自己买就行别瞎发评_老虎社区_美港股上老虎 - 老虎社区

自己买就行别瞎发评级

东方证券：维持快手-W(01024)“买入”评级目标价103.06港元

免责声明：上述内容仅代表发帖人个人观点，不构成本平台的任何投资建议。

精彩评论

我们需要你的真知灼见来填补这片空白

发表看法

1

{"i18n":{"language":"zh_CN"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":508478310536024,"tweetId":"508478310536024","gmtCreate":1765170873471,"gmtModify":1765170875820,"author":{"id":3480977285056834,"idStr":"3480977285056834","authorId":3480977285056834,"authorIdStr":"3480977285056834","name":"Yayoi","avatar":"https://static.tigerbbs.com/bf0a03b8bbef26ffd6f2ab331785b801","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":9,"crmLevelSwitch":0,"individualDisplayBadges":[],"fanSize":1,"starInvestorFlag":true,"fullDisclosureFlag":false,"starInvestorFollowerNum":1,"starInvestorOrderShareNum":65,"userFollowInvestorFlag":false,"orderNotificationFlag":false,"showRor":false,"winRationPercentage":61.111111,"tradeVolumeEst":0},"themes":[],"images":[],"coverImages":[],"title":"","html":"<html><head></head><body><p>自己买就行 别瞎发评级</p></body></html>","htmlText":"<html><head></head><body><p>自己买就行 别瞎发评级</p></body></html>","text":"自己买就行 别瞎发评级","highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/508478310536024","repostId":2589985487,"repostType":2,"repost":{"id":"2589985487","kind":"news","pubTimestamp":1764898663,"share":"https://www.laohu8.com/m/news/2589985487?lang=zh_CN&edition=full","pubTime":"2025-12-05 09:37","market":"sh","language":"zh","title":"东方证券：维持快手-W(01024)“买入”评级 目标价103.06港元","url":"https://stock-news.laohu8.com/highlight/detail?id=2589985487","media":"智通财经","summary":"智通财经APP获悉，东方证券发布研报称，预测快手-W25-27年经调整归母净利润为204/225/259亿元。该行认为此次更新，市面上基本无完全可对标产品，意义在于一是延续可灵在专业创作者需求满足上的迭代，二是前端输入更简易，门槛降低进一步扩大用户触达范围。除了B端专业创作门槛降低，时长自由、提示词简单、可简易复制热门视频，对于可灵模型触达C端或有补充作用。","content":"<html><body><p>智通财经APP获悉，<a href=\"https://laohu8.com/S/600958\">东方证券</a>发布研报称，预测<a href=\"https://laohu8.com/S/01024\">快手-W</a>(01024)25-27年经调整归母净利润为204/225/259亿元。维持此前给予公司26年18xPE估值，对应合理价值为4,048亿CNY，折合4,454亿HKD(港币兑人民币汇率0.909)，目标价103.06港元/股，维持“买入”评级。可灵发布O1模型，通过将视频生成、修改、扩展集成于统一模型，帮助专业创作者提效，突破性迭代在于可对视频画面内某个单一元素进行修改，迎来“视频版Nano Banana”时刻，看好需求端加速渗透，带来流水上量。</p><p>该行认为可灵O1此次更新亮点在于：(1)O1为统一多模态视频模型，将视频参考、视频内容增删修改变换、风格重绘、镜头延展等多任务，融合于大一统模型中，可一站式完成生成-修改-扩展的全部创作;(2)深层语义理解能力，基于上传的视频、图片、主体，精准生成视频的各种细节;(3)直接解决后端视频一致性问题，多视角图创建主体、镜头流转变化，均能保持稳定的主体特征;(4)支持3~10秒自由叙述，满足不同创作需求(偏C端社媒分享、偏B端专业创作)。