港股上市公司快手-W（01024.HK）今日盘中股价大跌16.64%，引发市场广泛关注。截至发稿时，该股报价已跌至48.800港元/股。
尽管快手近期公布的财报整体符合市场预期，但投资者似乎对公司未来增长前景产生了担忧。根据公司最新财报，快手第四季度实现经调整净利润47亿元，基本符合预期。广告收入同比增长13.3%达206亿元，略低于市场预期的210亿元。电商业务方面，GMV同比增长14.4%至4621亿元，其他业务收入（主要以电商佣金为主）同比增长14.1%至49.2亿元。
然而，直播业务收入仍呈下滑趋势，同比下降2.0%至98亿元。虽然这一降幅好于预期，但仍显示出该业务面临的压力。此外，分析师下调了公司2025-2026年的收入和利润预测，主要考虑到宏观经济压力对主营业务的影响，以及公司在AI领域的积极投入可能影响短期利润。这些因素可能导致了投资者对快手未来增长潜力的担忧，从而引发了今日的大幅抛售。
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.