摩根大通发表报告指，快手(01024.HK) 首季可灵AI收入驱使该行将其目标价由70元轻微上调至71元，维持“增持”评级。由于管理层预期2025年第二季线上广告收入按年增长加速至双位数，以及可灵变现进度加快，快手昨日股价在业绩公布后上涨5%。
该行将可灵全年收入预测从4.5亿元上调至7.5亿元。同时预期，快手下半年线上广告收入将进一步加速，带动第三季和第四季盈利按年增长分别达到27%及23%。重申快手是其在中国数位娱乐的首选，主要是因为快手在广告和电子商务领域的单一化程度较低，预期未来几年其增长速度将快于整体广告市场。(ha/a)(港股报价延迟最少十五分钟。沽空资料截至 2025-05-28 16:25。)
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