异动解读｜快手-W盘中下跌3.03%，业绩承压叠加机构减持股价再创新低

行情直击09-10 10:25

9月10日，快手-W盘中下跌3.03%，报31.34港元，成交额3.83亿港元，股价再创近四年新低。

消息面上，公司二季度业绩持续压制市场情绪。二季度收入355.35亿元，同比仅增1.4%，经调整净利润39.13亿元，同比下降30.3%，毛利率从55.7%降至51.6%。与此同时，贝莱德于8月底将好仓比例降至4.99%，UBS亦有减持，机构资金持续流出。摩根士丹利此前已下调评级至与大市同步，目标价降至40港元。尽管公司近期持续回购，9月9日再度回购62万股涉资约1999万港元，但短期仍难扭转弱势格局。当前快手母公司市值已低于旗下可灵AI独立估值，市场对主业盈利能力的担忧仍在发酵。

（以上内容均基于市场公开消息，由程序或算法智能生成，仅作为股价异动提醒，不作为投资建议或交易依据。）

免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

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