东方证券:维持快手-W(01024)“买入”评级 目标价99.07港元

智通财经
Oct 02

智通财经APP获悉,东方证券发布研报称,预测快手-W(01024)25-27年经调整归母净利润为196/230/259亿元。参考可比公司给予公司26年17xPE估值,对应合理价值为3,911亿CNY,折合4,281亿HKD(港币兑人民币汇率0.914),目标价99.07港元/股,维持“买入”评级。

报告中称,多模态侧,快手可灵依靠底模迭代保持领先身位,2.5 Turbo版本在“性能升级+降价30%”的组合策略下,有望进一步带动用户增长和流水上行。主业方面,AI带动核心主业提效持续演绎,继此前内容推荐OneRec提供社区生态健康度支撑,商业化系统的AI重构更是为主业稳健增长带来长效动能。

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Most Discussed

  1. 1
     
     
     
     
  2. 2
     
     
     
     
  3. 3
     
     
     
     
  4. 4
     
     
     
     
  5. 5
     
     
     
     
  6. 6
     
     
     
     
  7. 7
     
     
     
     
  8. 8
     
     
     
     
  9. 9
     
     
     
     
  10. 10