今日盘中,运动健身平台Keep(03650)股价大涨5.18%,引发市场广泛关注。
消息面上,近期Keep明确提出"All in AI"的十年发展目标,计划从内容驱动向数据算法为核心的运动AI转型,市场看好Keep的AI布局前景。目前Keep已在课程内容、个性化训练计划等方面引入AI技术,未来还将加大AI应用的投入力度。而作为国内头部在线运动平台,Keep月活用户达3000万,会员渗透率超11%,在运动健康数据方面积累了丰富资源,为其AI技术应用奠定了良好基础。
分析人士认为,随着国产大模型AI技术的突破,以及AI在教育、人力资源、在线消费等领域的落地应用场景不断丰富,Keep以AI驱动的运动健康服务模式有望获得新的增长动能。未来Keep能否顺利实现AI布局转型,实现科技创新和业务模式升级,将成为投资者持续关注的重点。
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