<汇港通讯> 招商证券国际发报告指,维持快手(01024)目标价64港元以及“增持”评级。 该行表示,快手正处于AI驱动内容生态重塑与商业化价值释放的关键拐点:1)可灵以超预期的商业化速度和领先的市场地位验证了第二增长曲线的确定性;2)AI漫剧、AI营销Agent、AI电商搜寻等全局AI渗透正为传统业务持续注入增量。公司现金储备充裕,全年股东报酬率约4%,在坚定AI投入的同时维持稳健...
Source Link<汇港通讯> 招商证券国际发报告指,维持快手(01024)目标价64港元以及“增持”评级。 该行表示,快手正处于AI驱动内容生态重塑与商业化价值释放的关键拐点:1)可灵以超预期的商业化速度和领先的市场地位验证了第二增长曲线的确定性;2)AI漫剧、AI营销Agent、AI电商搜寻等全局AI渗透正为传统业务持续注入增量。公司现金储备充裕,全年股东报酬率约4%,在坚定AI投入的同时维持稳健...
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