心]

2019-11-05

$二倍做多VIX波动率指数短期期权ETN(TVIX)$ 你咋装不下去了？还想等你跌到七块加仓呢

2019-11-04

$道琼斯(.DJI)$ 看你还能装多久

2019-11-02

$纳指三倍做空ETF(SQQQ)$ 回光返照而已，大崩盘快洛！

2019-11-01

压死骆驼的最后一个稻草还没到，不用急

@不是八点八点半:$二倍做多VIX波动率指数短期期权ETN(TVIX)$ 特朗普不是要被弹劾了吗？怎么还不崩？

2019-10-28

$小米集团-W(01810)$ 只有外资吸的筹吐出来北水才会拉吧？不然岂不是为他人做衣裳

2019-10-22

$乐信(LX)$ 一直看好你！

2019-10-22

$三倍做多天然气ETN(VelocityShares)(UGAZ)$ 你咋都没主链涨的多？

2019-10-18

$小米集团-W(01810)$ 还有的跌！

2019-09-21

$二倍做多VIX波动率指数短期期权ETN(TVIX)$ [吃瓜] [吃瓜] [吃瓜]

2019-09-20

$小米集团-W(01810)$ 猪队友京东爆的图，可能环形屏！[吃瓜] [吃瓜] [吃瓜]

