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《大行》大摩升快手(01024.HK)目標價至67元維持「與大市同步」評級 上調「牛市」情境目標至91元
阿思達克 07-31 11:37
快手(01024.HK)今早輕微高開0.1%後持續向上,盤中曾高見78.45元一度彈高8.4%,最新報77.75元上揚7.4%,成交額39.08億元。內媒報道,可靈AI繼登上《新聞聯播》後,又登上了央視《焦點訪談》節目。《焦點訪談》報道,過去一年多的時間,可靈AI進行了超過30次的疊代,影片生成大模型的創作能力不斷突破。目前,產品在北美、歐洲、東亞等市場用戶增長很快,全球累計用戶已超過4,500萬。據此前公開消息,今年4月可靈對外公佈全球用戶已達2,200萬,至今僅3個月便翻番。 摩根士丹利發表報告,料快手今年上半年收入將按年增長12%達350億人民幣,料調整後淨利潤按年增長10%達51億人民幣,基本符合其指引。該行將快手的目標價上調12%,由60元升至67元,將估值基準向前推展6個月至2026年6月,並納入最新的匯率預測,維持對其「與大市同步」評級,而該行對快手的「牛市」情境目標價則由82元升至91元,相當於預測市盈率17倍。 大摩料快手旗下可靈今年貢獻約6,000萬美元收入。(wl/u) ~
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