一、核心观点与评级调整交银国际发布研报，维持快手-W的“买入”评级，并将目标价提升至64港元。基于快手在AI算力领域的投入及其商业化潜力，特别是可灵领先的视频生成能力，交银国际给予其估值溢价。预计2025年快手经调整净利率为14%，利润预期为203亿元，基于13倍2025年市盈率进行估值。当前股价较目标价有31%的上涨空间。二、业绩表现与财务数据快手2025年第一季度总收入为326亿元人民币，同比...
Source Link一、核心观点与评级调整交银国际发布研报，维持快手-W的“买入”评级，并将目标价提升至64港元。基于快手在AI算力领域的投入及其商业化潜力，特别是可灵领先的视频生成能力，交银国际给予其估值溢价。预计2025年快手经调整净利率为14%，利润预期为203亿元，基于13倍2025年市盈率进行估值。当前股价较目标价有31%的上涨空间。二、业绩表现与财务数据快手2025年第一季度总收入为326亿元人民币，同比...
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