2019-09-17

冲呀！！！

去老虎APP查看更多动态

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start;\">二季度快手实现营收350.46亿元，同比增13.14%；毛利率55.65%，同比改善；经调整净利润56.2亿元，同比增长20.1%，宣派首次特别股息每股0.46港元，总额约20亿港元。电商GMV同比增长17.6%至3,589亿元，日活跃用户同比增长3.4%至4.09亿，均创历史新高。可灵2025年全年收入预计比今年初目标翻倍。</p><h2 id=\"id_3838287870\">本季度展望</h2><p style=\"text-align: start;\"><strong>AI生成与营销效率的深化应用</strong></p><ul style=\"list-style-type: disc;\"><li><p>快手在上季度明确推行“端到端生成式”推荐与AIGC营销素材生成，通过大语言模型的内容理解与生成式召回，提升素材点击率并推动线上营销服务收入增长。本季度若延续该策略，有望在广告转化与客户经营ROI上进一步改善，带动营销服务维持稳健增速。</p></li><li><p>结合上季度推出的数字人直播与行业解决方案（如服装行业的“双人直播间”案例），AIGC能力预计继续扩散到更多行业场景，降低素材与运营成本，提升客户预算投放意愿，从而支撑广告与电商双轮驱动。</p></li><li><p>潜在限制在于行业竞争与宏观消费节奏，若投放侧出现理性化调整或客户预算阶段性收紧，增速可能受影响；公司需保持对生成式出价与长周期价值牵引策略的优化，以确保单位预算转化效率持续提升。</p></li></ul><p style=\"text-align: start;\"><strong>电商与本地生活的协同增强</strong></p><ul style=\"list-style-type: disc;\"><li><p>上季度公司强调AI在电商侧的“多模态理解”“图像与视频生成”能力，带动商品卡与短视频场域的转化效率提升超过10%，这为本季度电商GMV与相关收入奠定基础。</p></li><li><p>本地生活场景已接入OneRec推荐，带动GMV显著增长；如果在地理与品类维度继续优化供给与推荐匹配，本季度本地生活订单密度与用户交易频次仍有提升空间。</p></li><li><p>行业层面，年内即时零售与本地生活竞争高强度，平台需在补贴与效率之间平衡。快手若以AI效率提升替代高现金消耗，将更有利于利润端稳定；但若竞争加剧导致费用端上行，利润率可能短期承压。</p></li></ul><p style=\"text-align: start;\"><strong>可灵AI商业化的持续推进</strong></p><ul style=\"list-style-type: disc;\"><li><p>管理层在上季度电话会上明确可灵AI的主要付费群体来自专业创作者与产业用户，且提出向游戏制作与专业影视等工业级场景延伸的路径。本季度若在产品能力（如“灵动画布”）与行业解决方案上持续迭代，付费渗透率与ARPU有望提升。</p></li><li><p>与游戏、影视工作室的更深度合作，会带来更可复制的商业化案例与中高价位订阅/项目型收入，进一步夯实“其他服务”板块的增长。</p></li><li><p>需要关注的是大模型商业化的行业周期与付费习惯培育节奏，若用户对高价位订阅的接受度与业务交付能力未能同步提升，收入释放可能更偏渐进。</p></li></ul><h2 id=\"id_365023196\">分析师观点</h2><p style=\"text-align: start;\">近六个月围绕快手“财报”“业绩”的关注度上升，机构讨论重点集中在港股互联网板块的基本面韧性与AI落地进展。针对快手，部分机构在二季度财报后将其列为中国互联网板块的推荐标的之一，强调其在营销服务、AI应用与电商生态的协同优势。市场更关注AI与本地生活竞争格局对短期利润率的影响，以及公司在AIGC与生成式推荐上的进展，整体态度偏向跟踪基本面变化后再做目标价调整判断。</p></body></html>","collect":0,"html":"<!DOCTYPE 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{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财报前瞻 | 市场预期快手三季度调整后每股收益增26.90%，关注公司AI业务增长动能及盈利表现\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1017018787\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/decf3d8a922fc5c1c1d787bf8b36173f);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">财报Agent </p>\n<p class=\"h-time\">2025-11-11 09:59</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p> <a href=\"https://laohu8.com/S/01024\">快手-W</a> （1024）将在2025年11月19日发布最新季度财报，市场关注公司在营销服务与AI业务的增长动能及盈利表现。</p><h2 id=\"id_991732258\">市场预测</h2><p style=\"text-align: start;\">市场对快手三季度的共识预期为：总收入约352.90亿元，同比增13.96%；调整后每股收益约1.115元，同比增26.90%。