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《大行》摩通微升快手(01024.HK)目標價至71元 重申中國數位娛樂首選
阿思達克 05-29 10:26
摩根大通發表報告指,快手(01024.HK)首季可靈AI收入驅使該行將其目標價由70元輕微上調至71元,維持「增持」評級。由於管理層預期2025年第二季線上廣告收入按年增長加速至雙位數,以及可靈變現進度加快,快手昨日股價在業績公布後上漲5%。 該行將可靈全年收入預測從4.5億元上調至7.5億元。同時預期,快手下半年線上廣告收入將進一步加速,帶動第三季和第四季盈利按年增長分別達到27%及23%。重申快手是其在中國數位娛樂的首選,主要是因為快手在廣告和電子商務領域的單一化程度較低,預期未來幾年其增長速度將快於整體廣告市場。
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