You are browsing the Hong Kong website, Regulated by Hong Kong SFC (CE number: BJA907). Investment is risky and you must be cautious when entering the market.
半年三次增持,長線基金富達國際增持知乎至1248.9萬股
格隆匯 08-05 10:25

北京時間7月30日,全球知名投資機構富達國際(Fidelity International)發佈的聯交所權益披露表格顯示,截至7月25日富達基金大幅增持知乎,持股從今年3月末的457.6萬普通股增長至1248.9萬普通股,在知乎全部發行在外A類普通股中的佔比,從1.83%增長至5.01%。

這也是富達國際自2024年末以來,第三次增持知乎。作為國際知名的幾大長線基金之一,富達國際以選股審慎著稱。其在資本市場的動向,也成為股市投資的重要風向標。

業績層面,知乎曾在2024年第四季度實現經調整淨利潤9707萬元,首次實現全面利潤轉正。2025年第一季度延續季度性盈利的強勁勢頭,實現經調整淨利潤694萬元,連續兩個季度Non-GAAP淨利潤盈利。截至第一季末,知乎現金及現金等價物、定期存款、受限資金及短期投資合計47.7億元。

業務層面,知乎立足於自身優質內容和專家網絡優勢持續加大AI投入,藉助知乎直答等AI應用作為落地觸角,推進“高質量內容 x 可信專家網絡 x AI能力”的協同進化,打造人工智能時代的差異化優勢。數據顯示,知乎已經形成一個龐大的科技和AI領域專家網絡,其中包括:1600萬參與科技和AI話題討論的持續學習者,365萬相關話題下的深度創作者,15萬來自科研機構、企業和媒體的生態鏈接者,每月有超過5000萬的活躍用户關注科技互聯網和AI的相關內容。這些專家和內容優勢,讓知乎成為最活躍的AI專業討論場、開發者首發項目的平台,以及技術人才流動的新通道。

受益於持續的盈利改善和AI戰略的穩步推進,知乎呈現出強勁的增長路徑和投資價值。除長線基金連續增持之外,今年以來,中信里昂、花旗集團、中金公司、廣發證券等分析師相繼調高知乎評級及目標價,看好其未來的長線發展。

Follow us
Find us on Facebook, Twitter , Instagram, and YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!
Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.
uSMART
Wealth Growth Made Easy
Open Account