大华继显发表报告指出,快手有望自2025年第二季起实现广告收入加速增长,主要受惠于广告技术升级。此外,旗下Kling AI仅用时十个月,于6月提前达成全年1亿美元的年度经常性收入目标,进度超预期。该行对快手2025年第二季盈利预测保持不变,预计收入按年增长11.5%,主要由在线营销收入稳健增长及Kling AI的增量贡献推动;维持“买入”评级,目标价由70港元上调至80港元。
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