【杰富瑞给予快手买入评级,目标价81港元】6月26日,杰富瑞发布报告,指出快手旗下可灵AI在数据观测、算力及AI能力上领先,有差异化定价策略和庞大潜在市场。在多个推动力作用下,快手下半年线上市销收入预计同比上升,电商市场份额扩张,618推广更趋理性,多个业务层面利润率向好。该行给予快手买入评级,目标价81港元。 报告提到,可灵AI加快货币化进程,有多个竞争优势,用户粘性强、产品体验好。收入组成上,...
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