港股詳情

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短視頻概念股

831.232

-17.731-2.09%

漲家數：1

跌家數：7

平家數：2

市盈率：- -

高：846.433

開：846.433

低：819.023

收：848.964

資料載入中...

“慢下來”的快手，還需要更多“AI”

东哥解读电商

投資天天短劇版權，收益率1000%？假冒賬號涉嫌非法集資

南方都市报

有贊回購100萬股金額9.7萬港元

大模型重塑商業經營，快手估值迎來修復契機

21世纪经济报道

有贊(08083)4月3日耗資9.7萬港元回購100萬股

短劇消耗增300%、小遊戲日耗1200萬！面對千億市場，平台該如何思考“內容消費”？

微盟集團重視AI技術融合，靜待盈虧平衡（繁體版）

匯量科技(01860)下跌2.4%，報6.52元/股

快手-W預計25年GMV保持快於電商大盤增速，可靈商業化變現逐步體現

映宇宙盤中異動早盤股價大跌5.33%報1.420港元

快手-WR盤中異動股價大跌3.44%報52.000港元

數字化浪潮洶湧下昔日SaaS 明星公司有贊業績低迷

快手-W(01024)下跌2.0%，報56.3元/股

港股科技板塊走勢分化，快手(01024)憑藉AI賦能逆勢走強

快手-W：AI賦能廣告流量推動電商增長

快手去年商業化收入達724億背後：用AI全面重塑商業經營

南方都市报

每日賣空追蹤 | 快手-W 04月02日賣空量成交1135.38萬股，賣空比例為25.76%

有贊(08083)4月2日斥資100.45萬港元回購1000萬股

大廠AI核心圈，快手不是大哥

收入68億！直播公司做短劇：一年推千部短劇，總營收增長僅0.1%？

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13:53","pubTimestamp":1743659594,"startTime":"0","endTime":"0","summary":"4月3日，汇量科技(01860)盘中下跌2.4%，截至13:53，报6.52元/股，成交3.0亿元。汇量科技有限公司主要提供广告和分析工具套件，包括用户获取、变现、分析、创意自动化和智能媒体采买等服务，以帮助开发者和营销人员提升广告营销ROI。公司于2013年成立，2018年在香港联合交易所主板上市，目前在全球设立了17个办公室。截至2024年年报，汇量科技营业总收入108.38亿元、净利润1.13亿元。","market":"us","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://finance.jrj.com.cn/2025/04/03135349270349.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"jinrongjie_stock","symbols":["BK1518","BK1613","BK1590","BK1586","01860","BK1137"],"gpt_icon":0},{"id":"2524406043","title":"快手-W預計25年GMV保持快於電商大盤增速，可靈商業化變現逐步體現","url":"https://stock-news.laohu8.com/highlight/detail?id=2524406043","media":"国信证券","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2524406043?lang=zh_tw&edition=fundamental","pubTime":"2025-04-03 13:14","pubTimestamp":1743657261,"startTime":"0","endTime":"0","summary":"24Q4公司经调整净利润为47亿元，经调整利润率13.3%，同比持平，环比下降1pct。24Q4，快手全站MAU7.36亿，同比+5%。商业化：预计25年电商GMV增长13%。24Q4中小商家GMV同比大幅增长。全年来看，我们预计25年公司广告收入增速在14-15%，AI对在线营销的赋能会逐步释放。我们预计在2025年，可灵AI将实现明显收入侧体现，预计总体收入规模在6000万美元。继续维持“优于大市”评级。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250403133036a6ae1141&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250403133036a6ae1141&s=b","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"tencent","symbols":["LU0348767384.USD","BK1608","LU1720050803.USD","BK1615","81024","LU1794554557.SGD","BK1575","LU2097828557.USD","LU2097828805.USD","LU1251922891.USD","LU0348766576.USD","LU1303224171.USD","LU1770034418.SGD","BK1095","LU2097828631.EUR","LU2097828714.EUR","01024","BK1591","LU1719994722.HKD","LU2097828474.EUR","BK1610","BK1590"],"gpt_icon":1},{"id":"2524547906","title":"映宇宙盤中異動 早盤股價大跌5.33%報1.420港元","url":"https://stock-news.laohu8.com/highlight/detail?id=2524547906","media":"市场透视","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2524547906?lang=zh_tw&edition=fundamental","pubTime":"2025-04-03 10:45","pubTimestamp":1743648304,"startTime":"0","endTime":"0","summary":"2025年04月03日早盘10时45分，映宇宙股票出现异动，股价快速下跌5.33%。