摩根大通发表研报指,快手核心业务发展稳固,加上可灵AI的增长,预期可推动公司下半年股价提升,重申为行业首选,将目标价由88港元微升至89港元,予“增持”评级。该行继续视快手为全球最被低估的AI股份之一,目前预测可灵AI收入第三季及第四季将录得按季增长,同时公司对可灵AI的资本开支增加,亦可视作需求增长的正面信号。该行又指,快手电商变现能力增强,将支持核心业务收入于下半年录得双位数按年升幅,对广告变现感到乐观。
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