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港股異動 | 短視頻概念股普漲 快手、微盟漲4%
格隆匯10月22日丨短視頻概念股走強,其中快手,微盟漲4%,映客漲2%,樂享集團,恆騰網絡漲1%。瑞信22日發表報吿,指在廣吿、電商和直播業務的推動下,預計快手今年第三季總收入為200億元人民幣,按年增長31%。將快手2021、2022財年盈利預測分別上調12%和9%,以計入低於預期的用户獲取和海外支出,並將目標價由135港元上調至140港元,維持“跑贏大市”評級。考慮到假期和奧運會等內容,預測公司月活躍用户人數(MAU)和平均日活躍用户(DAU)按季增長7%,全年的平均日活躍用户將按年增長16%,至第四季度的3.2億。另外,截止今年10月,快手平台的短劇日活用户規模達到2.3億,創作者規模增速超32%。短劇創作者的總收入已超過10億,作者日均收入較去年提升三倍以上,短劇創作者廣吿收入截至7月就已超去年全年。微盟集團21日發佈公吿,2021年10月21日耗資499.9萬港元回購39.3萬股,回購價格每股12.66-12.76港元。

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