Zhi Tong Cai Jing·2025-09-30 07:19Core Viewpoint - Kuaishou-W (01024) shares rose over 6%, reaching a new high of 84.5 HKD since July 2022, with a trading volume of 3.767 billion HKD [1] Group 1: Company Performance - Kuaishou's stock increased by 6.4%, trading at 83.95 HKD at the time of reporting [1] - The trading volume was reported at 37.67 billion HKD, indicating strong market interest [1] Group 2: Product Development - Recently, Kuaishou launched the 2.5 Turbo model, enhancing cost-performance ratio [1] - The new model supports high-quality mode, generating a 5-second video for 2.5 RMB, which is 30% lower than the previous 2.1 model while offering overall performance improvements [1] - The model outperformed competitors Veo and Jimo in both image and video generation, particularly in dynamic effects, enabling the creation of complex action videos [1] Group 3: Market Potential - DBS Bank highlighted Kuaishou's AI image and video generation tools as a rare Chinese application with global AI monetization potential [1] - The bank projects that Kuaishou's revenue will reach 2.7 billion RMB by the fiscal year 2027 [1] - It is anticipated that the adoption of AI in content generation and distribution will significantly benefit core advertising and e-commerce, supported by the robust purchasing power of users in lower-tier cities [1]