【大行评级|摩根大通:予快手“增持”评级 下一个催化剂应为第四季财报】摩根大通发表研报指,认为快手在该行覆盖的中国科网板块内,属一个较少被注意到的人工智能或DeepSeek受益者。该行指,快手拥有独特的内容生态系统及庞大的忠实用户群,而这些优势仍尚未充分变现。摩通预期,快手下一个催化剂应为2024财年第四季财报,并预期管理层将提供人工智能对快手核心应用程序及可灵大模型影响的更新。该行将快手H股目标价定于70港元,给予“增持”评级。

金融界
03 Mar
摩根大通发表研报指,认为快手在该行覆盖的中国科网板块内,属一个较少被注意到的人工智能或DeepSeek受益者。该行指,快手拥有独特的内容生态系统及庞大的忠实用户群,而这些优势仍尚未充分变现。摩通预期,快手下一个催化剂应为2024财年第四季财报,并预期管理层将提供人工智能对快手核心应用程序及可灵大模型影响的更新。该行将快手H股目标价定于70港元,给予“增持”评级。

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