</p><p>该行认为此次更新，市面上基本无完全可对标产品，意义在于一是延续可灵在专业创作者需求满足上的迭代，二是前端输入更简易，门槛降低进一步扩大用户触达范围。具体来说：</p><p>1、B端专业创作的灵活度和便捷度大幅提升，MVL(Multi-modal visuallanguage)理念产品化落地，支持视频、图片、主体等多模态描述，创作者意图表达和交互更高效;此前Nano Banana重点解决前端图像生成的一致性，而可灵O1直接触及后端视频一致性难题，且单个元素级的精准编辑大幅提高创作灵活度，进一步辅助创作提效。</p><p>2、门槛降低进一步加速用户渗透，且C端可玩性提升，扩大AI视频模型受众范围。除了B端专业创作门槛降低，时长自由、提示词简单、可简易复制热门视频，对于可灵模型触达C端或有补充作用。</p></body></html>","source":"stock_zhitongcaijing","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>东方证券：维持快手-W(01024)“买入”评级 目标价103.06港元</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n东方证券：维持快手-W(01024)“买入”评级 目标价103.06港元\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-12-05 09:37 北京时间&nbsp;&nbsp;&nbsp;<a href=http://www.zhitongcaijing.com/content/detail/1377996.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>智通财经APP获悉，东方证券发布研报称，预测快手-W(01024)25-27年经调整归母净利润为204/225/259亿元。维持此前给予公司26年18xPE估值，对应合理价值为4,048亿CNY，折合4,454亿HKD(港币兑人民币汇率0.909)，目标价103.06港元/股，维持“买入”评级。可灵发布O1模型，通过将视频生成、修改、扩展集成于统一模型，帮助专业创作者提效，突破性迭代在于可对视频...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1377996.html\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"600958":"东方证券","01024":"快手-W","03958":"东方证券"},"source_url":"http://www.zhitongcaijing.com/content/detail/1377996.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2589985487","content_text":"智通财经APP获悉，东方证券发布研报称，预测快手-W(01024)25-27年经调整归母净利润为204/225/259亿元。维持此前给予公司26年18xPE估值，对应合理价值为4,048亿CNY，折合4,454亿HKD(港币兑人民币汇率0.909)，目标价103.06港元/股，维持“买入”评级。可灵发布O1模型，通过将视频生成、修改、扩展集成于统一模型，帮助专业创作者提效，突破性迭代在于可对视频画面内某个单一元素进行修改，迎来“视频版Nano Banana”时刻，看好需求端加速渗透，带来流水上量。该行认为可灵O1此次更新亮点在于：(1)O1为统一多模态视频模型，将视频参考、视频内容增删修改变换、风格重绘、镜头延展等多任务，融合于大一统模型中，可一站式完成生成-修改-扩展的全部创作;(2)深层语义理解能力，基于上传的视频、图片、主体，精准生成视频的各种细节;(3)直接解决后端视频一致性问题，多视角图创建主体、镜头流转变化，均能保持稳定的主体特征;(4)支持3~10秒自由叙述，满足不同创作需求(偏C端社媒分享、偏B端专业创作)。该行认为此次更新，市面上基本无完全可对标产品，意义在于一是延续可灵在专业创作者需求满足上的迭代，二是前端输入更简易，门槛降低进一步扩大用户触达范围。具体来说：1、B端专业创作的灵活度和便捷度大幅提升，MVL(Multi-modal visuallanguage)理念产品化落地，支持视频、图片、主体等多模态描述，创作者意图表达和交互更高效;此前Nano Banana重点解决前端图像生成的一致性，而可灵O1直接触及后端视频一致性难题，且单个元素级的精准编辑大幅提高创作灵活度，进一步辅助创作提效。2、门槛降低进一步加速用户渗透，且C端可玩性提升，扩大AI视频模型受众范围。除了B端专业创作门槛降低，时长自由、提示词简单、可简易复制热门视频，对于可灵模型触达C端或有补充作用。","news_type":1,"symbols_score_info":{"600958":1.5,"KSTmain":1.5,"03958":1.5,"01024":1.5}},"isVote":1,"tweetType":1,"viewCount":276,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":20,"optionInvolvedFlag":false,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/508478310536024"}