---
title: "《大行》中銀國際升快手目標價至 76 元 評級「持有」"
description: "中銀國際將快手目標價上調至 76 元，維持「持有」評級。報告指出，快手次季總收入同比增長 13%，經調整淨利潤 56 億元人民幣，創歷史新高，超出預期。儘管下半年在線廣告面臨壓力，但因 AI 賦能及商業化進展，全年收入預測保持不變。"
type: "news"
locale: "zh-HK"
url: "https://longbridge.com/zh-HK/news/254117027.md"
published_at: "2025-08-22T07:30:26.000Z"
---

# 《大行》中銀國際升快手目標價至 76 元 評級「持有」

> 中銀國際將快手目標價上調至 76 元，維持「持有」評級。報告指出，快手次季總收入同比增長 13%，經調整淨利潤 56 億元人民幣，創歷史新高，超出預期。儘管下半年在線廣告面臨壓力，但因 AI 賦能及商業化進展，全年收入預測保持不變。

中銀國際發表研究報告指，快手 (01024.HK) 次季總收入按年增長 13%，經調整淨利潤 56 億元人民幣，創歷史新高，按年增長 20%，均超出預期。

該行認為，由於 AI 賦能，公司已在核心廣告及電商業務的商業化以及效率上持續獲益，疊加進展順利的可靈疊代及商業化，這些都歸功於堅定的 AI 投資及策略。儘管巴西市場難以預測和中國本地外賣大戰減少投放，令下半年在線廣告略微承壓，但由於分別上調直播、可靈以及電商 GMV 的預期，該行維持今年全年收入預測不變。該行將其目標價上調 76 元，維持「持有」評級。

### Related Stocks

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