大华继显:升快手-W(01024.HK)目标价至80港元 Kling AI商业化进展超预期

智通财经
24 Jul
【大华继显:升快手-W(01024.HK)目标价至80港元 Kling AI商业化进展超预期】智通财经APP获悉,大华继显发布研报称,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。维持“买入”评级,目标价由70港元上调至80港元。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,预计收入同比增长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。

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