【摩根大通：予快手“增持”评级目标价70港元】金十数据3月3日讯，摩根大通发表研报指，认为快手(01024.HK)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。该行提及，快手股价自去年1月以来相对恒生科技指数表现落后55%，主要由于竞争担忧。惟该行认为这些担忧过于夸大，因为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。摩根大通预期，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式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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