异动解读|快手-W盘中下跌3.09%,业绩承压叠加机构减持延续弱势

行情直击
Sep 09

9月9日,快手-W盘中下跌3.09%,报32.02港元,成交额10.68亿港元,股价再度逼近8月底创下的近四年新低。

消息面上,公司此前披露的二季度业绩持续压制市场情绪。二季度收入355.35亿元,同比仅增1.4%,经调整净利润39.13亿元,同比下降30.3%,毛利率从55.7%降至51.6%。与此同时,贝莱德于8月底将好仓比例降至4.99%,UBS亦减持至7.87%,机构资金持续流出。尽管旗下可灵AI投后估值达180亿美元,获国家人工智能基金14亿元战投入股,但母公司市值与子公司估值倒挂的格局加剧了市场对核心业务盈利能力的担忧。摩根士丹利此前已下调评级至与大市同步,目标价降至40港元。

(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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