金吾财讯 | 快手-W(01024)盘中反复扬升，截至发稿，最新报46.1港元，涨幅2.49%，成交额8.42亿港元。消息面上，市场资料显示，据快手电商5月21日披露数据，618大促启动当天单日GMV实现破峰，刷新去年Q2峰值。其中，1000万场次数同比增长200%，500万场次数同比增长200%，品牌商家增长强劲，核心品牌GMV同比增长87%。此外，大码女装GMV同比增长208%，运动服GMV同比增长90%，防晒类GMV同比增长88%。消息面上，西部证券表示，在生成式AI模型和应用加速落地的背景下，公司基于多模态大模型技术积极拓展业务能力，或将进一步促进公司核心商业收入的持续增长。同时，公司生成式AI应用不断推进技术落地和商业化也有望为公司带来新的增量空间。该机构预计公司2026年-2028年营业收入为1491.12亿元、1598.52亿元、1678.56亿元，同比增长4.4%、7.2%、5.0%，维持“买入”评级。
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