快手科技(1024.HK):业绩回顾:1Q25业绩符合预期,广告业务自2Q起环比改善;上调Kling货币化前景预期;买入
高盛·2025-05-30 10:55
28 May 2025 | 3:37AM HKT Kuaishou Technology (1024.HK) Buy Earnings Review: 1Q in-line, ads sequential improving from 2Q onwards; raising Kling monetization outlook; Buy | | | Kuaishou reported in-line 1Q25, and maintain its earlier FY25 guidance on ads/eCommerce and profitability. We came away from mgmt. call with a still constructive view on Kuaishou's growth momentum into the rest of the year. The better than industry ads/GMV growth, sequentially improving 2Q trend and solid position in the AI applicatio ...