8月12日，快手午后跌幅扩大至10%，成交额超59亿港元！近日携手美团切入外卖赛道，此外该公司将于8月21日公布季度业绩。
近日，快手本地生活在“团购”页面上线独立“外卖”入口。用户点击“外卖”进入页面下单，选择“在线点单”后跳转至第三方小程序，由第三方提供人力配送。快手官方回应称，此举是“第三方合作共建为主”的延续，集中推介优质餐饮商品，未来将覆盖更多品类。快手以“流量开放+第三方共建”模式切入外卖赛道，战略重心转向为美团等合作伙伴导流变现。
近期港股企业将密集公布中报，据悉，快手将于8月21日公布业绩。光大证券在最新业绩前瞻中指出，25Q2广告改善预计驱动快手业绩平稳向上，关注可灵AI估值弹性。该机构预计，25Q2及后续快手广告业务有望受益于泛货架投放链路优化与AI素材辅助能力增强，电商则有望在运营提效下延续较快增长。小幅调整2025-27年经调整净利润预测至201.5/241.9/277.6亿元（相对上次预测分别+0.1%/+0.1%/+0.2%）。考虑到可灵AI持续释放潜在估值弹性，上调快手目标价至84.3港元，维持“买入”评级。
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