KEEP(03650)盘中涨超10%,本月股价累计涨超60%。截至发稿,股价上涨9.42%,现报7.90港元,成交额1.63亿港元。
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。
国泰君安表示,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。
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