中金报告称，快手(1024.HK)第二季业绩胜预期，看好其人工智能(AI)生态持续升级具备估值溢价，上调目标价11%，至89港元，维持“跑赢行业”评级。 中金称，快手二季度收入及非国际财务报告会计准则计量净利润均胜预期，期内广告收入同比升13%；AI可灵收入逾2.5亿元，环比升67%，符预期。中金料第三季广告业务同比增12%-13%，其中内地料升14%-15%；其他收入增速进一步加快，料电商GMV涨15%，增值服务多样化带动佣金率提升，预期可灵收入进一步增长，该公司在业绩会指引可灵今年预计收入将较年初预期翻番。 中金表示，快手首次派发特别息共20亿港元，反映现金流实力与股东回报决心。上半年累计回购约19亿港元，未来将考虑包括回购、股息等回馈股东。长远发展，该公司表示将继续推进AI战略，在创作者、行销客户和商家赋能方面进一步挖掘AI增效价值。
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