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<Research>G Sachs Keeps Buy on KUAISHOU-W, Predicts Upward Revision in 4Q Kling AI Rev. Forecast
Recommend 18 Positive 25 Negative 20 |
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Goldman Sachs released a research report on KUAISHOU-W (01024.HK), which recently launched "Kling O1", positioned as the first unified multimodal creation tool, and will continue to release more model upgrades such as the O1 image editing model this week. In recent months, corporate demand for Kling models has leapfrogged, currently accounting for about 40% of its revenue. Goldman Sachs considered that Kuaishou's persistent expansion of its overseas business development team and the acquisition of more corporate clients in advertising, drama production, and various industries will be the main growth drivers for the next 1-2 years. The current revenue forecast for Kling AI business in 2025 is over USD140 million, with expectations to grow to between USD230-240 million by 2026. With the launch of Kling O1, Goldman Sachs believed the market may revise up 4Q25 revenue forecast for Kling AI business. The current valuation for Kling business is approximately USD4.6 billion, and Goldman Sachs maintained Buy on Kuaishou with a target price of HKD83. AASTOCKS Financial News Website: www.aastocks.com |
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