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港股異動 | 短視頻概念股普漲 快手漲8% 料第三季MAU達5.15億
格隆匯11月11日丨短視頻概念股普漲,其中快手漲8%,恆騰網絡,樂享集團漲4%,雲想科技,映客漲2%,微盟集團漲1%。國海證券發研報指,該行首予快手“買入”評級。預計快手21Q3實現營業收入200.84億元(同比增33%,環比增7%),其中線上營銷業務107.51億元(同比增74%,環比增8%),直播業務74.87億(同比減6%,環比增4%),電商及其他業務18.45億元(同比增52%,環比減7%)。預計歸母淨虧損58.54億元(同比減335%,環比增17%);目前快手平台上有126億對互關用户,且用户羣體偏向年輕化;同時快手取得了2020年東京奧運會轉播權,預計活躍度有所提升。據Questmobile數據,2021年9月快手與快手極速版合計去重用户數相比2021年6月增長2%,依此推算快手21Q3MAU或將達到5.15億左右,預計DAU有望超過3億。另外,映客公佈於2021年11月10日回購17.5萬股,每股回購價介乎1.49港元至1.50港元,涉資26.14萬元。

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