快手本周累涨近30%！可灵AI全球月访问用户激增，小摩指下一个催化剂应为第四季财报
3月7日，快手-W再涨超6%，本周累涨近30%！可灵AI全球月访问用户激增，小摩指下一个催化剂应为第四季财报。
消息面上，今年1月，快手可灵AI全球月访问用户总数环比增长113%。值得一提的是，此次国新办吹风会对可灵AI的重点提及进一步提升了市场对快手在AI领域布局的信心。《政府工作报告》起草组成员、国务院研究室副主任陈昌盛提及快手旗下的视频大模型可灵，称其在国际上的评价已超越Sora。
摩通大根指出，快手拥有独特的内容生态系统及庞大的忠实用户群，而这些优势仍尚未充分变现。摩通预期，快手下一个催化剂应为2024财年第四季财报，并预期管理层将提供人工智能对快手核心应用程序及可灵大模型影响的更新。广发证券表示，随着可灵AI生态的不断完善，其在AI视频生成领域的龙头地位将进一步巩固，有望为快手带来新的业绩增长点，推动公司在AI赛道持续领跑。
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