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大行評級|麥格理:維持快手“跑贏大市”評級 第三季業績符合預期
格隆匯 11-22 11:56

麥格理髮表研究報吿指,快手第三季業績符合預期,商品成交金額(GMV)按年升15%至4,640億元的同時,達到日均活躍用户逾4億的目標。另外,由於高質量內容加上程序內購及廣吿內購的雙重變現方式,以短劇為主導的市場營銷支出按年增長3倍。另一方面,隨着可靈AI(Kling AI)的快速迭代和採用,來自客户的每日人工智能生成內容(AIGC)支出已超過2000萬元,反映顯著的變現進展。

該行預期快手今明兩年收入分別為按年增長13%及12%,維持“跑贏大市”評級,目標價72.7港元。

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