《大行》中銀國際升快手(01024.HK)目標價至65元 料次季業績符預期
中銀國際發表報告,預計快手-W(01024.HK)將於8月下旬公布第二季業績,料營業額較去年同期增長11%,經調整淨利潤率為14.6%,均符合市場預期。
該行認為快手的人工智能執行策略進展良好,尤以可靈產品為然,產品端性能持續迭代,與內生的核心廣告和電商業務的融合協同,拓展多種外部行業的2B客戶,針對2B和2C的多樣商業化變現方式及靈活定價機制,以及產品品牌的宣傳活動。
該行目前估計可靈將於2025年貢獻總營收的0.8%,並將透過持續的投資保持其全球領先地位。維持「持有」評級,目標價由50元升至65元。
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