智通财经网·2026-01-12 08:42Group 1 - Kuaishou-W (01024) experienced a strong increase, closing up 7.43% at HKD 80.25 per share, marking a new high for the period, with a trading volume of HKD 6.691 billion. The stock has risen over 25% year-to-date, leading the Hong Kong tech sector [1] - The recent viral trend of "pet dancing" AI videos, driven by Kuaishou's Keling AI, has gained traction on overseas social platforms, spreading from South Korea globally [1] - Multiple international investment banks have recently reassessed Kuaishou's positioning and value in the generative AI sector, with JPMorgan highlighting its advantageous position and potential as one of the most undervalued AI stocks globally [1] Group 2 - Goldman Sachs noted that after the model upgrade of Keling AI in December, the platform is expected to enhance overseas user recognition and monetization efficiency, leading to increased revenue expectations for Kuaishou in fiscal year 2026, with projected revenues of over USD 140 million in 2025 and approximately USD 230-240 million in 2026 [1] - Macquarie included Kuaishou as a core target for AI applications in its Asian internet outlook report, emphasizing its differentiated advantages in video generation models amid growing demand from professional users and enterprises [1] - Several institutions pointed out that Kuaishou's main platform valuation remains relatively reasonable under current market pricing, while the AI business has not been fully reflected, indicating potential for further revaluation of the company's overall valuation as Keling AI commercializes [2]