异动解读 | 快手股价盘中大涨5.07%,AI业务前景及业绩超预期推动股价上涨

异动解读
Aug 25, 2025

8月25日,快手-W(01024.HK)股价盘中大涨5.07%,引发市场关注。截至11时33分,该股报价78.80港元。

此次快手股价上涨主要受以下因素推动:首先,公司近期公布的二季度业绩超出市场预期。快手二季度营收350.46亿元,同比增长13.1%;经调整利润56.18亿元,同比增长21.6%,均显著超出分析师预期。其次,公司宣布首次派发特别股息,每股0.46港元,合计约20亿港元,彰显了管理层对公司未来发展的信心。

此外,快手在AI业务方面的发展前景也受到市场青睐。公司CFO金秉透露,可灵AI 2025年全年收入预计比今年初目标翻倍,公司将加大在可灵AI上的资本开支。多家券商纷纷上调快手目标价,如野村将目标价从86港元上调至90港元,建银国际更是大幅上调38%至91港元。分析师普遍认为,快手在AI领域的布局将成为公司未来增长的重要驱动力。

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Most Discussed

  1. 1
     
     
     
     
  2. 2
     
     
     
     
  3. 3
     
     
     
     
  4. 4
     
     
     
     
  5. 5
     
     
     
     
  6. 6
     
     
     
     
  7. 7
     
     
     
     
  8. 8
     
     
     
     
  9. 9
     
     
     
     
  10. 10