Zhi Tong Cai Jing·2026-01-09 02:42Core Viewpoint - Kuaishou-W (01024) shares experienced a nearly 5% intraday increase, currently up 3.96% at HKD 74.75, with a trading volume of HKD 1.285 billion. Goldman Sachs highlighted that the upgrade and new features of Kuaishou's Keling AI in December last year are expected to enhance user recognition and revenue in overseas markets, potentially raising Kuaishou's revenue forecast for the fiscal year 2026 and boosting its stock price [1] Group 1 - Goldman Sachs predicts Keling AI's revenue to exceed USD 140 million in 2025 and approximately USD 230-240 million in 2026 [1] - The expansion of Kuaishou's overseas business development team and the introduction of more enterprise clients are expected to drive significant growth in the next 1-2 years [1] Group 2 - JPMorgan reported that Keling AI's daily revenue on mobile platforms increased by 102% in January compared to the previous month [1] - Although JPMorgan anticipates that Keling AI's actual revenue growth in Q1 this year may not be as pronounced due to most revenue still coming from PC platforms, the strong performance thus far indicates that AI video generation remains a key vertical in the generative AI development space [1] - The monetization potential of industry leaders like Keling AI is believed to have significant upward space in both enterprise and consumer segments [1]