《大行》大华继显升快手(01024.HK)目标价至80元 Kling AI商业化进展超预期

阿斯达克财经
24 Jul

大华继显发表报告指出,快手-W(01024.HK) 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。
大华继显对快手2025年第二季盈利预测保持不变,预计收入按年增长11.5%,主要由线上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元上调至80元。(ad/u)(港股报价延迟最少十五分钟。沽空资料截至 2025-07-23 16:25。)

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