快手(01024.HK)曾续涨近半成 汇丰首予「买入」评级
继野村後,汇丰昨天也首予快手-W(01024.HK)「买入」评级,该股由上市低位(250元但仍高於上市价逾1倍)连升第四天,今天股价曾涨4.9%至323元,暂受制20天线(334.15元)之下,现造316.8元,续升2.9%,成交632万股。
汇丰首予快手「买入」评级看400元。报告认为公司未来有更多催化剂,包括广告和电商货币化未反映、产品组合移至更高利润和可视性的广告,料可贡献2022年收入的一半、投资科技、直播电商,以及稀缺性溢价。
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