快手涨4%创近2年新高，瑞银称Q2业绩可能是下一个积极催化剂

格隆汇2025-07-16

快手-W(1024.HK)盘中一度涨4%，报70.9港元，股价创2023年8月初以来新高。瑞银近日发布研报称，近期行业调研显示，618购物节表现强势，预计快手二季度业绩能达该行预期，并认为快手在下半年推出的广告产品，包括更多AI功能，应能释放更多广告预算。瑞银重申对快手的“买入”评级和83.4港元的目标价，主要基于：1) 快手在中国广告和电商领域的表现优于同行，且估值合理(2025年预期市盈率为...

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