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大行評級|高盛:予快手“買入”評級 目標價為67港元
高盛發表研究報吿,予快手“買入”評級,目標價為67港元。報吿指,快手在9月13日舉行投資者日活動,快手的目標是透過規模、留存和收入來實現增長,即擴大用户基礎和優質用户的留存,並進一步實現跨多個業務線的變現化及協同目標。內容和社羣差異化仍然是快手實力的關鍵。快手本地服務業務持續取得進展,重點關注低線城市及一線城市郊區,並將在擴大用户規模的同時加大變現力度。目前海外業務主要集中在重組後的巴西,預計2025年將達到達收支平衡。
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