截至发稿，该股报1.420港元/股，成交量81.5万股，换手率0.04%，振幅5.33%。资金方面，该股资金流入26.324万港元，流出73.913万港元。映宇宙股票所在的广播行业中，整体跌幅为0.03%。其相关个股中，中国数字视频、凤凰卫视、电视广播涨幅较大，振幅较大的相关个股有映宇宙、有线宽频、电视广播，振幅分别为4.00%、3.57%、1.91%。经调整后，映宇宙集团2024年净利润为2.34亿，较上年同期下降45%。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250403104505972d0161&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, 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10:20","pubTimestamp":1743646811,"startTime":"0","endTime":"0","summary":"2025年04月03日早盘10时20分，快手-WR股票出现波动，股价急速跳水3.44%。截至发稿，该股报52.000港元/股，成交量4600股，换手率0.00%，振幅2.41%。快手-WR股票所在的互动媒体及服务行业中，整体跌幅为1.64%。其相关个股中，乐享集团、齐屹科技、福禄控股涨幅较大，振幅较大的相关个股有交个朋友控股、赤子城科技、美图公司，振幅分别为6.52%、5.26%、3.30%。一年之后，AI正式成为众多互联网科技企业竞技的新阵地，一切从零开始。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250403102013a44c06d3&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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明星公司有贊業績低迷","url":"https://stock-news.laohu8.com/highlight/detail?id=2524763294","media":"电鳗快报","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2524763294?lang=zh_tw&edition=fundamental","pubTime":"2025-04-03 10:09","pubTimestamp":1743646140,"startTime":"0","endTime":"0","summary":"在数字化浪潮汹涌的当下，曾经作为 SaaS 领域明星企业的有赞，如今却面临业绩压力。相关媒体报道显示，SaaS 业务本是有赞的核心驱动力，然而如今却呈现出萎靡之态。在竞争激烈的市场环境中，众多同行的崛起以及客户需求的日益多样化，让有赞的 SaaS 业务逐渐失去往昔的优势。加大研发投入，推出更具创新性和差异化的 SaaS 产品，以满足客户日益增长的需求。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250403101159972cf845&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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09:54","pubTimestamp":1743645244,"startTime":"0","endTime":"0","summary":"4月3日，快手-W(01024)盘中下跌2.0%，截至09:54，报56.3元/股，成交4.4亿元。快手科技主要经营内容是提供全球领先的内容社区和社交平台，通过改进生产工具和服务，让用户更便捷地记录和分享生活，同时提供更好的发现机制，让人们更高效地找到喜欢的创作者和他们创造的内容、商品和服务。根据艾瑞咨询的数据，截至2020年6月30日止六个月，快手在全球范围内是最大的直播平台（以虚拟礼物打赏流水及直播平均月付费用户计），第二大的短视频平台（以平均日活跃用户数计），以及第二大的直播电商平台（以商品交易总额计）。截至2024年年报，快手-W营业总收入1268.98亿元、净利润153.35亿元。","market":"sh","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://finance.jrj.com.cn/2025/04/03095449266767.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"jinrongjie_stock","symbols":["LU1720050803.USD","BK1591","BK1590","LU1770034418.SGD","81024","LU2097828714.EUR","BK1610","LU1303224171.USD","BK1095","LU2097828474.EUR","BK1608","BK1575","LU0348767384.USD","LU1719994722.HKD","LU0348766576.USD","LU2097828805.USD","LU2097828631.EUR","LU1251922891.USD","LU2097828557.USD","01024","LU1794554557.SGD","BK1615"],"gpt_icon":0},{"id":"2524041429","title":"港股科技板塊走勢分化，快手(01024)憑藉AI賦能逆勢走強","url":"https://stock-news.laohu8.com/highlight/detail?id=2524041429","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2524041429?lang=zh_tw&edition=fundamental","pubTime":"2025-04-03 08:35","pubTimestamp":1743640518,"startTime":"0","endTime":"0","summary":"4月2日，港股市场科技板块整体呈现震荡调整态势，然而快手-W股价却逆势上扬，尾盘收涨2.32%，报57.45港元。