快手：可灵AI优势凸显，杰富瑞予买入目标价81港元

和讯网2025-06-26

【杰富瑞给予快手买入评级，目标价81港元】6月26日，杰富瑞发布报告，指出快手旗下可灵AI在数据观测、算力及AI能力上领先，有差异化定价策略和庞大潜在市场。在多个推动力作用下，快手下半年线上市销收入预计同比上升，电商市场份额扩张，618推广更趋理性，多个业务层面利润率向好。该行给予快手买入评级，目标价81港元。报告提到，可灵AI加快货币化进程，有多个竞争优势，用户粘性强、产品体验好。收入组成上，...

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