快手-W今日上午盘中大涨5.03%,引发市场关注。从消息面来看,主要有以下两个原因推动了上涨。
第一,近日快手电商发布了2025年货节战报,数据显示年货节期间快手电商在各大领域均实现了强劲增长。泛货架GMV同比大涨71%,搜索GMV同比更是猛增119%。此外,直播间GMV增速超100%的主播数近2.2万个,成交破千万GMV直播间数同比增长53%,短视频挂车GMV同比增长51%,达人分销GMV同比增长59%。可见快手电商在年货节期间电商业务收入有望大幅增长,带动公司整体营收和利润同步提升。
第二,近日快手对商业化及电商事业部进行架构调整。新设立业务中心和产品中心,并对相关负责人进行任命,进一步优化了电商事业部的结构和管理,有利于提高整体运营效率。
综合来看,快手年货节期间电商业务大热以及事业部架构优化,增强了市场对公司长期发展的信心,这是今日推动公司股价大涨的主要原因。
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