大行评级|中银国际:上调快手目标价至65港元 预计次季业绩符合市场预期

格隆汇
07 Jul

中银国际发表报告,预计快手将于8月下旬公布第二季业绩,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年贡献总营收的0.8%,并将透过持续的投资保持其全球领先地位。该行将对快手目标价由50港元上调至65港元,维持“持有”评级。

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