中银国际:料快手-W(01024)可灵AI释放长期价值 目标价跃升至80港元
智通财经网·2026-02-10 01:51

Core Viewpoint - Zhongyin International's report indicates that Kuaishou-W (01024) is expected to meet market expectations for its Q4 performance, with total revenue projected to grow by 10% year-on-year and adjusted net profit reaching 5.4 billion RMB [1] Group 1: Financial Performance - Total revenue for Kuaishou is anticipated to increase by 10% year-on-year [1] - Adjusted net profit is expected to reach 5.4 billion RMB [1] Group 2: Investment Rating and Target Price - The company rating has been upgraded to "Buy" [1] - The target price has been raised from 66 HKD to 80 HKD [1] Group 3: Competitive Landscape and Strategic Focus - The company faces short-term pressures from intense competition in its core business and stricter tax scrutiny [1] - The integration of AI capabilities, including Keling, with core content and business ecosystems is expected to unlock long-term commercialization potential [1] - Keling AI is set to enhance global competitive advantages through model capabilities, customization features, user-friendly interfaces, competitive monetization strategies, cost-effectiveness, and localized operations [1]

KUAISHOU-中银国际:料快手-W(01024)可灵AI释放长期价值 目标价跃升至80港元 - Reportify