news flash·2025-06-26 06:29Core Viewpoint - Jefferies has issued a report indicating that Kuaishou's Keling AI is leading in data observation, computing power, and AI capabilities, which accelerates monetization and presents multiple competitive advantages [1] Group 1: Company Insights - Keling AI has a differentiated pricing strategy and a large total addressable market (TAM) [1] - The online marketing revenue for Kuaishou is expected to increase year-on-year in the second half of the year due to various driving factors [1] - Kuaishou's e-commerce market share is expanding, with a more rational approach to the 618 promotion compared to the previous year [1] Group 2: Financial Performance - The report states that 70% of Keling AI's revenue comes from subscriptions by professional consumers, while 30% comes from commercial clients through APIs [1] - Geographically, 70% of the revenue is derived from overseas markets, and 30% from domestic markets [1] Group 3: Market Potential - The potential market for video content production is estimated to reach $120 billion globally, distributed across advertising, drama and film, animation, and short videos [1] - Keling AI reduces video production costs, and its digital human solutions help advertisers and merchants allocate resources more effectively, especially during off-peak seasons [1]