富瑞发表报告指,快手(01024.HK) 公布第四季财报,总营收与Non-IFRS净利润大致符合市场及该行预期。关于可灵,该行对其前景持乐观态度,预期其第一季及2026年营收将实现三位数的按年增长。该行下调快手2026年直播营收预测,主因在于生态系统的优化,同时在线上行销的流量支援及激励回扣等其他收入方面,采用了审慎的假设。该行维持快手“买入”评级,但基于SOTP估值,将目标价由106元下调至82...
Source Link富瑞发表报告指,快手(01024.HK) 公布第四季财报,总营收与Non-IFRS净利润大致符合市场及该行预期。关于可灵,该行对其前景持乐观态度,预期其第一季及2026年营收将实现三位数的按年增长。该行下调快手2026年直播营收预测,主因在于生态系统的优化,同时在线上行销的流量支援及激励回扣等其他收入方面,采用了审慎的假设。该行维持快手“买入”评级,但基于SOTP估值,将目标价由106元下调至82...
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