知乎(2390.HK/ZH.US)價值獲長線基金認可,富達國際增持至152.5萬股
北京時間5月13日,全球知名投資機構富達國際(Fidelity International)向美國證券交易委員會(SEC)提交的13-F報吿顯示,2025年第一季度大幅增持知乎,持股從2024年末的12.8萬股增長至152.5萬股,佔知乎全部發行在外總股本的1.7%。
該報吿披露了富達國際截至2025年3月31日所持有美股股票和持倉規模。富達國際作為國際知名的幾大長線基金之一,以選股審慎著稱。 從知乎其他13-F報吿信息來看,這也是2024年以來首次有新的長線基金顯著增持知乎。
消息面上,知乎2024年Q4財報顯示,其營收8.6億元,經調整淨利潤9710萬元,經調整經營利潤2310萬元,自上市以來,首次實現單季度全面盈利目標。知乎在AI領域的佈局也緊密依賴和聯動社區優勢。旗下AI搜索產品知乎直答今年初接入"滿血版"DeepSeek-R1,支持搜索結果直接溯源知乎答主真實創作,以強化社區真人創作者的價值。
受益於扭虧為盈和AI增長前景的消息面助推,知乎股價自今年以來持續回升。2月,中信里昂將知乎評級從"持有"上調至"跑贏大盤",目標價從3.85美元上調至7美元。3月,知乎2024年Q4財報發佈後,花旗集團、中金公司、廣發證券等分析師也相繼上調了對知乎的目標價,均調至6美元以上。
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