智通财经APP获悉,1月14日,港股两大指数呈现反弹,恒指涨1.83%,恒生科技涨3.08%。成分股快手(01024)报收4.9%,全天成交额14.46亿港币。
快手电商于当日公布了春节年货节成绩。大促期间,泛货架GMV同比增长71%,搜索GMV同比增长119%,大牌大补GMV同比增长371%。值得一提的是,有近2.2万名快手主播在其直播间内实现了超过100%的GMV增速。
花旗分析师在近期发布的研报中认为,快手的电商及广告增速仍将胜于行业,并将为公司盈利增长注入稳健的动力。该行表示,快手电商将持续受益于覆盖区域更广、行业更多的“国补”政策。考虑到现阶段快手低估的股价,该行维持快手“买入”评级。
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