Xin Lang Cai Jing·2026-01-14 02:16Core Viewpoint - Kuaishou Technology announced that its Keling AI is expected to exceed $20 million in revenue for December 2025, corresponding to an annual recurring revenue (ARR) of $240 million [1] Group 1: Financial Performance - Citigroup had previously anticipated a strong performance for Keling AI in December, and the actual results slightly exceeded their expectations, indicating a solid revenue outlook for 2026 [1] - Analysts, including Brian Gong, noted that the strong performance in December may be attributed to the launch of Kling Video 2.6, which features a new "motion control" function that has gained popularity in overseas markets for AI-generated video content [1] - The annual revenue for Keling AI is projected to potentially exceed $250 million [1] Group 2: Market Position and Ratings - Despite facing some adverse factors in Kuaishou's core e-commerce business, the strong performance of Keling AI has led Citigroup to maintain a buy rating on Kuaishou's Hong Kong stock [1]