2月17日,KEEP再涨超10%,月内股价累计涨超六成!公司AI应用具备数据优势。
消息面上,KEEP创始人王宁此前发布全员信《十载同行,向新而生》,当中提到对于下一个十年的发展有四个方向,分别是All in AI、发展以数据为核心的硬件生态、KEEP品牌走进更多的运动场景,及拓展全球化版图。值得一提的是,KEEP正加速推进AI布局。Keep去年已在海外上线FitPulse、Gogogola、CalCut等多款AI应用,内容 100%AI 生成,服务运动领域不同细分需求的用户。据悉,2025年Keep将对App 8.0版本再一次升级迭代,在4月会推出带有AI Coach的内测版,并于后期上线全新9.0 AI 版本。
华福证券研报指出,Keep前瞻化布局AI应用,在数据的规模性、丰富度上具备优势。Keep作为国内线上应用平台龙头,其平台的数据在规模性和丰富性上保持领先优势。国泰君安表示,对标美图看好公司AI发展潜力。KEEP同样聚焦垂类场景(占国内线上运动远超第二名的月活,平均月活3000万左右,会员渗透率超 11%),数据聚焦运动,有足够的规模性、全面性和复合性;强有力数据资产在AI应用的背景下将进一步盘活、形成良性循环。
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