异动解读|快手-W盘中下跌3.08%,Q2利润大降三成后股价持续承压

行情直击
Yesterday

8月24日,快手-W盘中下跌3.08%,报33.32港元,成交额5.09亿港元,股价延续财报发布后的弱势走势。

消息面上,快手于8月19日盘后发布第二季度业绩,Q2总收入355.35亿元,同比仅增长1.4%;经调整净利润39.13亿元,同比下降30.3%;毛利率由去年同期的55.7%降至51.6%。利润下滑主要因AI投入加大,研发开支同比增长34.7%至46亿元。可灵AI虽录得营收超8.5亿元、同比增长超200%,但直播业务收入同比下滑13.5%,广告收入低于市场预期。此外,大和证券于8月20日将快手评级由买入下调至持有,目标价40港元。尽管公司两日合计回购约4.49亿港元股份,但市场对传统业务增长乏力及AI投入期利润承压的担忧仍主导短期走势。

(以上内容均基于市场公开消息,由程序或算法智能生成,仅作为股价异动提醒,不作为投资建议或交易依据。)

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