《大行報告》中信証券:快手-W(01024.HK)兼顧商業變現與使用者內容生態 平台穩健向好發展
中信証券發表報告指,快手-W(01024.HK)在投資者日分享發展策略,核心戰略是通過內容互動、商品服務以及變現,連接用戶、創作者及商家的多邊網絡。作為龍頭短視頻平台,快手有望持續優化產品模式、內容戰略及商業化能力,同時把握經濟復甦機遇,實現流量和商業化收入的持續增長。
該行看好公司降本增效戰略、以及平台生態和商業化增長動力,相信未來毛利率、銷售費用率和淨虧損率有望持續優化。維持「買入」評級,目標價90元。
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