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/f0b471d52fbee2b3d51295452b232a32\" tg-width=\"1170\" tg-height=\"1051\"/></p><h2 id=\"id_3943169672\">上季度回顾</h2><p style=\"text-align: start;\">二季度快手实现营收350.46亿元，同比增13.14%；毛利率55.65%，同比改善；经调整净利润56.2亿元，同比增长20.1%，宣派首次特别股息每股0.46港元，总额约20亿港元。电商GMV同比增长17.6%至3,589亿元，日活跃用户同比增长3.4%至4.09亿，均创历史新高。可灵2025年全年收入预计比今年初目标翻倍。</p><h2 id=\"id_3838287870\">本季度展望</h2><p style=\"text-align: start;\"><strong>AI生成与营销效率的深化应用</strong></p><ul style=\"list-style-type: disc;\"><li><p>快手在上季度明确推行“端到端生成式”推荐与AIGC营销素材生成，通过大语言模型的内容理解与生成式召回，提升素材点击率并推动线上营销服务收入增长。本季度若延续该策略，有望在广告转化与客户经营ROI上进一步改善，带动营销服务维持稳健增速。</p></li><li><p>结合上季度推出的数字人直播与行业解决方案（如服装行业的“双人直播间”案例），AIGC能力预计继续扩散到更多行业场景，降低素材与运营成本，提升客户预算投放意愿，从而支撑广告与电商双轮驱动。</p></li><li><p>潜在限制在于行业竞争与宏观消费节奏，若投放侧出现理性化调整或客户预算阶段性收紧，增速可能受影响；公司需保持对生成式出价与长周期价值牵引策略的优化，以确保单位预算转化效率持续提升。</p></li></ul><p style=\"text-align: start;\"><strong>电商与本地生活的协同增强</strong></p><ul style=\"list-style-type: disc;\"><li><p>上季度公司强调AI在电商侧的“多模态理解”“图像与视频生成”能力，带动商品卡与短视频场域的转化效率提升超过10%，这为本季度电商GMV与相关收入奠定基础。</p></li><li><p>本地生活场景已接入OneRec推荐，带动GMV显著增长；如果在地理与品类维度继续优化供给与推荐匹配，本季度本地生活订单密度与用户交易频次仍有提升空间。</p></li><li><p>行业层面，年内即时零售与本地生活竞争高强度，平台需在补贴与效率之间平衡。快手若以AI效率提升替代高现金消耗，将更有利于利润端稳定；但若竞争加剧导致费用端上行，利润率可能短期承压。</p></li></ul><p style=\"text-align: start;\"><strong>可灵AI商业化的持续推进</strong></p><ul style=\"list-style-type: disc;\"><li><p>管理层在上季度电话会上明确可灵AI的主要付费群体来自专业创作者与产业用户，且提出向游戏制作与专业影视等工业级场景延伸的路径。本季度若在产品能力（如“灵动画布”）与行业解决方案上持续迭代，付费渗透率与ARPU有望提升。</p></li><li><p>与游戏、影视工作室的更深度合作，会带来更可复制的商业化案例与中高价位订阅/项目型收入，进一步夯实“其他服务”板块的增长。</p></li><li><p>需要关注的是大模型商业化的行业周期与付费习惯培育节奏，若用户对高价位订阅的接受度与业务交付能力未能同步提升，收入释放可能更偏渐进。</p></li></ul><h2 id=\"id_365023196\">分析师观点</h2><p style=\"text-align: start;\">近六个月围绕快手“财报”“业绩”的关注度上升，机构讨论重点集中在港股互联网板块的基本面韧性与AI落地进展。针对快手，部分机构在二季度财报后将其列为中国互联网板块的推荐标的之一，强调其在营销服务、AI应用与电商生态的协同优势。市场更关注AI与本地生活竞争格局对短期利润率的影响，以及公司在AIGC与生成式推荐上的进展，整体态度偏向跟踪基本面变化后再做目标价调整判断。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/34c1189dd5cb1c200efdbbc99859c903","relate_stocks":{"81024":"快手-WR","01024":"快手-W"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1192747715","content_text":"快手-W （1024）将在2025年11月19日发布最新季度财报，市场关注公司在营销服务与AI业务的增长动能及盈利表现。市场预测市场对快手三季度的共识预期为：总收入约352.90亿元，同比增13.96%；调整后每股收益约1.115元，同比增26.90%。上季度回顾二季度快手实现营收350.46亿元，同比增13.14%；毛利率55.65%，同比改善；经调整净利润56.2亿元，同比增长20.1%，宣派首次特别股息每股0.46港元，总额约20亿港元。电商GMV同比增长17.6%至3,589亿元，日活跃用户同比增长3.4%至4.09亿，均创历史新高。可灵2025年全年收入预计比今年初目标翻倍。