摩根士丹利:上调快手目标价至67港元


Core Viewpoint - Morgan Stanley forecasts Kuaishou's revenue for the first half of this year to grow by 12% year-on-year to 35 billion yuan, with adjusted net profit expected to increase by 10% year-on-year to 5.1 billion yuan, aligning with the company's guidance [2] Group 1 - Morgan Stanley raises Kuaishou's target price by 12% to HKD 67 and advances the valuation benchmark by six months to June 2026, incorporating the latest exchange rate predictions [2] - The report anticipates that Kuaishou's subsidiary, Kuaishou AI, will contribute approximately USD 60 million in revenue this year [2]