大行评级丨美银:重申快手“买入”评级,风险回报吸引且具上升催化剂

格隆汇
Sep 02
美银证券发表报告,重申快手“买入”评级,认为风险回报吸引且具上升催化剂,目标价53港元。快手宣布完成可灵(Kling)的融资,可灵投后估值为180亿美元(融资30亿美元),快手持股68%,意味着可灵对快手的归属价值为120亿美元。催化剂方面,该行预期可灵AI即将迎来重大模型升级,并可受惠于AI视频行业整体正面发展。该行关注快手新推出的网络游戏《诡秘之主》及可灵在模型升级后收入加速的潜在上行空间。

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