智通财经APP获悉，KEEP(03650)涨超7%，月内股价已累涨近五成。截至发稿，涨7.04%，报7.3港元，成交额1.02亿港元。
消息面上，KEEP创始人王宁近日发布全员信《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。
国泰君安指出，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；此外，公司不断强化现有产品矩阵、拓展会员专属内容、扩大线下活动范围，传统业务亦优秀。
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