快手续升3.19% 机构料第二季电商GMV同比增14%

金吾资讯
29 May

金吾财讯 | 快手(01024)延续升势,截至发稿,涨3.19%,报53.3港元,成交额6.24亿港元。消息面上,交银国际研报指,快手2025年1季度总收入/经调整净利润同比增11%/4%,基本符合预期。经调整净利率14.0%。电商GMV同比增15%,符合预期。该机构预计2季度:电商GMV同比增14%,达人分销或带动佣金率小幅优化。广告恢复同比双位数增长,其中商城场域广告投放受益于基建完善或促进内...

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