UBKUASO@EP2702A

Kuaishou Increases Investment in Short Drama Incubation: 800 Million in Funds, 200 Million in Cash, and 1 Billion in Dedicated Traffic

Kuaishou Releases Short Drama Data: Daily Exposure Hits 129 Million, Supply Up 8x Year-on-Year

Kuaishou is reportedly weighing a spin-off of its 'Kling' AI unit at a $20 billion valuation

Kuaishou Technology to hold Annual General Meeting on June 25 to approve final dividend, share repurchase, and other proposals

Kuaishou announced at its Life Services Conference that as of the first quarter of 2026, its life services business has covered 208 sub-sectors.

Kuaishou Smart Cloud Ulanqab Data Center (Phase II) Project Fully Delivered

Kuaishou Faces Dual Challenges of Compliance and AI Breakthrough, Hit with Large Fines

Market Analysis Expresses Skepticism Over the $20 Billion Valuation of Kuaishou's Kling AI Spinoff

Kuaishou Issues 119,900 Additional Shares Due to Option Exercise

Kuaishou Releases Q1 LBS Data, Plans to Empower Merchants with AI for Cost Reduction and Efficiency

Kuaishou launches new AI products and a dual-link operation model at its Life Service Conference

Tencent Video Ends Copyright Cooperation with Douyin, Turns to Invest in Kuaishou and Kling AI

About 70% of Kuaishou Kling's Revenue Comes from Overseas Markets

Kuaishou to Hold Life Service Conference on May 15, 2026, Focusing on AI Empowerment

Broker Rating | JPMorgan: Kuaishou's target price could reach HK$73 if Kling AI is valued at US$52 billion

CLSA: Maintains 'Outperform' rating on Kuaishou, optimistic Keling AI will become a top-three global model

Stockstar analyzes why Kuaishou plans to spin off Kling AI

CSI Artificial Intelligence Index Hits New High, Weights Stocks Mixed, Kuaishou Plans AI Business Spin-Off

JPMorgan: Kuaishou Plans to Spin Off Kling AI Business with Target Valuation of $20 Billion

UBS and DBS Maintain Buy Ratings for Kuaishou Technology B Shares

HINSANG GROUP

RIVERINE CHINA

PASHUN INT RTS

BRAINAURORA-B

SOFTMEDX

GOLDENPOWER

ZHONGKE GROUP

VISION SYNERGY

GEMILANG INTL

GHPC

01024

KUAISHOU-Wplans to invest RMB800 million this year to explore diversified revenue-sharing models and allocate RMB200 million to incubate premium drama series. Additionally, the company will dedicate RMB1 billion in traffic incentives for high-quality short drama content. As of April 2026, KUAISHOU-W's short drama content had an average daily exposure of 129 million, with users spending 29 minutes daily watching.

- KUAISHOU-W (01024.HK) plans to invest RMB 800 million to explore diversified revenue-sharing models and RMB 200 million to incubate premium drama series.  
- The company will also allocate RMB 1 billion in traffic incentives to support high-quality short drama content, with average daily exposure of such content reaching 129 million as of April 2026.  
- Over the past year, the supply of short drama series on KUAISHOU-W increased by 8 times, and the number of traffic acquisition clients grew by 2.6 times.

AASTOCKS News

KUAISHOU-W

KUAISHOU-WR

KUAISHOU-W Plans to Pump RMB800M This Yr to Explore Diversified Revenue-sharing Models, RMB200M Cash to Incubate Premium Drama Series

HKUD

UBS analyst maintained a Buy rating on Kuaishou Technology Class B yesterday and set a price target of HK$68.00.Claim 55% Off TipRanksUnlock hedge fund-level data and powerful investing tools for smarter, sharper decisions Discover top-performing stock ideas and upgrade to a portfolio of market leaders with Smart Investor Picks In a report released yesterday, DBS also maintained a Buy rating on the stock with a HK$67.00 price target.

