* 中国短视频平台--快手1024.HK周四早盘一度升3.5%,报53.45港元,早市收高2.4%。
* 野村在报告中表示,将快手评级由“中性”上调至“买入”,目标价从55港元上调至63港元,因盈利前景积极、估值不高。
野村并指,许多大型互联网平台已投入新一轮竞争,盈利前景有所削弱。然而,快手是野村研究覆盖范围内少数仍能实现稳定盈利增长并提供良好盈利能见度的公司之一。与同行纷纷增加用户补贴不同,快手反而决定优先投资其人工智能应用。
* 快手今年迄今劲涨27.9%,同期恒生指数.HSI大幅上扬16.7%。
* 恒生科技指数.HSTECH早盘收涨1.6%。(完)
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(发稿 徐凯文;审校 吴云凌)
((kaiwen.xu@thomsonreuters.com))
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