快手 (1024 HK; 73.7港元; 目标价: 83港元) 业绩前瞻:可灵AI着眼全球我们预计快手2025年第二季度收入与盈利保持稳定增长,线上营销收入和调整后EBIT分别同比增长12%/15%至197亿元和50亿元,主要得益于GMV稳步增长及Kling AI全球影响力提升。我们预测GMV将同比增长13.5%,受货架电商扩张与“以旧换新”带动。Kling AI收入增长快于预期,预计二季度将达3...
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