Xin Lang Cai Jing·2026-01-07 01:56Core Insights - Goldman Sachs states that Kuaishou's Keling AI, following its model upgrade and new feature launch in December last year, is expected to enhance user recognition in overseas markets and boost revenue, potentially raising Kuaishou's revenue forecast for fiscal year 2026 and uplifting its stock price [1][2]. Company Summary - Goldman Sachs analyst Lincoln Kong predicts Keling AI's revenue to exceed $140 million in 2025 and reach approximately $230-240 million in 2026 [1][2]. - The company is expanding its overseas business development team and attracting more enterprise clients, which is expected to drive significant growth in the next 1-2 years [1][2]. Industry Summary - The artificial intelligence video generation industry is still in its early stages, with a projected market size of $39 billion by 2033, compared to an estimated $1 billion in 2025, indicating a compound annual growth rate of 56% [1][2].