《大行報告》大摩相信快手(01024.HK)股價60日內將跑贏大市 評級「增持」
摩根士丹利發表報告指,快手(01024.HK)股價下跌後,短期估值更具吸引力,相信股價60日內將跑贏大市,發生機率70%至80%,評級「增持」,目標價110元。
大摩指,由於潛在的上市前投資者拋售股票,以及《人民日報》關於未成年人沉迷於短視頻平台的報道,令快手股價近日跌至歷史低位水平。該行認為對快手的影響有限,因為與電子遊戲不同,未成年人不是重要的收入來源;快手已經有針對未成年人的青少年模式,將時間限制在每用戶每天使用40分鐘。雖然第二季市場預期存在下行風險,但由於市場份額增加,快手情況相對好於同行。
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