高盛发表报告指,在快手-W(01024.HK) 第二季业绩后,将评级由“买入”下调至“中性”,并将目标价由68元大幅降44.1%至38元。该行认为,快手核心商业业务放缓很可能在未来几个季度持续,加上AI开支高企,导致快手净利润大幅下调。虽然快手的定位正逐步从纯短视频平台转向更聚焦AI技术的社区,可灵AI规模持续扩大,但见到核心商业业务(广告+电商)在2026/2027年仍贡献绝大部分收入及利润,并...
Source Link高盛发表报告指,在快手-W(01024.HK) 第二季业绩后,将评级由“买入”下调至“中性”,并将目标价由68元大幅降44.1%至38元。该行认为,快手核心商业业务放缓很可能在未来几个季度持续,加上AI开支高企,导致快手净利润大幅下调。虽然快手的定位正逐步从纯短视频平台转向更聚焦AI技术的社区,可灵AI规模持续扩大,但见到核心商业业务(广告+电商)在2026/2027年仍贡献绝大部分收入及利润,并...
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