摩根大通研究报告指,重申快手-W(01024.HK) 为其于内地数码娱乐行业的首选。该行对可灵AI的变现前景感到乐观,因关键垂直行业如广告等有大量需求,预期可灵AI未来5年收入有强劲的高双位数增长。至于核心广告业务,该行料2025年次季起,每季的按年增加会加速,由内部及外部广告的变现加速所推动,并认为快手是一个较少被留意到的合理价格成长型(GARP)股份,料其2026年至2027年纯利复合增长率...
Source Link摩根大通研究报告指,重申快手-W(01024.HK) 为其于内地数码娱乐行业的首选。该行对可灵AI的变现前景感到乐观,因关键垂直行业如广告等有大量需求,预期可灵AI未来5年收入有强劲的高双位数增长。至于核心广告业务,该行料2025年次季起,每季的按年增加会加速,由内部及外部广告的变现加速所推动,并认为快手是一个较少被留意到的合理价格成长型(GARP)股份,料其2026年至2027年纯利复合增长率...
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