来源：观点地产网 观点网讯：快手科技于1月13日宣布，可灵AI于2025年12月的当月收入突破2000万美元，对应年化收入 运行率（简称ARR）达2.4亿美元。 花旗表示，此前已预期可灵AI在12月会有不错表现，这一结果仍略高于该行预期，预示着2026年的营 收前景稳健。 另据分析师Brian Gong等人在报告中称，12月的强劲表现可能得益于Kling Video 2.6的推出，该版本包 含"动作控制"这一新功能，在海外市场的AI生成视频内容中广受欢迎，认为可灵全年收入可能超过2.5 亿美元。 此外，尽管快手核心电商业务面临一些不利因素，但基于可灵AI的出色表现，花旗维持对快手港股的 买入评级。 免责声明：本文内容与数据由观点根据公开信息整理，不构成投资建议，使用前请核实。 ...

Core 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]

本文源自：金融界AI电报 快手宣布旗下可灵AI的12月收入2000万美元。花旗称，此前已预期可灵AI在12月会有不错表现，这一 结果仍略高于该行预期，预示着2026年的营收前景稳健。分析师Brian Gong等人在报告中称，12月的强 劲表现可能得益于Kling Video 2.6的推出，该版本包含"动作控制"这一新功能，在海外市场的AI生成视 频内容中广受欢迎。认为可灵全年收入可能超过2.5亿美元。尽管快手核心电商业务面临一些不利因 素，但基于可灵AI的出色表现，维持对快手港股的买入评级。 ...