快手(1024.HK)領漲恆生科技成分股 每股報收89.55港元
格隆匯1月14日丨恆生指數今日收跌0.19%,恆生科技指數收跌0.48%。今日成交額居前個股中,騰訊跌0.38%,美團跌2.48%,阿里跌2.19%,快手漲近5%。另據港股通資金淨流向數據,近60天,北水淨買入最多的依次是:快手、美團和騰訊。截至13日,港股通(滬)及港股通(深)渠道持股佔快手流通股的4.54%。東方證券評點認為,快手的“老鐵”氛圍是獨一無二的,用户及達人之間擁有強大的信任連接。快手社區生態卻始終保有自己的特質,其差異性決定了平台長期用户的穩定性,預計4Q21用户規模和使用時長將保持穩定增長。此外,考慮4季度為電商旺季,廣吿和直播收入增長預計保持平穩。東方證券分析,短視頻行業粗放買量時代已過去,預計各平台將更關注內容的深度運營來提升用户留存率,銷售費用不會大幅擴張。消息面上,《2021中國互聯網廣吿數據報吿》日前發佈,阿里巴巴、字節跳動、騰訊廣吿收入位居前三,TOP4-10 依次是百度、京東、美團點評、快手、小米、微博、拼多多。
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