大行評級|高盛:上調快手目標價至68港元 看好可靈AI增長潛力
高盛發表研究報告指,快手可靈AI影片及圖像生成工具表現強勁,4月及5月訂閱量穩健,看好其增長潛力。該行將快手目標價從63港元上調至68港元,維持“買入”評級,認爲風險回報具吸引力。
高盛預計,可靈AI所貢獻的收入將從2025年的1.42億美元,增長至2027年的4億美元以上,年均複合增長率達68%,主要來自用戶滲透率提升及企業採用的驅動,以全球AI初創企業15至30倍市銷率爲參考,可靈AI單獨估值可達37億美元。
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