2024年11月27日,知乎盘中股价大涨5.28%,报收3.78美元/股,交投活跃。
知乎盘中走强的主要原因集中在两个方面:一是公司发布了第三季度财报,财报数据向好;二是公司AI搜索产品"知乎直答"保持高速增长,并进一步向垂直深度场景拓展。
在财报方面,知乎第三季度实现营收8.45亿元,净亏损同比降低96.8%至900万元,创造上市以来减亏幅度最大和单季净亏损额最少的纪录。从利润角度来看,知乎扭亏指日可待。毛利率也达到历史最高63.9%,体现出公司持续的成本效率提升。
收入结构上,付费阅读业务首次占据超半壁江山,达到54%,贡献4.59亿营收,并延续了环比和同比双位数增长态势。职业教育业务虽有所下滑,但自营课程保持正增长,该业务也在进行战略调整,集中资源于优势课程和新学科拓展。
在AI赛道,知乎今年6月上线的搜索产品"知乎直答"表现不俗。第三季度用户访问量增长迅速,10月新增的"专业搜索"功能则是深度场景的探索,可支持文件上传和超长文件解析。围绕知识社区和专业等优势,知乎正在AI搜索场景构建差异化竞争力。
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