- UBS analyst confirmed a Buy rating on Kuaishou Technology Class B with a price target of HK$68.00.  
- Similarly, DBS maintained a Buy rating with a price target of HK$67.00 in a report released on the same day.  
- Both analyses reflect confidence in the stock's performance and potential in the market.

Tip Ranks

Kuaishou HK SDR 5to1

UBS Group AG

DBS Group

Kuaishou Technology Class B (1024) Receives a Buy from UBS

00700

80700

TCEHY

TCTZF

HTCD

09988

89988

HBBD

BABA

01698

AMZN

81024

09618

89618

HJDD

0512 | Dolphin Research Focus — Macro/Industry. The BLS will release Apr CPI at 20:30 Beijing time on Tue, with the street expecting 3.7%–3.8% YoY and 0.6% MoM, as core inflation is supported by rents and oil.The print is a key input for the Fed's Jun FOMC. A beat would curb rate-cut odds and lift UST yields, pressuring global risk assets near term. A miss would likely revive easing trades, benefiting growth and HK tech...

Kuaishou to spin off 'Kling' for a standalone listing; Tencent holds the line on social | Daily News Recap

06869

On the afternoon of May 12, the Hong Kong stock market continued its narrow fluctuation pattern, with the Hang Seng Tech Index's decline expanding. Structural opportunities in the market became prominent: Hengrui Pharma and Bristol Myers Squibb (BMS) reached a global strategic cooperation worth over $10 billion, driving the innovative drug sector to surge against the market trend; Kuaishou clarified that the spin-off of Kuaishou AI is still in the preliminary evaluation stage, with its stock price continuing to strengthen and ranking among the top in trading volume. Meanwhile, the semiconductor sector was dragged down by overseas market sentiment, while resource stocks performed actively against the backdrop of rising international oil prices

Market Pulse

YOFC

HUA HONG SEMI

SMIC

POP MART

WEICHAI POWER

Weichai Power

HENGRUI PHARMA

Hengrui Pharma

Bristol Myers Squibb

160 HEALTH

MONTAGE TECH

Montage Technology

HANS CNC

XL2CSOPHYNIX

XL2CSOPSMSN

Corning

NVIDIA

ZIJIN MINING

Zijin Mining

PETROCHINA

CNOOC

TRACKER FUND

TENCENT

BABA-W

CSOP HS TECH

HSCEI ETF

Hua Hong

SMIC HK SDR 5to1

POP MART HK SDR 20to1

Bristol-Myers Squibb Company

Han's CNC

NVIDIA Corporation

PetroCN HK SDR 1to2

CNOOC-R

Tencent

TENCENT-R

Tencent HK SDR 10to1

Tencent Holdings Limited

Alibaba

BABA-WR

Alibaba HK SDR 5to1

Hong Kong stocks intraday | The three major indices fluctuated narrowly, the innovative drug sector strengthened significantly, and Kuaishou clarified the rumors of a spin-off and performed actively

In a report released yesterday, from Orient Securities maintained a Buy rating on Kuaishou Technology Class B, with a price target of HK$74.06.Claim 55% Off TipRanksUnlock hedge fund-level data and powerful investing tools for smarter, sharper decisions Discover top-performing stock ideas and upgrade to a portfolio of market leaders with Smart Investor Picks The word on The Street in general, suggests a Strong Buy analyst consensus rating for Kuaishou Technology Class B with a HK$70.09 average price target.

- Orient Securities has maintained a Buy rating on Kuaishou Technology Class B, with a price target of HK$74.06.  
- The overall analyst consensus rating for Kuaishou Technology Class B is Strong Buy, with an average price target of HK$70.09.  
- These insights indicate a positive outlook for the stock among market analysts.

DFZQ

Orient Securities Keeps Their Buy Rating on Kuaishou Technology Class B (1024)

Kuaishou Technology is considering restructuring and seeking external financing for its Kling AI assets. The board is evaluating a proposal that could involve outside capital to enhance financial resources. However, discussions are in early stages, with no definitive agreements yet, creating uncertainty for stakeholders. If successful, this move could clarify the value of Kuaishou's AI portfolio and improve funding for its Kling AI unit. The latest analyst rating for Kuaishou stock (HK:1024) is a Buy with a price target of HK$82.00.

