评级机构标普发表报告警告,快手-W(01024.HK) 今年自由现金流恐将缩减超过一半,主要是受累中国互联网行业竞争激烈及AI相关投资需求激增,预计公司在加大人工智能相关支出的同时,收入增长将会放缓,EBITDA利润率亦会受压。标普预计,快手今年资本支出将增加约70%,主要用于加强人工智能模型训练、常规服务器采购以及自有数据中心建设,集团自由经营现金流将在2026年和2027年下降至每年不足50...
Source Link评级机构标普发表报告警告,快手-W(01024.HK) 今年自由现金流恐将缩减超过一半,主要是受累中国互联网行业竞争激烈及AI相关投资需求激增,预计公司在加大人工智能相关支出的同时,收入增长将会放缓,EBITDA利润率亦会受压。标普预计,快手今年资本支出将增加约70%,主要用于加强人工智能模型训练、常规服务器采购以及自有数据中心建设,集团自由经营现金流将在2026年和2027年下降至每年不足50...
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