里昂:升快手-W目标价至85港元 料上季经调整净利润同比升16%
Zhi Tong Cai Jing·2026-02-04 03:39

Core Viewpoint - The report from Citi predicts that Kuaishou-W (01024) will see a 10% year-on-year increase in total revenue to 38.8 billion RMB in Q4 2025, with adjusted net profit expected to rise by 16% to 5.4 billion RMB [1] Revenue and Profit Forecast - Citi has raised its adjusted net profit forecast for Kuaishou for 2026 and 2027 by 2% [1] - The target price for Kuaishou has been increased from 83 HKD to 85 HKD, maintaining an outperform rating [1] Performance of Kuaishou's AI Segment - The revenue performance of Kuaishou's AI subsidiary is expected to continue exceeding expectations [1] - The platform is believed to have significant advantages in cost efficiency, which should support sustained user growth and revenue acceleration [1]

KUAISHOU-里昂:升快手-W目标价至85港元 料上季经调整净利润同比升16% - Reportify