大行评级｜瑞银：重申快手“买入”评级与美团合作可带来额外广告需求

格隆汇2025-08-13

瑞银发表研究报告指，近日有传快手与美团合作拓展外送服务，引发市场忧虑过度竞争。该行认为，市场错误解读快手与美团合作的消息，快手并不会直接参与外送业务，相信是次举措是快手进一步向美团开放其生态圈及流量，并有利于快手，因可带来额外广告需求。另外，自4月可灵AI 2.0版本上线后，该程序在美国iOS图像设计类别应用程序的收入排名显著提升，并于8月有进一步增长。该行认为付费指标较用户指标更能反映业务表现...

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大行评级｜瑞银：重申快手“买入”评级 与美团合作可带来额外广告需求

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大行评级｜瑞银：重申快手“买入”评级与美团合作可带来额外广告需求