另一方面，公司的AI应用也会改善内容创造及建议。其中，可灵大模型可创造1分钟以上影片。该行预计，快手可维持约15%商品交易总额增长，下半年经调整纯利约85亿元人民币。CITIC Lyon expects Kuaishou to maintain a 15% increase in total commodity transactions, with an adjusted net profit of about 8.5 billion yuan in the second half of the year.
The Zhitong Finance App learned that CITIC Lyon released a research report stating that it maintains the Kuaishou-W (01024) “superior to the market” rating, with a target price of HK$70, and continues to benefit from its content advantages to drive e-commerce sales.
The bank pointed out that Kuaishou's e-commerce strategy focuses on driving more product sales than subsidized sales. It is optimistic that it will continue to promote internal advertising transformation through comprehensive promotion platforms and simple advertising products. At the same time, it can also see external advertising expenses from short dramas, mini-games, and novels.
On the other hand, the company's AI applications will also improve content creation and suggestions. Among them, the Keling model can create movies of more than 1 minute. The bank expects Kuaishou to maintain a 15% increase in total commodity transactions, with an adjusted net profit of about 8.5 billion yuan in the second half of the year.
