《大行》中金:快手(01024.HK)首季收入符预期 利润胜预期

阿斯达克财经
May 28

中金发表研究报告指,快手(01024.HK) 首季收入按年增3%,符合该行及市场预期,当中可灵AI收入胜该行预测;Non-IFRS纯利为33.7亿元人民币,胜该行及市场预期,相信主要是由于其他收益净额较预期高。该行维持快手2026/27年的Non-IFRS纯利预测,续予“跑赢行业”评级。另外,考虑到公司业务结构性变革,将估值方法由PE调整为SOTP分部估值,维持目标价72.8元。(sl/u)(港股...

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