金吾财讯 | KEEP(03650)早盘股价回调,该股前两个交易日累计涨超38%,截至发稿,跌10.22%,报6.41港元,成交额5342.53万港元。
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:1)规模方面,Keep的平均月活保持在3000万左右,会员渗透率11%以上;2)丰富度上,Keep运动类型涵盖跑步、骑行、综训等,仅跑步类别即涵盖超过10万条跑步线路,Keep去年与北马等150个马拉松赛事合作,在个人信息、运动记录、运动偏好、跑鞋及智能穿戴装备数据上均有记录。
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