大行评级|花旗:维持快手“买入”评级 可灵AI上月收入略高于预期
Ge Long Hui·2026-01-14 06:28

Core Viewpoint - Citigroup reports that Kuaishou's Keling AI is expected to exceed monthly revenue of $20 million by December 2025, indicating an annualized revenue run rate of $240 million [1] Group 1: Financial Performance - Keling AI's strong performance in December is likely attributed to the launch of Kling Video version 2.6, which features popular motion control capabilities in overseas markets for AI-generated video content [1] - The monthly revenue of over $20 million slightly surpasses Citigroup's expectations, reflecting a robust revenue outlook for 2026, with potential annual revenue exceeding $250 million [1] Group 2: Investment Rating - Due to the outstanding performance of Keling AI, Citigroup maintains a "Buy" rating on Kuaishou, with a target price set at HKD 88 [1]