Understanding the Market | KUAISHOU-W rose over 8% in early trading, its subsidiary Keling AI has attracted attention from various parties, with the total number of global monthly active users in January doubling month-on-month
KUAISHOU-W rose over 8% in early trading, and as of the time of writing, it has increased by 7.14%, trading at HKD 56.3, with a transaction volume of HKD 1.407 billion. KeLing AI has attracted attention, with a 113% month-on-month increase in global monthly active users in January. UBS pointed out that online entertainment and education are the core scenarios for AI implementation, and KUAISHOU is in a leading position in the global video generation model field. Morgan Stanley expects that KUAISHOU's Q4 fiscal report for 2024 will become the next catalyst
According to Zhitong Finance APP, KUAISHOU-W (01024) rose over 8% in early trading, and as of the time of writing, it is up 7.14%, priced at HKD 56.3, with a transaction volume of HKD 1.407 billion.
In terms of news, according to the 21st Century Business Herald, on March 5th, Chen Changsheng, a member of the drafting group for the "Government Work Report" and deputy director of the State Council Research Office, stated that last year's "Government Work Report" first proposed to implement the "Artificial Intelligence + Action" initiative, and that artificial intelligence in China has accelerated significantly around the Spring Festival. For example, DeepSeek's global outreach and Yushu Robotics performing the Yangko dance at the Spring Festival Gala. Chen Changsheng mentioned that many are asking why the "Hangzhou Six Little Dragons" suddenly exploded, and there are many factors, including the lesser-known Keling (video large model), which has received international recognition surpassing Sora. Many applications of artificial intelligence are accelerating their implementation, which is very exciting for everyone.
Additionally, in January of this year, Kuaishou's Keling AI saw a month-on-month increase of 113% in global monthly active users. UBS recently pointed out that online entertainment and education are the core scenarios for AI implementation, and Kuaishou, as a benchmark in the application layer, has its self-developed Keling AI leading in the global video generation model field. JP Morgan stated that Kuaishou's next catalyst should be the Q4 fiscal year 2024 earnings report, and it is expected that management will provide updates on the impact of artificial intelligence on Kuaishou's core applications and the Keling large model