3月7日，快手(01024)逆势上涨，截至收盘，股价报 63.7 港元，涨幅达 4.77% 。本周以来，快手股价累计涨幅更是超过 25%，走势强劲。
消息面上，花旗昨日发布研报维持对快手 - W “买入” 评级。花旗指出快手股价此轮上涨，潜在受惠于今年中国政府工作报告中首次提出要推行人工智能+行动，加上《政府工作报告》起草组成员、国务院研究室副主任陈昌盛在记者会上提及可灵大模型在国际上的评价已经超过了Sora。随着政策面对于人工智能领域的持续支持，快手在 AI 赛道的布局有望迎来更多发展机遇。
此前，摩根大通也发布研报给予快手 - W “增持” 评级，该行指，快手拥有独特的内容生态系统及庞大的忠实用户群，而这些优势仍尚未充分变现。摩根大通预期，快手下一个催化剂应为2024财年第四季财报，并预期管理层将提供人工智能对快手核心应用程序及可灵大模型影响的更新，因此，该行给予快手“增持”评级。
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