野村维持快手目标价55港元以及中性评级

美港电讯
28 May

【野村维持快手目标价55港元以及中性评级】金十数据5月28日讯,野村发报告指,维持快手(01024.HK)目标价55港元以及中性评级。野村指,2025年第一季业绩符合预期,旗下"可灵"大模型表现亮眼。快手2025年第一季收入同比增11%,基本上符合彭博共识和野村的预期。经调整净利润同比增4%至46亿元人民币,高于市场共识2%。电商GMV同比增15%,预计估计直播电商(LSE)年增长为中到高个位数。快手上调"可灵"全年收入预期,从6000万美元上调至1亿美元,因第一季度收入1.5亿元人民币高于预期。

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