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《大行报告》杰富瑞对快手(01024.HK)线上广告及电商成交额增长主题正面 重申「买入」评级
阿思达克 04-16 14:18
杰富瑞发表研究报告,重申对快手(01024.HK)的「买入」评级,指出目前行业正受惠於内容消费模式转变,用户投入在网上的时间增加,对快手未来线上广告及电商成交额增长感到乐观。

该行估计,受季节性因素影响,快手今年首季收入将按季下跌约8%至167亿元人民币,预料每月及每日活跃用户数量将较去年第四季增长约8%,至5.14亿及2.93亿人,非国际会计准则净亏损料收窄至50亿元人民币,净亏损率30%。

杰富瑞指出,今年2月份农历新年日活数量达3亿人,平均用户每日浏览时长达100分钟,显示出快手有强大的营销及执行能力。至於线上广告,该行认为将按季持平。

该行估计,全年快手平台成交总值(GMV)可增长104%至7,780亿元人民币,予目标价395元。

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