花旗发表研究报告指，近日与快手(01024.HK) 首席财务官金秉等管理层沟通，讨论包括可灵AI迅速发展、AI技术与业务营运的整合、电商业务最新动态与展望、国内市场竞争格局以及股东回报等范畴。花旗表示继续看好快手核心业务表现稳定、视频生成模型拥有行业领先地位及其估值具吸引力，维持“买入”评级。
管理层透露，AI相关功能日均消费额已达3,000万元人民币，电商业务在618大促期间表现符合预期，且年初至今竞争情况有所改善，未来首要任务将是强化直播电商、优化货架电商及提升佣金率。花旗给予快手目标价66元，对应2025年每股经调整盈利预测的约13倍。(gc/j)(港股报价延迟最少十五分钟。沽空资料截至 2025-06-04 16:25。)
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