You are browsing the Hong Kong website, Regulated by Hong Kong SFC (CE number: BJA907). Investment is risky and you must be cautious when entering the market.
港股異動 | 科技股集體回暖!快手大幅反彈近16%,大摩料其四季度廣告及電商GMV增長再加速

11月11日消息,$快手-W(01024.HK)$今日大幅反彈,截至發稿,該股漲近16%,報47.2港元,成交額10.95億港元。

此前,快手正式宣佈,將在11月19日獨家直播周傑倫線上「歌友會」。截至發稿,快手平臺上的預約人數已經超過1500萬。

機構觀點方面,摩根士丹利發表研究報告指出,快手在高毛利的業務(廣告及電商)推動下,料其2022及2023財年的收入預測增長多於70%及90%;此外,該行預計受惠於「雙11」,快手今年第四季的廣告及電商交易總額(GMV)增長再次加速。該行料快手明年能夠實現盈利。

摩根士丹利下調快手的第三季廣告收入增長預測至按年升5%,第四季增長百分比下調至高單位數(相對於第二季增長10%)。給予快手評級「增持」,目標價60港元。

裏昂發表研究報告指出,快手電商業務增長保持穩健,但外部廣告需求再受宏觀不利因素影響。該行預期快手於第三季的總收入按年增長10%至226億元人民幣,料外部廣告收入按年跌6%,但估計電商交易總額(GMV)維持25%的按年增長。

該行認爲,快手重新開放廣告外鏈,包括在短視頻和直播中設置購買商品鏈接,有望吸引更多外部廣告需求。惟由於外部廣告的不確定性,該行將快手2022及2023財年收入預測下調3.5%,將其目標價由85元降至77.5元,重申「買入」評級。

瑞信發表報告表示,預料內地互聯網行業第三季盈利勝預期,主要是削減成本所帶動,但由於宏觀經濟持續疲軟延伸至第四季,該行業收入展望或受到影響。該行表示,看好$騰訊控股(00700.HK)$$京東集團-SW(09618.HK)$$快手-W(01024.HK)$等,料短線有強勁的表現。

Follow us
Find us on Facebook, Twitter , Instagram, and YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!
Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.
uSMART
Wealth Growth Made Easy
Open Account