智通财经网·2025-12-03 06:52Core Viewpoint - Goldman Sachs has released a report indicating that Kuaishou-W (01024) is set to benefit from the launch of its new product, Keling O1, which is positioned as the first unified multimodal creation tool, potentially leading to an upward revision of revenue forecasts for Kuaishou's AI business in Q4 of this year [1] Group 1: Product Launch and Market Impact - The Keling O1 tool is being introduced this week, including upgrades such as the O1 image editing model [1] - Goldman Sachs estimates the valuation of Kuaishou's AI business at approximately $4.6 billion [1] Group 2: Revenue Projections - The demand for Keling models has rapidly increased over the past few months, now accounting for about 40% of Kuaishou's revenue [1] - Revenue forecast for Kuaishou's AI business is projected to exceed $140 million this year, with expectations to grow to between $230 million and $240 million by 2026 [1] Group 3: Business Expansion - Kuaishou is actively expanding its overseas business development team and attracting more enterprise clients across advertising, series production, and various industries, which is expected to be a major growth driver in the next one to two years [1]