快手大涨逾10%!瑞银指其影像生成AI可灵具有全球领先的竞争力

智通财经
18 Feb

2月18日,快手-W午后持续上攻,现涨超10%,报59.15港元,成交额超59亿港元。

消息面上,快手旗下的可灵AI此前向全球推出“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。据悉,新推出的“多图参考”模式, 能够理解和整合多个图片中的不同主体,根据用户的文字描述,创造性地生成融合视频,进一步攻克了AI视频生成中的一致性难题。瑞银表示看好快手,指其影像生成AI具有全球领先的竞争力,给予“买入”评级,目标价76.4港元。

瑞银此前研报指出,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。

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