《大行報告》大摩:快手(01024.HK)618電商GMV超預期 次季預測有上行風險
摩根士丹利發表報告指,快手(01024.HK)618電商商品成交額(GMV)超預期,次季預測有上行風險,料快手下半年進一步加速增長。目標價85元,評級「增持」
該行指,在6月1日至18日期間,快手訂單量按年增長接近40%;月度付費用戶按年增長接近30%;品牌商品成交額按年增長超過200%;短視頻訂單量按年增長210%;搜索支付商品成交額按年增長130%,反映在公共領域流量的滲透率提高。
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