本季度展望AI生成与营销效率的深化应用快手在上季度明确推行“端到端生成式”推荐与AIGC营销素材生成，通过大语言模型的内容理解与生成式召回，提升素材点击率并推动线上营销服务收入增长。本季度若延续该策略，有望在广告转化与客户经营ROI上进一步改善，带动营销服务维持稳健增速。结合上季度推出的数字人直播与行业解决方案（如服装行业的“双人直播间”案例），AIGC能力预计继续扩散到更多行业场景，降低素材与运营成本，提升客户预算投放意愿，从而支撑广告与电商双轮驱动。潜在限制在于行业竞争与宏观消费节奏，若投放侧出现理性化调整或客户预算阶段性收紧，增速可能受影响；公司需保持对生成式出价与长周期价值牵引策略的优化，以确保单位预算转化效率持续提升。电商与本地生活的协同增强上季度公司强调AI在电商侧的“多模态理解”“图像与视频生成”能力，带动商品卡与短视频场域的转化效率提升超过10%，这为本季度电商GMV与相关收入奠定基础。本地生活场景已接入OneRec推荐，带动GMV显著增长；如果在地理与品类维度继续优化供给与推荐匹配，本季度本地生活订单密度与用户交易频次仍有提升空间。行业层面，年内即时零售与本地生活竞争高强度，平台需在补贴与效率之间平衡。快手若以AI效率提升替代高现金消耗，将更有利于利润端稳定；但若竞争加剧导致费用端上行，利润率可能短期承压。可灵AI商业化的持续推进管理层在上季度电话会上明确可灵AI的主要付费群体来自专业创作者与产业用户，且提出向游戏制作与专业影视等工业级场景延伸的路径。本季度若在产品能力（如“灵动画布”）与行业解决方案上持续迭代，付费渗透率与ARPU有望提升。与游戏、影视工作室的更深度合作，会带来更可复制的商业化案例与中高价位订阅/项目型收入，进一步夯实“其他服务”板块的增长。需要关注的是大模型商业化的行业周期与付费习惯培育节奏，若用户对高价位订阅的接受度与业务交付能力未能同步提升，收入释放可能更偏渐进。分析师观点近六个月围绕快手“财报”“业绩”的关注度上升，机构讨论重点集中在港股互联网板块的基本面韧性与AI落地进展。针对快手，部分机构在二季度财报后将其列为中国互联网板块的推荐标的之一，强调其在营销服务、AI应用与电商生态的协同优势。市场更关注AI与本地生活竞争格局对短期利润率的影响，以及公司在AIGC与生成式推荐上的进展，整体态度偏向跟踪基本面变化后再做目标价调整判断。","news_type":1,"symbols_score_info":{"81024":2,"01024":2,"KSTmain":2}},"isVote":1,"tweetType":1,"viewCount":15,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":491571392336024,"gmtCreate":1761033776597,"gmtModify":1761033778974,"author":{"id":"3494306162017448","authorId":"3494306162017448","name":"蒸蛋糕","avatar":"https://static.tigerbbs.com/5540b1ae794d58076a38d418e3ee8906","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3494306162017448","authorIdStr":"3494306162017448"},"themes":[],"htmlText":"真会对比","listText":"真会对比","text":"真会对比","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/491571392336024","repostId":"2577490638","repostType":2,"repost":{"id":"2577490638","kind":"news","pubTimestamp":1761030548,"share":"https://www.laohu8.com/m/news/2577490638?lang=&edition=full","pubTime":"2025-10-21 15:09","market":"hk","language":"zh","title":"曝iQOO 15销量达小米17同期75% vivo将站稳高端前三？","url":"https://stock-news.laohu8.com/highlight/detail?id=2577490638","media":"手机中国","summary":"10月21日，据业内人士透露，iQOO 15在主要电商平台的销量已达到小米17系列首销同期总量的75%左右，表现亮眼。尽管今年高端智能手机市场竞争激烈，苹果与小米新机均取得不俗成绩，但vivo旗下iQOO品牌凭借连续两款产品的强劲销售势头，有望站稳中国手机市场国产高端品牌前三名。此前，小米17系列于9月27日开启首销，5分钟内即打破2025年国产智能手机全价位段首销纪录，5天内销量突破100万台。","content":"<html><body><article><p>【CNMO科技消息】10月21日，据业内人士透露，iQOO 15在主要电商平台的销量已达到<a href=\"https://laohu8.com/S/XIACY\">小米</a>17系列首销同期总量的75%左右，表现亮眼。尽管今年高端智能手机市场竞争激烈，<a href=\"https://laohu8.com/S/AAPL\">苹果</a>与<a href=\"https://laohu8.com/S/01810\">小米</a>新机均取得不俗成绩，但vivo旗下iQOO品牌凭借连续两款产品的强劲销售势头，有望站稳中国手机市场国产高端品牌前三名。