招银国际:升快手-W(01024)目标价至84港元 次季业绩胜预期
智通财经网·2025-08-22 09:16

Core Viewpoint - The report from CMB International forecasts a 13% year-on-year growth in Kuaishou-W's total revenue for Q3, driven by strong performance in e-commerce and steady growth in online marketing [1] Group 1: Financial Performance - Kuaishou reported a 13% year-on-year increase in total revenue for Q2, reaching 35 billion RMB [1] - Adjusted net profit for Q2 grew by 20% year-on-year to 5.6 billion RMB, exceeding market expectations by 2% and 11% respectively [1] Group 2: Business Segments - The strong performance in e-commerce and better-than-expected progress in AI monetization contributed significantly to the company's financial results [1] - The company is recognized for its leading video generation model, strong product capabilities, and diverse application scenarios in AI [1] Group 3: Future Outlook - CMB International slightly raised its profit forecasts for the fiscal years 2025-2027 by 0-1%, reflecting the company's positive advancements in AI [1] - The target price for Kuaishou has been increased from 80 HKD to 84 HKD, maintaining a "Buy" rating [1]

KUAISHOU-招银国际:升快手-W(01024)目标价至84港元 次季业绩胜预期 - Reportify