《大行》花旗上调快手(01024.HK)目标价至95元 看好可灵AI增长潜力

阿斯达克财经
Jan 29

花旗发表研究报告指出,快手-W(01024.HK) 很可能于3月底左右公布业绩,预计其收入及调整后盈利大致符合市场预期。鉴于当前政策发展及高基数效应,该行维持预测其商品交易总额(GMV)增长在2025年第四季度将放缓至13%。尽管海外广告业务持续带来拖累,但人工智能带来的效率提升,以及短剧、漫剧和迷你游戏等垂直领域的优异表现,预计将推动内地广告业务。花旗预计,可灵AI全年收入将录得强劲按年增长。...

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