大行評級丨大和:重申快手“買入”評級 上調可靈AI全年收入預測
大和發表研究報告指,快手今年首季業績大致符合預期,日均活躍用戶(DAU)創新高達4.08億,日均活躍用戶平均每日使用時間爲133.8分鐘,接近歷史高位水平。期內可靈AI收入達1.5億元。隨着可靈AI變現能力進一步提升,該行將可靈AI全年收入預測升至7億元,並認爲AI投資支出對全年盈利的影響有限。另外,該行預期次季廣告收入將有低十位數按年增幅,下半年恢復至高十位數增長;預期直播業務次季增長5%。至於商品交易總額(GMV),該行預期全年升12%。該行重申對快手“買入”評級,維持目標價70港元。
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