富瑞:升快手-W(01024)目标价至94港元 维持“买入”评级

智通财经网
Aug 25, 2025

智通财经APP获悉,富瑞发布研报称,上调对快手-W(01024)目标价,由92港元上调至94港元,维持“买入”评级。该行维持公司今年收入与非国际会计准则盈利预测,但上调可灵全年收入预测25%至1.25亿美元。

该行指,管理层在电话会议中指出可灵人工智能模型及AI赋能不同业务的稳定进展。该行上调快手第三季收入预测至同比升13%,高于此前预测2个百分点。毛交易总额增长较原预测上调3个百分点至15%。其他收入增长预测上调19个百分点至36%,反映电商及可灵收入增长。第三季非国际财务报告准则(non-IFRS)纯利料为48.4亿元人民币,高于该行原来预估的43亿元人民币。

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