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%以上的按年增长。于第二季，该行料快手收入/经调整净利可能分别较去年同期增长11.6%/10%至346亿/51亿人民币。电子商务竞争的不确定性可能会被人工智能的提振部分抵销。重申快手“跑赢大市”评级及目标价67港元。(ha/u)(港股报价延迟最少十五分钟。沽空资料截至 2025-05-27 16:25。)
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