Ge Long Hui·2025-09-02 02:55Company Updates - Kuaishou held an investor day event, sharing its content ecosystem strategy and updates on AI applications [1] - The OneRec recommendation system was launched, significantly improving user engagement and operational efficiency, with operational costs only 10.6% of traditional processes [1] - OneRec currently handles 25% of requests on Kuaishou and has increased user engagement time by 0.54% and 1.24% [1] AI and Content Ecosystem - Keling achieved over 250 million yuan in revenue in Q2 2025, showing significant growth [2] - Keling's AI content playback volume increased by 321% compared to six months ago [2] - The creator ecosystem is thriving, with a 100% increase in submissions from creators with over 10,000 followers and an 8% increase in professional streamers [2] Commercialization and Growth - The platform's daily commercial content exceeds 6.6 million, attracting over 320 million users and generating revenue for 3.7 million creators [2] - New monetization solutions for creators in emerging content areas like short dramas and mini-games are expected to generate significant revenue in the coming year [2] Profit Forecast and Valuation - The company maintains its profit forecast and outperform rating, with a target price of 89 HKD, indicating an 18% upside potential [3]