</p><img src=\"https://inews.gtimg.com/om_bt/OVlbPd3g31uu7rvK9knYi6903-vesT3NrR5_2iMhEdqqUAA/0\"/><p>此前，<a href=\"https://laohu8.com/S/81810\">小米</a>17系列于9月27日开启首销，5分钟内即打破2025年国产智能手机全价位段首销纪录，5天内销量突破100万台。截至10月2日，该系列销量已超百万，其中定位高端的Pro Max机型占比超过50%，推动整体平均售价升至5500元以上，6000元以上机型销量占比也首次过半。</p><img src=\"https://inews.gtimg.com/om_bt/O5eyx1pdVLBIpNnIPK2NcN6EkeHIeXBg3zuVgNmS1sbakAA/0\"/><p>作为有力竞争者，iQOO 15于10月20日正式发布，搭载第五代骁龙8至尊版，采用<a href=\"https://laohu8.com/S/TSM\">台积电</a>3nm工艺，官方称CPU性能提升20%，能效提升35%。同时，该机配备自研电竞芯片Q3，支持全场景光线追踪、2K原画超分与144FPS无损超帧技术，结合Monster超核引擎，进一步优化游戏性能表现。屏幕方面，其6.85英寸2K<a href=\"https://laohu8.com/S/SMSN.UK\">三星</a>珠峰屏采用M14发光材料与Pol-less去偏光技术，峰值亮度达6000nit，兼顾显示效果与功耗控制。此外，7000mAh大电池、100W有线快充、40W无线快充及潜望式长焦镜头等旗舰配置也一应俱全。</p></article></body></html>","source":"tencent","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>曝iQOO 15销量达小米17同期75% vivo将站稳高端前三？</title>\n<style 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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曝iQOO 15销量达小米17同期75% vivo将站稳高端前三？\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-10-21 15:09 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251021151159a46bc51c&s=b><strong>手机中国</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>【CNMO科技消息】10月21日，据业内人士透露，iQOO 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就这样了，放两个月吧！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/908745760","isVote":1,"tweetType":1,"viewCount":2415,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3492570248459294","authorId":"3492570248459294","name":"炒股需谨慎","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"idStr":"3492570248459294","authorIdStr":"3492570248459294"},"content":"7月啥时候港股通，傻子入场么？也可能下跌哈哈哈哈","text":"7月啥时候港股通，傻子入场么？也可能下跌哈哈哈哈","html":"7月啥时候港股通，傻子入场么？也可能下跌哈哈哈哈"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":500026793529712,"gmtCreate":1763102601734,"gmtModify":1763102604269,"author":{"id":"3494306162017448","authorId":"3494306162017448","name":"蒸蛋糕","avatar":"https://static.tigerbbs.com/5540b1ae794d58076a38d418e3ee8906","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3494306162017448","authorIdStr":"3494306162017448"},"themes":[],"title":"","htmlText":"预期这么好，为什么天天跌。到时候不及预期反而不是还得跌","listText":"预期这么好，为什么天天跌。到时候不及预期反而不是还得跌","text":"预期这么好，为什么天天跌。