智通财经APP获悉，快手-W(01024)早盘涨超3%，高见70.9港元创近两年新高。截至发稿，涨2.57%，报69.9港元，成交额19.82亿港元。
瑞银发布研报称，近期举办了快手的高级管理团队路演，投资者对快手的人工智能进展及核心商业业务(广告及电商)反应非常正面，海外投资者对快手的兴趣增加，可能成为未来资金流入的来源。该行认为，根据最近的行业调查，公司第二季度业绩应该符合该行预期。该行认为，其他电商平台近期增加对即时零售的投资，也可能缓解快手电商业务的竞争压力；公司下半年推出的广告产品，包括更多人工智能功能，应该能够释放更多广告主预算；可灵存在每股10-15港元的估值上行空间。
瑞银表示，考虑到快手在中国广告和电商领域的进展以及合理的估值，以及AI业务有望提供上行期权。认为市场尚未充分消化快手第二季度广告业务可能再次加速的潜力，而第二季度的业绩可能成为下一个积极催化剂。维持快手“买入”评级，目标价83.4港元。
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