异动解读|快手-W盘中上涨3.52%,可灵AI商业化超预期引多家大行上调目标价

行情直击
May 29

5月29日,快手-W盘中上涨3.52%,报46.46港元,成交额16.0亿港元。

消息面上,快手于5月27日发布第一季度业绩,可灵AI成最大亮点。财报显示,一季度可灵AI收入超6.5亿元,同比增长超300%;3月年化收入运行率(ARR)近5亿美元,较去年同期的1亿美元增长4倍,远超此前管理层指引。收入增长源于B端企业客户API调用与P端付费会员订阅的双轮驱动,海外收入占比约75%。

财报发布后,多家投行上调目标价:摩根士丹利将可灵年底ARR预测由8.4亿美元上调至10亿美元,维持"增持"评级;瑞银上调目标价至70港元,维持"买入";大和上调目标价至72港元,重申"买入"。不过,公司整体一季度经调整净利润同比下滑26.3%至33.7亿元,直播收入同比下降13.5%,核心业务增长仍承压。

(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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