In "The Big Banks," China International Capital Corporation predicts that Kuaishou's AI will unleash long-term value, with the target price rising to 80 yuan

Bank of China International published a research report, expecting Kuaishou-W (01024.HK) to meet market expectations for its performance in the last quarter of last year, with total revenue projected to grow by 10% year-on-year and adjusted net profit reaching 5.4 billion RMB. Although the ongoing intense competition in core business and stricter tax scrutiny pose short-term pressures on the company, the firm execution of a focused strategy leveraging the integration of AI capabilities, including KuaLing, with core content and business ecosystems will unlock the company's long-term commercialization potential.

Bank of China International believes that KuaLing AI will further consolidate its global competitive advantage through model capabilities, rich customization features, user-friendly interfaces, competitive and monetization-focused tiered pricing strategies, cost-effectiveness, and localized operations and channel expansion in various regions worldwide. The company’s rating has been upgraded to "Buy"; the target price has surged from HKD 66 to HKD 80