消息面上，3月31日，快手2025磁力大会在长沙召开。鉴于快手积极融入人工智能技术并有望从中受益，花旗维持对快手的 “买入” 评级。中信证券则评论称，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，全面赋能内容消费、电商经营、本地线索三大业务。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1273617.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["LU1794554557.SGD","BK1615","LU2097828714.EUR","LU1720050803.USD","LU2097828474.EUR","BK1608","BK1575","159741","BK1590","BK1610","LU1251922891.USD","81024","LU1770034418.SGD","LU1303224171.USD","LU0348767384.USD","BK1095","LU2097828631.EUR","BK1591","LU2097828557.USD","01024","LU2097828805.USD","LU0348766576.USD","LU1719994722.HKD"],"gpt_icon":1},{"id":"2524825439","title":"快手-W：AI賦能廣告 流量推動電商增長","url":"https://stock-news.laohu8.com/highlight/detail?id=2524825439","media":"华安证券","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2524825439?lang=zh_tw&edition=fundamental","pubTime":"2025-04-03 00:00","pubTimestamp":1743609600,"startTime":"0","endTime":"0","summary":"电商月活跃买家数为1.43 亿，24 年双十一大促期间快手电商新增用户数超700 万人，买家数的健康增长拉动电商业务收入增长。AI 赋能广告推动营销业务稳定增长24Q4 线上营销收入206.2 亿元，yoy+13.3%，略低于预期，营销业务增长主要受eCPM 高单位数增驱动。风险提示广告和电商增速不及预期；行业竞争格局恶化；国际局势风险；海外业务减亏不及预期；AI 产品商业化不及预期等。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250403203620a6ae8ae7&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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18:35","pubTimestamp":1743590148,"startTime":"0","endTime":"0","summary":"快手正在利用AI重塑商业。近日，在刚刚落幕的快手2025磁力大会上，快手高级副总裁、电商事业部负责人兼商业化事业部负责人王剑伟表示，基于平台繁荣的内容生态和商业生态、AI能力的全面布局，快手能够在AIGC内容生产、投放Agent、营销推荐大模型、出价推理大模型等全流程上对商业营销领域进行重塑。目前，AI技术的运用已经深入到内容消费、电商经营、本地线索以及品牌营销等重点业务中。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://finance.eastmoney.com/a/202504023363709663.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stock_eastmoney","symbols":["LU2097828474.EUR","LU1794554557.SGD","BK1591","LU1770034418.SGD","81024","BK1095","LU0348766576.USD","BK1610","LU2097828714.EUR","BK1590","LU1303224171.USD","LU0348767384.USD","01024","LU2097828631.EUR","LU2097828805.USD","BK1608","LU1251922891.USD","LU2097828557.USD","BK1575","BK1615","LU1720050803.USD","LU1719994722.HKD"],"gpt_icon":1},{"id":"2524468183","title":"每日賣空追蹤 | 快手-W 04月02日賣空量成交1135.38萬股，賣空比例為25.76%","url":"https://stock-news.laohu8.com/highlight/detail?id=2524468183","media":"市场透视","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2524468183?lang=zh_tw&edition=fundamental","pubTime":"2025-04-02 18:11","pubTimestamp":1743588680,"startTime":"0","endTime":"0","summary":"快手-W北京时间04月02日，涨2.32%，卖空量成交1135.38万股，较上一交易日减少30.15%更多个股卖空数据请看下面视窗：卖空数据是观测市场多空博弈的关键指标：短期可反映市场情绪，高卖空比例预示看空预期，但极端值可能触发轧空反弹；长期结合基本面恶化则预警下行风险。