《大行》摩通料核心业务及可灵AI将推动快手(01024.HK)股价提升 重申为行业首选

阿斯达克财经
7 hours ago

摩根大通发表研究报告指,快手-W(01024.HK) 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元微升至89元。
摩通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。摩通又指,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,对广告变现感乐观,予“增持”评级。(gc/da)(港股报价延迟最少十五分钟。沽空资料截至 2025-08-25 16:25。)

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