高盛:予快手-W(01024)买入评级 目标价62港元

智通财经
17 Apr

智通财经APP获悉,高盛发布研报称,快手-W(01024)发布最新Kling AI 2.0视频生成模型(由之前的1.6版本升级),以及Kolors 2.0图像生成模型。Kling AI推出后已积累超2200万用户,月活增长25倍,超1.5万名开发者使用其API服务。管理层预计2025年Kling AI收入达6000万美元,环比增速加快,并长期目标是在全球100亿美元视频制作行业(包括电影、电视剧、短剧、广告等制作)总市场中占据可观份额。现阶段,拓展应用场景、吸引更多专业人士使用至关重要,予12个月目标价为62港元。

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