智通财经APP获悉，KEEP(03650)涨超6%，截至发稿，涨6.26%，报6.96港元，成交额1.07亿港元。
消息面上，KEEP创始人王宁近日发布名为《十载同行，向新而生》的全员信，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去年已在海外上线FitPulse、Gogogola、CalCut等多款AI应用，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。
华福证券日前研报指出，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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