Zhi Tong Cai Jing·2025-12-03 06:49Core Viewpoint - Goldman Sachs has released a report stating that Kuaishou-W (01024) is expected to see an increase in revenue forecasts for its Keling AI business following the launch of the Keling O1, which is positioned as the first unified multimodal creation tool [1] Group 1: Keling AI Business - The Keling O1 was recently launched, with additional model upgrades such as the O1 image editing model expected to be released this week [1] - Goldman Sachs estimates the valuation of Keling's business to be approximately $4.6 billion and maintains a "Buy" rating for Kuaishou with a target price of HKD 83 [1] - The demand for Keling models has rapidly increased over the past few months, currently accounting for about 40% of its revenue [1] Group 2: Revenue Projections - Goldman Sachs predicts that Keling AI's revenue for this year will exceed $140 million, with expectations for growth to between $230 million and $240 million by 2026 [1] - The expansion of Kuaishou's overseas business development team and its efforts to attract more enterprise clients in advertising, series production, and various industries are believed to be key growth drivers in the next one to two years [1]