老虎资讯综合01-05
1月5日，快手-W盘初涨超11%，成交额超27亿港元，总市值达3180亿港元。
延伸阅读：可灵年底“连环升级” ，统一多模态O1+2.6音画同出+数字人2.0。华福证券发布研报称，可灵AI功能迭代带来商业化空间进一步提升。以可灵2.6模型为例，同样生成5秒的视频，快手1.6模型“标准模式”收费20个灵感值，高品质模式收费35个灵感值；而可灵2.6模型，仅支持高品质模型，收费50个灵感值。价格提升，进一步打开商业化空间。
国联民生证券则表示，快手主业稳健增长符合预期，可灵发布新版本Q4流水环比有望提升，短期黑天鹅事件或有波动，当前位置估值性价比高，建议关注黑天鹅事件落地后的投资机会。
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