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　　7月11日消息，快手午后短线走低，一度跌超4%，现跌近4%，成交额超43亿港元。

　　中信建投研报指，快手发布25Q1业绩公告，整体营收符合预期，海外业务运营层面转正。Q1快手实现营收326亿元（yoy+11%），与彭博预期基本一致。Q1公司IFRS净利润为39.8亿元，NPM为12.2%；NonIFRS净利润为46亿，NPM为14.0%。可灵AI商业化变现提速，2025年4月，公司推出可灵AI 2.0视频生成大模型，性能全球领先，标志着其在生成式AI领域的技术壁垒再度提升，1Q可灵收入超1.5亿元，有望助力公司打开成长空间。

　　该机构预计公司2025-2026收入分别为1408/1519亿元，Non-IFRS净利润为196/224亿元，给与25年15倍P/E，目标价为70港币，维持‘买入’评级。

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