KUAISHOU-W (01024) rose nearly 5% during the trading session. At the time of writing, the stock was up 3.96%, trading at HKD 74.75, with a turnover of HKD 1.285 billion. On the news front, Goldman Sachs pointed out that the model upgrades and new features launched by Kuaishou's Kling AI in December last year are expected to drive an expansion of user recognition and an increase in revenue in overseas markets. This development could potentially lead to an upward revision of Kuaishou's revenue expectations for the 2026 fiscal year and provide a boost to its stock price. Analysts at Goldman Sachs projected revenue forecasts for Kling AI at over $140 million for 2025 and approximately $230-$240 million for 2026. As Kuaishou expands its overseas business development team and attracts more enterprise clients, enterprise client demand is anticipated to remain a key growth driver over the next 1-2 years. J.P. Morgan released a research note stating that in January this year, Kling AI's average daily revenue on mobile platforms had increased 102% compared to the previous month. While the bank does not expect the actual revenue growth for Kling AI in the first quarter of this year to be as significant, given that the majority of its revenue still comes from the PC platform, which serves enterprise and professional users, it believes the strong performance to date has proven that AI video generation remains a critical vertical in the development of generative AI. It also reflects that industry leaders like Kling AI possess substantial monetization potential not only on the enterprise side but also significant upside on the consumer end.
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