高盛：快手科技NDR纪要6.18早期销售趋势良好,广告+电商同比增长20%以上;买入(评级由CL给出)

更多资料加入知识星球：水木调研纪要 关注公众号：水木纪要 28 May 2024 | 8:53PM HKT 更多一手调研纪要和研报数据加V：shuinu9870 2131d4eaf4cb4d50b1d51c8af07b64b4 Kuaishou Technology (1024.HK): NDR highlights: Early 6.18 sales trend on track, ads+eCom to grow 20%+ yoy; Buy (on CL) We hosted Kuaishou Head of IR for post-result investor meeting. Key highlights: 更多一手调研纪要和研报数据加V：shuinu9870 1) Advertising: Adtech upgrade. Daily incremental ad revenue of Rmb10mn revenue (Rmb3bn if annualized) from Gen-AI empowered ad solutions; longer-term Kuaishou to use AI en ...