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研報掘金丨華安證券:快手月活人數再創新高,“直播+”服務穩步發展
格隆匯6月7日丨華安證券6日研報指出,快手-W(1024.HK)月活人數再創新高,搜索功能日臻完善。23Q1快手搜索的月均用户超過4.2億,平台的單日搜索次數峯值突破6.5億次。公司線上營銷服務收入達130.6億(YOY +15.1%),與彭博預期持平。其中,內循環廣吿仍是公司廣吿收入增長的主要驅動因素,外循環廣吿待進一步復甦。另外,公司“直播+”服務也在23Q1穩步發展,快聘業務的日均簡歷投遞量峯值達到50萬份;理想家業務覆蓋全國70多個城市,23Q1累計交易總值超過人民幣80億元。此外,公司加強海外本地的運營能力,擴大廣吿客户覆蓋範圍並優化產品組合及服務能力,確保海外用户健康、穩健增長。維持“買入”評級。

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