快手-NDR 会议要点：2026 年一季度势头强劲；AI 投资将影响利润，但核心业务基本稳定，买入评级

30 March 2026 | 6:08PM HKT Equity Research Kuaishou Technology (1024.HK) NDR takeaways: Kling strong momentum through 1Q26; AI investment to weigh on profits yet main business largely stable; Buy | | | We hosted Kuaishou's CFO and Investor Relations team at a NDR meeting on Mar 27, where investors' key focus and our takeaways were centered around: 1) Kling AI momentum and competitive landscape, where management highlighted that Kling's grossing has seen strong momentum throughout 1Q26 after its new version ...