智通财经APP获悉，快手-W(01024)涨超4%，截至发稿，涨4.2%，报45.95港元，成交额19.4亿港元。
消息面上，快手旗下的可灵AI近期正式向全球推出“多图参考”模式，这一创新功能进一步巩固了快手在AI视频生成领域的技术领先地位。此前，可灵AI已在全球上线“人脸模型”功能，支持用户通过上传多段视频来训练、定制人脸模型，并参照该人脸模型继续生成视频内容。中金认为，AI Agent(人工智能体)或将成为竞争焦点，相比于模型侧更偏追赶状态，中国互联网公司在应用端的竞争力较强。
瑞银此前指出，展望今年，公司相信可维持其于电商领域的市场份额增长势头，并预计今年上半年有望受惠于家电以旧换新的补贴措施。此外，该行指快手在人工智能(AI)方面的投资已取得显著进展，特别是视频生成能力方面，可灵大模型已领先全球，且管理层计划今年加码投资AI，以提升经营效率并捕捉未来的业务机会。管理层透露，可灵大模型计划在今年加快面向企业(To B)及面向消费者(To C)的变现，有望今年带来可观的收入贡献。
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