- Kuaishou Technology has acknowledged reports regarding plans for external financing and a separate listing for its Kling AI assets while evaluating a restructuring proposal for these operations.  
- Discussions are at an early stage, with no definitive agreements, leading to caution for shareholders as potential benefits of restructuring must be weighed against execution risks and market conditions.  
- Currently, the stock has a Buy rating with a price target of HK$82.00, amid ongoing investments in AI to enhance product innovation and competitiveness.

Kuaishou Weighs Restructuring and External Financing for Kling AI Assets

On May 12th, the Hong Kong stock market closed at noon, showing a significant structural differentiation pattern. The Hang Seng Index and the Hang Seng China Enterprises Index both rose slightly, while the Hang Seng Tech Index fell slightly due to the drag from heavyweight stocks. Kuaishou surged nearly 4% in half a day, leading the trading volume, stimulated by the news of its subsidiary "Keling AI" planning to spin off and list independently; the optical communication and resource sectors performed actively, with PetroChina leading the blue chips. Meanwhile, influenced by short-selling bubble warnings and sentiment factors, the previously strong semiconductor sector experienced collective profit-taking, with SMIC and Hua Hong Semiconductor leading the declines

- The Hong Kong stock market's major indices showed mixed results, with the Hang Seng Index rising by 0.30% to 26,486.63 points while the Hang Seng Tech Index fell by 0.39% to 5,086.61 points.  
- Kuaishou's stock surged 3.78% after news of its AI division's planned spin-off, and the optical communications sector benefited from a partnership between Nvidia and Corning.  
- Concerns about an impending correction in AI stocks and inflation data due from the U.S. could impact market liquidity and investor sentiment.

Hang Seng Index

Hang Seng China Enterprises Index

Hang Seng TECH Index

JIANGXI COPPER

JCCL

GIGADEVICE

Goldman Sachs

BANK OF CHINA

Bank Of China

ICBC

CHINA RES LAND

GS Hldg R

BOC HONG KONG

Bank of China

Hong Kong Stock Market Mid-Review | The three major indices show structural differentiation, Kuaishou surges due to the positive impact of AI spin-off, and the semiconductor sector collectively retreats

KUAISHOU-W rose 10.17%; Tencent Holdings rose 0.17%, with a transaction amount reaching HKD 906 million; Baidu-SW rose 0.64%, with a transaction amount reaching HKD 46.76 million; Meitu Inc. rose 1.50%, with a transaction amount reaching HKD 42.46 million; Bilibili-W rose 0.64%, with a market value reaching HKD 72.2 billion

- Kuaishou-W's stock rose by 10.17% following the announcement of plans to spin off its AI video business and pursue an IPO with an estimated valuation of $20 billion.  
- Tencent Holdings also saw a stock increase of 0.17%, driven by significant trading volumes and positive growth expectations in its advertising business, as well as investments in AI companies.  
- Baidu-SW's stock climbed 0.64% as market interest grew in its Kunlun chip's IPO plans, alongside forecasts indicating a 45% annual revenue increase in AI cloud infrastructure, asserting Baidu's competitive position.

HK Stock Alerts

BIDU-SW

MEITU

BILIBILI-W

Hong Kong stock movement: KUAISHOU-W rises 10.17%, the spin-off of its AI business sparks market enthusiasm, target price raised to HKD 84!

GOOGL

GOOG

09888

89888

HBUD

BIDU

0511 | Dolphin Research Watch: 🐬 Macro/Industry update. U.S. President Trump will pay a state visit to China on May 13–15, the first by a U.S. president in nine years.This leader-level diplomacy sets the strategic tone and should help manage differences and stabilize U.S.-China relations. It adds certainty globally; watch trade and tech engagement for near-term catalysts and long-term impacts on asset prices.2) Iran-U.S. talks have deteriorated, with Iran demanding that oil sanctions be lifted within 30 days and asserting control over the Strait of Hormuz. Trump called this 'completely unacceptable'...

