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《大行》瑞銀對快手(01024.HK)保持樂觀態度 目標價95.37元
阿思達克 09-25 10:47
瑞銀研究報告指出,快手(01024.HK)可靈2.5 Turbo模型在文本理解方面實現重大飛躍,能解讀複雜的多步驟指令,使用戶能以文本描述複雜的視頻序列,例如動態、角色互動和場景轉換。這提供了更精細的創意表達控制。 瑞銀對快手保持樂觀態度,原因包括:合理估值下的增長(今明兩年15倍、12倍市盈率,2024至2026財年每股盈利年均複合增長率20%);視頻生成AI的上行潛力;投資者持倉相對較低。 基於SOTP方法,瑞銀予快手12個月目標價95.37元,隱含2025財年不含可靈市盈率14.4倍,評級「買入」。
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