《大行》中银国际升快手(01024.HK)目标价至65元 料次季业绩符预期

阿斯达克财经
Jul 07, 2025

中银国际发表报告,预计快手-W(01024.HK) 将于8月下旬公布第二季业绩,料营业额较去年同期增长11%,经调整净利润率为14.6%,均符合市场预期。该行认为快手的人工智能执行策略进展良好,尤以可灵产品为然,产品端性能持续迭代,与内生的核心广告和电商业务的融合协同,拓展多种外部行业的2B客户,针对2B和2C的多样商业化变现方式及灵活定价机制,以及产品品牌的宣传活动。该行目前估计可灵将于2025...

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