港股異動丨快手漲4%創近2年新高,瑞銀稱Q2業績可能是下一個積極催化劑
快手-W(1024.HK)盤中一度漲4%,報70.9港元,股價創2023年8月初以來新高。瑞銀近日發佈研報稱,近期行業調研顯示,618購物節表現強勢,預計快手二季度業績能達該行預期,並認爲快手在下半年推出的廣告產品,包括更多AI功能,應能釋放更多廣告預算。瑞銀重申對快手的“買入”評級和83.4港元的目標價,主要基於:1) 快手在中國廣告和電商領域的表現優於同行,且估值合理(2025年預期市盈率爲12倍,低於中國互聯網大型股平均14倍的市盈率);2) 人工智能領域的進展爲未來增長提供了上行空間。市場尚未充分反映快手下半年廣告業務加速增長的潛力,而第二季度業績可能是下一個積極催化劑。

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