快手跌逾9%！遭大摩下调评级+即将解禁_老虎社区_美港股上老虎 - 老虎社区

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快手跌逾9%！遭大摩下调评级+即将解禁

老虎资讯综合2021-07-26

7月26日讯，快手$(01024)$跌逾9%，报117.6港元。快手的上市联席保荐券商摩根士丹利将其目标价由300港元/股下调至130港元/股，评级由“增持”下调为“”减持“。

大摩研报指出，快手今年第二季度日活跃用户按季增长较抖音低14个百分点，是自2018年第四季度以来最大差距。该行将快手2025年预测月活跃用户由7亿人次下调至6亿人次，对比抖音2021年底已目标有6.8亿人次。

大摩预期，2021-22年快手皆录得逾120亿元净亏损，预期现时或需到2025年才扭亏为盈，对比早前预测2022年已录得盈利。另外，快手─W（01024.hk），将于2021-08-05出现解禁。

公司/高管	解除股数	解除金额
The Capital Group Funds	2958.27万	42.92亿
Aranda Investments	1953.92万	28.35亿
GIC	1953.92万	28.35亿
Invesco	1599.66万	23.21亿
富达国际	1599.66万	23.21亿
BlackRock	1333.05万	19.34亿
CPP Investments	887.48万	12.88亿
Sunny Festive	887.48万	12.88亿
MSAL及MSIM Inc	741.39万	10.76亿
ADIA	591.65万	8.58亿

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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米饭与生活
·2021-07-26
一百以下
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mun88
·2021-07-26
这样都可以
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巴龙
·2021-07-26
快手差不多也就值这个价
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- 万物皆空:
  现在还早，要是美国加息，泡沫破灭，不知道值多少钱
  2021-07-26
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Ysw16888
·2021-07-26
赞我回复我
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- 李炳华:
  为我点赞！謝謝你
  2021-07-26
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- Wandakdash:
  赞
  2021-07-26
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捡钱小能手
·2021-07-26
[捂脸]
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昨夜梦见你
·2021-07-26
扯蛋
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- 要把梦藏在树叶里:
  [微笑]
  2021-07-26
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