Jin Rong Jie·2025-07-31 03:30Group 1 - Kuaishou-W (01024) saw a stock price increase of over 3%, currently trading at 74.55 HKD with a transaction volume of 836 million HKD [1] - According to Changjiang Securities, Keling AI has undergone over 30 iterations since its launch, maintaining a leading position in video generation capabilities globally [1] - Keling AI announced the launch of "Ling Animation Canvas 1.0" for invitation testing, with a professional team and enterprise version expected in Q3 2025 [1] Group 2 - Citigroup analysts predict that Kuaishou will release its Q2 2025 financial report in late August, with optimistic projections based on two main factors [2] - The commercialization of Keling AI's video generation model has exceeded expectations, with monthly revenue surpassing 100 million RMB in April and May, indicating potential for annual revenue to significantly exceed the management's guidance of 100 million USD [2] - The advertising revenue growth is expected to accelerate to 12.3% in Q2, driven by increased advertising spending from e-commerce merchants and a recovery in non-e-commerce advertising demand [2]