《大行》花旗:快手(01024.HK)昨股价跌9% 因市场对其外卖服务及可灵竞争有疑虑

阿斯达克财经
Aug 13, 2025

花旗发表报告指,快手(01024.HK) 股价昨日跌超过9%。除了AI相关股票的整体市场情绪疲弱外,该行认为与两个原因有关。第一是有媒体报道称快手在其应用程序中新增了外卖服务功能,若属实,该行认为此举的财务影响可能有限,因为该服务主要由美团(03690.HK) 提供,通过进一步合作,快手无需承担额外成本。第二是市场对快手旗下视频生成模型可灵与竞争对手的比较存在一些担忧,但该行指仍看好可灵在中长期内...

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