Zhi Tong Cai Jing·2026-01-14 01:51Core Viewpoint - Kuaishou-W (01024) shares increased nearly 5%, reaching HKD 81.95 with a trading volume of HKD 536 million, following the announcement of Keling AI's revenue performance for December 2025, which exceeded expectations [1] Group 1: Company Performance - Keling AI announced that its revenue for December 2025 surpassed USD 20 million, leading to an annual recurring revenue (ARR) of USD 240 million [1] - Previously, Keling AI reported an ARR of over USD 10 million in March 2025, just ten months after its official launch [1] - The strong performance in December is attributed to the launch of Keling Video 2.6, which features a new "motion control" capability that has gained popularity in overseas markets for AI-generated video content [1] Group 2: Market Expectations - Citigroup had anticipated a strong performance from Keling AI in December, and the actual results slightly exceeded their expectations, indicating a robust revenue outlook for 2026 [1] - Citigroup estimates that Keling's total revenue for the year could exceed USD 250 million [1]