大行评级|摩根大通:上调快手目标价至88港元 重申其为中国数字娱乐行业首选股

格隆汇
Aug 13, 2025

摩根大通发表研究报告,重申快手为中国数字娱乐行业的首选股,认为投资者低估了其核心广告增长加快及AI对广告的提振作用,将目标价由71港元上调至88港元,以反映对下半年核心广告业务增长加快及可灵AI强劲增长势头的乐观看法。摩通认为,即将公布的第二季业绩可成下一个催化剂,期望管理层会对核心广告业务前景及可灵AI的发展给予积极指引,评级“增持”。

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