盤中異動 | 快手-W盤中下跌5%，報於33.95港元
2022年10月28日11時51分，快手-W(HK01024)盤中下跌5%，報於33.95港元，成交額達4.29億港元，換手率達到0.27%。
10月25日訊，交銀國際發研報指，3季度實物商品網上零售額調整後同比增7.1%（對比2季度增3%），呈逐月恢復趨勢。線下消費尤其餐飲復甦承壓，9月餐飲消費同比降1.7%。電商雙十一活動開啓，多個機構將入駐淘寶直播，包括羅永浩和俞敏洪，多元化主播的加盟將拉動用戶活躍度，平臺成熟的服務運營體系將爲商家提供更高的增長空間。電商平臺利潤率提升趨勢將延續。預計3季度，阿裏內地電商GMV降幅收窄至2%，恢復節奏與大盤一致；京東商超品類表現具備韌性，自營同比增8%；拼多多憑藉高性價比用戶心智和更爲剛需的品類結構，GMV有望保持雙位數增長；快手GMV增26%，傭金率或同比略有提升。投資啓示：預計4季度電商GMV增速與3季度基本持平，利潤端同比好轉。建議關注美團（3690HK）核心業務穩健、拼多多（PDDUS）業績具備韌性、京東利潤增長確定性強（JDUS/9618HK）、快手（1024HK）電商快速增長及盈利預期不變，阿裏（BABAUS/9988HK）長期估值回升機率大。
10月27日，東吳證券：看好互聯網板塊中長期投資機會，重點推薦政策面多重受益標的。9月29日，裏昂：首予快手-W(01024)“買入”評級，目標價85港元。9月26日，高盛：首予快手-W(01024)“買入”評級，目標價112港元。
最新的財務數據顯示，公司於2022年1季度，營業收入210.67億人民幣，淨利潤-62.54億人民幣；營業收入同比增加23.78%，毛利潤同比增加25.67%，淨利潤同比增加89.17%。
盈立趨勢長盈模型最近一次交易信號，2022年10月19日出現觀望信號，觸發價格爲47.65港元（信號僅供參考）。
uSMART智能寫手的信息、數據均來自媒體公開報道，智能寫手不能保證其完全準確，內容僅供參考，不構成投資建議。
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