焦点板块及个股 | 快手;霸王茶姬;预计日股表现将续与亚太股市持平

中信证券财富管...
19 May

快手 (1024 HK; 50.85港元; 目标价: 67港元) 业绩增速短期承压,关注AI效率提升表现快手在2025年第一季度可能面临增长放缓,总收入同比增长10%,达到人民币323亿元,调整后净利润同比增长4%,至人民币46亿元。由于电商成交总额(GMV)可能仅同比增长15%,且佣金率下降,增长或受限。外部广告收入也可能因2024年第一季度异常高的游戏广告支出而仅实现个位数的增长。预计第二季度...

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