GOOGL issues JPY bonds to fuel the AI race; BABA integrates Qwen with Taobao to double down on smart shopping | Daily News Recap

03296

01208

00100

01347

01072

09903

09696

HUAQIN(03296) rose 10.09%, with a trading turnover 323.3 Million HKD, and a year-to-date rose 54.4%. KUAISHOU-W(01024) rose 9.4%, with a trading turnover 9.0 Billion HKD, and a year-to-date fell 17.2%. MINIMAX-W(00100) fell 9.51%, with a trading turnover 881.2 Million HKD, and a year-to-date rose 350%. HUA HONG SEMI(01347) fell 7.5%, with a trading turnover 7.2 Billion HKD, and a year-to-date rose 76%.

- The Hang Seng Index fell by 0.87%, with a year-to-date increase of 3%.  
- The Hang Seng Tech Index declined by 0.36%, showing a year-to-date drop of 7.5%.  
- Notable stock movements include Huqina Technology rising by 10.09% and Kuaishou-W increasing by 9.4%, while MINIMAX-W dropped by 9.51% and Huahong Semiconductor decreased by 7.5%.

Top Gainers&Losers

HUAQIN

MINIMAX-W

DONGFANG ELEC

ILUVATAR COREX

TIANQI LITHIUM

Top 5 HK Stock Gainers/Losers (>100B) (5.8)

Today’s Key News Recap

Deutsche Bank AG

TME-SW

Tencent Music

Amazon

JD-SW

JD-SWR

JD HK SDR 10to1

JD.com

The market has moved up so much and so fast. I think there is too much FOMO and not much value left in the market. Maybe it’s wiser to step aside and stay defensive.

Apple

dingdongbell

Ranks in the top 90% of account holders by rate of return
Calculated based on your Longbridge (Singapore) A/C

Rate Of Return

Micron near USD900 BILLION market cap. Tesla up 4% on Musk joining Trump's Beijing delegation. Two HUGE signals. My bet: Tesla pops another 6-8% if any Beijing tech-cooperation language softens. Micron stays bid on AI memory pricing tightness — it's just price-discovery toward USD1 trillion. Bottom line: long both. Hit that like if you're long TSLA into the Beijing summit

Fair_Lemon5303

Markets appear priced for near-perfect execution: AI demand visibility and policy optimism are supporting momentum, but valuations leave little room for macro disappointment. A balanced stance may favor selective trimming into strength rather than aggressively adding ahead of CPI and Trump-Beijing headlines. Musk joining the delegation signals a potential thaw in strategic tech coordination, but durability remains uncertain given prior reversals in US-China policy cycles. If CPI surprises hot alongside rising commodity pressure, a hawkish Fed transition could benefit financials, including Singapore banks, while compressing long-duration tech multiples despite strong AI fundamentals.

TheRaccoonAnalysis

Ranks in the top 50% of account holders by rate of return
Calculated based on your Longbridge (Singapore) A/C

🇺🇸🇭🇰🇸🇬 Big moves across US, HK, SG markets. Join the chat &amp; earn Task Coins!

UBKUASO@EP2702A(29326.HK)

KUAISHOU-W Plans to Pump RMB800M This Yr to Explore Diversified Revenue-sharing Models, RMB200M Cash to Incubate Premium Drama Series

Kuaishou Technology Class B (1024) Receives a Buy from UBS

Kuaishou to spin off 'Kling' for a standalone listing; Tencent holds the line on social | Daily News Recap

Hong Kong stocks intraday | The three major indices fluctuated narrowly, the innovative drug sector strengthened significantly, and Kuaishou clarified the rumors of a spin-off and performed actively

Orient Securities Keeps Their Buy Rating on Kuaishou Technology Class B (1024)