研报掘金｜中金：上调快手目标价至66港元 GMV及核心业务增速良好

格隆汇11:27

中金发表报告指出，快手第三季收入按年增长11.4%至311亿元，Non-IFRS净利润39.5亿元，均符合市场及该行一致预期。展望第四季，该行判断双十一快手平台商品交易总额(GMV)表现较好，但考虑到双十一或对第四季其余时间的GMV有虹吸，该行预计整体第四季GMV按年增速维持在14%左右；预计收入按年增长10%，其中包括电商在内的其他收入料升19%，广告业务收入料增长15%，核心业务收入增速有望...

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