Ge Long Hui·2025-12-03 03:57Core Viewpoint - Goldman Sachs reports that Kuaishou's Keling AI has launched the Keling O1, positioned as the first unified multimodal creation tool, with further model upgrades expected this week [1] Group 1: Business Performance - Keling AI's model has seen a rapid increase in enterprise demand over the past few months, currently accounting for approximately 40% of Kuaishou's revenue [1] - Goldman Sachs forecasts Keling AI's revenue to exceed $140 million this year, with expectations to grow to between $230 million and $240 million by 2026 [1] Group 2: Market Outlook - The launch of Keling O1 may lead the market to adjust its revenue forecasts for Keling AI for the fourth quarter of this year [1] - Goldman Sachs values Keling AI's business at approximately $4.6 billion and maintains a "Buy" rating for Kuaishou, with a target price of HKD 83 [1]