---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/38217482.md"
description: "During this period of watching Kuaishou, the market's attitude towards it feels a bit subtle. On one hand, advertising and e-commerce are gradually recovering, with operations focusing on cost reduction and efficiency improvement; on the other hand, continuous investment in AI and content ecosystems is required, creating a tug-of-war between short-term profits and long-term narratives. At this point, it seems more like waiting for a definitive validation."
datetime: "2026-01-29T10:41:46.000Z"
locales:
  - [en](https://longbridge.com/en/topics/38217482.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/38217482.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/38217482.md)
author: "[草莓团子](https://longbridge.com/en/profiles/2838678.md)"
---

# During this period of watching Kuaishou, the marke…


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## Comments (5)

- **Loki · 2026-01-29T10:43:03.000Z**: The gap between Kuaishou e-commerce and Douyin is quite large
- **粗心荷包蛋 · 2026-01-29T10:42:48.000Z**: Will AI investment turn into another money-burning black hole?
  - **细水长流心莫贪** (2026-01-29T10:43:34.000Z): There are definitely risks, but not investing in AI is not an option either. Now it's more about efficiency and whether it can feed back into commercialization.
- **rrrrrr · 2026-01-29T10:42:34.000Z**: Has the advertising really recovered? The overall environment doesn't seem that good.
  - **唔識江恩** (2026-01-29T10:43:20.000Z): The recovery is structural, not a full take-off. Brand advertising is cautious, but performance advertising and e-commerce related are more stable.