《大行》花旗維持快手(01024.HK)「買入」評級 繼續看好核心業務發展
花旗發表研究報告指,近日與快手(01024.HK)首席財務官金秉等管理層溝通,討論包括可靈AI迅速發展、AI技術與業務營運的整合、電商業務最新動態與展望、國內市場競爭格局以及股東回報等範疇。花旗表示繼續看好快手核心業務表現穩定、視頻生成模型擁有行業領先地位及其估值具吸引力,維持「買入」評級。
管理層透露,AI相關功能日均消費額已達3,000萬元人民幣,電商業務在618大促期間表現符合預期,且年初至今競爭情況有所改善,未來首要任務將是強化直播電商、優化貨架電商及提升佣金率。花旗給予快手目標價66元,對應2025年每股經調整盈利預測的約13倍。
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