需注意其局限性：卖空行为包含对冲需求，未必单纯看空；机构可能通过衍生品做空未体现在数据中，且散户跟风易扭曲信号。股市有风险，请谨慎决策。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250402181124a44b1cbc&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, 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17:32","pubTimestamp":1743586333,"startTime":"0","endTime":"0","summary":"智通财经APP讯，有赞(08083)发布公告，该公司于2025年4月2日斥资100.45万港元回购1000万股股份，每股回购价格0.1-0.101港元。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1273316.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"shareholding,buyback","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["BK1109","BK1516","BK1518","BK1583","08083","BK1590"],"gpt_icon":0},{"id":"2524599244","title":"大廠AI核心圈，快手不是大哥","url":"https://stock-news.laohu8.com/highlight/detail?id=2524599244","media":"蓝鲸财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2524599244?lang=zh_tw&edition=fundamental","pubTime":"2025-04-02 17:02","pubTimestamp":1743584569,"startTime":"0","endTime":"0","summary":"短剧+AI，几乎带飞了快手。不仅是内容消费，快手正加速AI在商业领域的落地应用。在刚过去的快手2024财年电话会上，AI几乎成了机构分析师们嘴里唯一感兴趣的话题——从AI大模型算力投入，到未来的商业化布局，快手似乎已经摆脱了短视频社区的顽固标签，试图快速冲向AI核心圈层。从去年6月推出可灵AI大模型并发布视频内容生成产品后，快手很快就上线了会员付费功能。但无论是在短剧还是AI领域，快手都将面临更强大的对手们。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://www.lanjinger.com/d/254425","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"lanjinger_stock","symbols":["LU1303224171.USD","LU1720050803.USD","01024","LU1251922891.USD","LU1794554557.SGD","BK1095","BK1590","LU2097828805.USD","LU2097828714.EUR","LU2097828631.EUR","BK1575","LU2097828474.EUR","LU0348766576.USD","BK1610","LU1719994722.HKD","LU2097828557.USD","81024","BK1608","LU0348767384.USD","BK1615","BK1591","LU1770034418.SGD"],"gpt_icon":1},{"id":"2524823864","title":"收入68億！直播公司做短劇：一年推千部短劇，總營收增長僅0.1%？","url":"https://stock-news.laohu8.com/highlight/detail?id=2524823864","media":"蓝鲸财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2524823864?lang=zh_tw&edition=fundamental","pubTime":"2025-04-02 13:43","pubTimestamp":1743572607,"startTime":"0","endTime":"0","summary":"3月28日，直播社交业务起家的上市公司——映宇宙披露2024年年度财报！经调整，年内净利润为2.34亿，较上年同期下降45%。其中，微短剧业务板块总营收约13.1亿元，占集团总营收比重达19.1%。根据财报披露，截至2024年12月31日，集团总营收68.5亿元，同比2023年度的68.45亿元，增长0.1%，同期收益相比保持稳定。在收入结构上，具体到各业务板块，增值服务业务总营收约为50.38亿，同比下降3.49%，是唯一出现下降趋势的业务板块；","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://www.lanjinger.com/d/254455","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"lanjinger_stock","symbols":["BK1590","BK1095","03700"],"gpt_icon":0}],"pageSize":20,"totalPage":8,"pageCount":1,"totalSize":154}]}}