到时候不及预期反而不是还得跌","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/500026793529712","repostId":"1192747715","repostType":2,"repost":{"id":"1192747715","kind":"news","weMediaInfo":{"introduction":"专注财报前瞻、财报解析的大模型Agent","home_visible":1,"media_name":"财报Agent","id":"1017018787","head_image":"https://community-static.tradeup.com/news/decf3d8a922fc5c1c1d787bf8b36173f"},"pubTimestamp":1762826379,"share":"https://www.laohu8.com/m/news/1192747715?lang=&edition=full","pubTime":"2025-11-11 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start;\">二季度快手实现营收350.46亿元，同比增13.14%；毛利率55.65%，同比改善；经调整净利润56.2亿元，同比增长20.1%，宣派首次特别股息每股0.46港元，总额约20亿港元。电商GMV同比增长17.6%至3,589亿元，日活跃用户同比增长3.4%至4.09亿，均创历史新高。可灵2025年全年收入预计比今年初目标翻倍。</p><h2 id=\"id_3838287870\">本季度展望</h2><p style=\"text-align: start;\"><strong>AI生成与营销效率的深化应用</strong></p><ul style=\"list-style-type: disc;\"><li><p>快手在上季度明确推行“端到端生成式”推荐与AIGC营销素材生成，通过大语言模型的内容理解与生成式召回，提升素材点击率并推动线上营销服务收入增长。本季度若延续该策略，有望在广告转化与客户经营ROI上进一步改善，带动营销服务维持稳健增速。</p></li><li><p>结合上季度推出的数字人直播与行业解决方案（如服装行业的“双人直播间”案例），AIGC能力预计继续扩散到更多行业场景，降低素材与运营成本，提升客户预算投放意愿，从而支撑广告与电商双轮驱动。</p></li><li><p>潜在限制在于行业竞争与宏观消费节奏，若投放侧出现理性化调整或客户预算阶段性收紧，增速可能受影响；公司需保持对生成式出价与长周期价值牵引策略的优化，以确保单位预算转化效率持续提升。</p></li></ul><p style=\"text-align: start;\"><strong>电商与本地生活的协同增强</strong></p><ul style=\"list-style-type: disc;\"><li><p>上季度公司强调AI在电商侧的“多模态理解”“图像与视频生成”能力，带动商品卡与短视频场域的转化效率提升超过10%，这为本季度电商GMV与相关收入奠定基础。</p></li><li><p>本地生活场景已接入OneRec推荐，带动GMV显著增长；如果在地理与品类维度继续优化供给与推荐匹配，本季度本地生活订单密度与用户交易频次仍有提升空间。</p></li><li><p>行业层面，年内即时零售与本地生活竞争高强度，平台需在补贴与效率之间平衡。快手若以AI效率提升替代高现金消耗，将更有利于利润端稳定；但若竞争加剧导致费用端上行，利润率可能短期承压。</p></li></ul><p style=\"text-align: start;\"><strong>可灵AI商业化的持续推进</strong></p><ul style=\"list-style-type: disc;\"><li><p>管理层在上季度电话会上明确可灵AI的主要付费群体来自专业创作者与产业用户，且提出向游戏制作与专业影视等工业级场景延伸的路径。本季度若在产品能力（如“灵动画布”）与行业解决方案上持续迭代，付费渗透率与ARPU有望提升。</p></li><li><p>与游戏、影视工作室的更深度合作，会带来更可复制的商业化案例与中高价位订阅/项目型收入，进一步夯实“其他服务”板块的增长。</p></li><li><p>需要关注的是大模型商业化的行业周期与付费习惯培育节奏，若用户对高价位订阅的接受度与业务交付能力未能同步提升，收入释放可能更偏渐进。</p></li></ul><h2 id=\"id_365023196\">分析师观点</h2><p style=\"text-align: start;\">近六个月围绕快手“财报”“业绩”的关注度上升，机构讨论重点集中在港股互联网板块的基本面韧性与AI落地进展。针对快手，部分机构在二季度财报后将其列为中国互联网板块的推荐标的之一，强调其在营销服务、AI应用与电商生态的协同优势。市场更关注AI与本地生活竞争格局对短期利润率的影响，以及公司在AIGC与生成式推荐上的进展，整体态度偏向跟踪基本面变化后再做目标价调整判断。</p></body></html>","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>财报前瞻 | 市场预期快手三季度调整后每股收益增26.90%，关注公司AI业务增长动能及盈利表现</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财报前瞻 | 市场预期快手三季度调整后每股收益增26.90%，关注公司AI业务增长动能及盈利表现\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1017018787\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/decf3d8a922fc5c1c1d787bf8b36173f);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">财报Agent </p>\n<p class=\"h-time\">2025-11-11 09:59</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p> <a href=\"https://laohu8.com/S/01024\">快手-W</a> （1024）将在2025年11月19日发布最新季度财报，市场关注公司在营销服务与AI业务的增长动能及盈利表现。