《大行》里昂:快手(01024.HK)第一季业绩符预期 维持67元目标价

阿斯达克财经
May 28, 2025

里昂发表报告指,快手(01024.HK) 第一季业绩符合预期,总营收和经调整净利分别为326亿和46亿人民币,较去年同期增长10.9%/4.4%。快手电商GMV维持健康,按年增长15%至3,320亿人民币,线上营销服务收入仅按年增8%。该行预期第二季快手GMV按年增长可能放缓至13.5%,线上营销服务收入增长可能低于GMV,料年成长率12%,但其他服务的营收在“可灵AI”营收的带动下可能有20%...

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