KUAISHOU(HK:01024) Sou Hu Cai Jing·2025-09-06 18:46Core Insights - The "Artificial Intelligence +" strategy is driving the advancement of large models, which are becoming the core engine for industrial upgrades in various sectors [1] - Domestic large models are reshaping the content creation ecosystem through technological innovation and practical applications in video generation [1] Group 1: Technology and Innovation - Large models are essentially super neural networks built on massive data and powerful computing, serving as the "infrastructure" of AI technology [3] - These models utilize deep learning algorithms to extract patterns from data, enabling intelligent systems capable of handling complex tasks [3] - The video large model, due to its precise modeling of spatial and temporal dimensions, is a key tool for the intelligent transformation of the content industry [3] - The Kuaishou Keling model, designed specifically for video creation, allows creators to generate dynamic visuals by simply inputting text descriptions, eliminating the need for traditional filming equipment [3] Group 2: Commercial Applications - AI video generation technology has penetrated various fields such as advertising, e-commerce marketing, and short drama production [4] - Data shows that AIGC short dramas produced with Keling assistance have a production cycle shortened by 67% compared to traditional methods [4] - By Q2 2025, the commercial revenue of the Keling model is expected to exceed 250 million yuan, with nearly 70% of this revenue coming from professional content creators [4] - Keling's video generation has outperformed all competitors combined on the overseas creative platform Freepik, highlighting the technical advantages of the Chinese team in scene understanding and user experience optimization [4] Group 3: Industry Standards and Challenges - The recent release of the "Global Governance Action Plan for Artificial Intelligence" emphasizes the need to establish a safe and controllable technology application system [4] - Current challenges for video generation models include deviations in simulating physical laws and maintaining consistency in long video content [4] - The company is developing a governance mechanism covering the entire chain from data collection to model training and content generation, ensuring that generated content adheres to ethical standards [4] - The domestic video large model research team has built a training set containing 30 million pairs of spatial-temporal data, covering over 200 types of scene interactions [4] - This accumulation of data and algorithmic innovation is facilitating China's transition from a technology follower to a rule-maker [4] - With the proliferation of 5G networks and decreasing computing costs, video large models are expected to transition from professional creation to widespread public use within three years, redefining the paradigm of digital content production [4]