金吾财讯 | KEEP(03650)股价走高，截至发稿，涨11.22%，报8.03港元，成交额7428万港元。消息面上，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。该行续指，Keep公司已在布局AI，如通过AI生成课程辅助内容创作，为用户提供个性化课程和训练计划，从内容驱动模式转变为数据驱动模式，提升用户体验、降低成本。同时，海外已经上线Fitpulse(训练计划/课程)、Gogogola、CalCut(健康饮食记录/饮食计划)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。
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