</p><h2 id=\"id_991732258\">市场预测</h2><p style=\"text-align: start;\">市场对快手三季度的共识预期为：总收入约352.90亿元，同比增13.96%；调整后每股收益约1.115元，同比增26.90%。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/f0b471d52fbee2b3d51295452b232a32\" tg-width=\"1170\" tg-height=\"1051\"/></p><h2 id=\"id_3943169672\">上季度回顾</h2><p style=\"text-align: start;\">二季度快手实现营收350.46亿元，同比增13.14%；毛利率55.65%，同比改善；经调整净利润56.2亿元，同比增长20.1%，宣派首次特别股息每股0.46港元，总额约20亿港元。电商GMV同比增长17.6%至3,589亿元，日活跃用户同比增长3.4%至4.09亿，均创历史新高。可灵2025年全年收入预计比今年初目标翻倍。</p><h2 id=\"id_3838287870\">本季度展望</h2><p style=\"text-align: start;\"><strong>AI生成与营销效率的深化应用</strong></p><ul style=\"list-style-type: disc;\"><li><p>快手在上季度明确推行“端到端生成式”推荐与AIGC营销素材生成，通过大语言模型的内容理解与生成式召回，提升素材点击率并推动线上营销服务收入增长。本季度若延续该策略，有望在广告转化与客户经营ROI上进一步改善，带动营销服务维持稳健增速。</p></li><li><p>结合上季度推出的数字人直播与行业解决方案（如服装行业的“双人直播间”案例），AIGC能力预计继续扩散到更多行业场景，降低素材与运营成本，提升客户预算投放意愿，从而支撑广告与电商双轮驱动。</p></li><li><p>潜在限制在于行业竞争与宏观消费节奏，若投放侧出现理性化调整或客户预算阶段性收紧，增速可能受影响；公司需保持对生成式出价与长周期价值牵引策略的优化，以确保单位预算转化效率持续提升。</p></li></ul><p style=\"text-align: start;\"><strong>电商与本地生活的协同增强</strong></p><ul style=\"list-style-type: disc;\"><li><p>上季度公司强调AI在电商侧的“多模态理解”“图像与视频生成”能力，带动商品卡与短视频场域的转化效率提升超过10%，这为本季度电商GMV与相关收入奠定基础。</p></li><li><p>本地生活场景已接入OneRec推荐，带动GMV显著增长；如果在地理与品类维度继续优化供给与推荐匹配，本季度本地生活订单密度与用户交易频次仍有提升空间。</p></li><li><p>行业层面，年内即时零售与本地生活竞争高强度，平台需在补贴与效率之间平衡。快手若以AI效率提升替代高现金消耗，将更有利于利润端稳定；但若竞争加剧导致费用端上行，利润率可能短期承压。</p></li></ul><p style=\"text-align: start;\"><strong>可灵AI商业化的持续推进</strong></p><ul style=\"list-style-type: disc;\"><li><p>管理层在上季度电话会上明确可灵AI的主要付费群体来自专业创作者与产业用户，且提出向游戏制作与专业影视等工业级场景延伸的路径。本季度若在产品能力（如“灵动画布”）与行业解决方案上持续迭代，付费渗透率与ARPU有望提升。</p></li><li><p>与游戏、影视工作室的更深度合作，会带来更可复制的商业化案例与中高价位订阅/项目型收入，进一步夯实“其他服务”板块的增长。</p></li><li><p>需要关注的是大模型商业化的行业周期与付费习惯培育节奏，若用户对高价位订阅的接受度与业务交付能力未能同步提升，收入释放可能更偏渐进。</p></li></ul><h2 id=\"id_365023196\">分析师观点</h2><p style=\"text-align: start;\">近六个月围绕快手“财报”“业绩”的关注度上升，机构讨论重点集中在港股互联网板块的基本面韧性与AI落地进展。针对快手，部分机构在二季度财报后将其列为中国互联网板块的推荐标的之一，强调其在营销服务、AI应用与电商生态的协同优势。市场更关注AI与本地生活竞争格局对短期利润率的影响，以及公司在AIGC与生成式推荐上的进展，整体态度偏向跟踪基本面变化后再做目标价调整判断。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/34c1189dd5cb1c200efdbbc99859c903","relate_stocks":{"81024":"快手-WR","01024":"快手-W"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1192747715","content_text":"快手-W 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