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港股異動 | 快手漲超7%,11月以來股價累漲超125%, 大和上調其目標價至85港元
uSMART盈立智投 12-13 11:01

12月13日,$快手-W(01024.HK)$漲超7%,自11月以來股價累漲逾125%,今日盤中股價一度觸及72.9港元,創今年8月下旬以來新高。截至發稿,該股漲7.13%,報72.85港元,成交額12.08億港元。

大和最新研報指,公司計劃通過建立商店系統支持更多商戶,以及使用演算法優化用戶體驗等營運策略,捕捉直播電商業務的機會。該行相信電商生態圈能成爲公司最強的收入增長來源。此外,隨着內地疫情措施優化及經濟明年逐漸恢復,該行相信廣告市場能夠重拾動力。維持「買入」評級,目標價由78港元上調9%至85港元。

交銀國際發佈報告稱,快手強化垂直行業服務能力,有望促進產品、流量運營和商業化的更好協同。考慮23年海外虧損收窄及運營效率提升,快手有望提前實現公司整體扭虧爲盈。維持「買入」評級及目標價89港元。

此前,摩根大通也指出,快手的收支平衡指日可待,考慮到明年首季季節性疲弱因素,預期公司將於今年第四季或明年第二季可達收支平衡。

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