花旗发表报告指,快手可能会在8月底公布第二季业绩,预期营业额和利润将大致符合预期。该行预计GMV按年增长可能会达到14%,而广告增长可能会在第二季加速,可灵的盈利能力在次季度亦应该不错。进入下半年,货架式电子商务广告和快手的增长势头可能会持续。该行将对快手的目标价从66港元上调至88港元,维持“买入”评级。该行指,尽管投资者现在可能对快手有更高的期望,特别是对可灵,认为现时相当于预测今明两年市盈率分别14倍及12倍的估值不高,且短片生成模型具可观潜力。
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