大行评级|招银国际:上调快手目标价至84港元 对其AI发展与商业化前景持乐观态度

格隆汇
Aug 27, 2025

格隆汇8月27日|招银国际发表研究报告指,快手次季收入按年增长13%至350亿元,经调整净利润按年增长20%至56亿元,均高于市场预期,主要受惠于稳健的电商业务及超预期的AI商业化表现。展望第三季,该行预期总收入将按年增长13%,由电商业务的强劲势头及线上营销业务的韧性增长所推动。 该行微升快手2025至2027年盈利预测0至1%,以反映AI领域的积极进展;目标价由80港元上调至84港元,维持“...

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