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<Research>JPM: KUAISHOU-W (01024.HK) Kling AI Shows Strong Performance in Early-2026, Reflecting Huge Monetization Potential
Recommend 25 Positive 36 Negative 15 |
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The recent rise in KUAISHOU-W (01024.HK)'s share price is primarily due to the circulation of AI-generated pet dancing videos on social networks, which has driven Kling AI's strong performance in mobile platforms such as overseas markets and mobile phone, according to JPMorgan's research report. Although the broker expected that Kling AI's 1Q26 actual revenue growth will not be as significant, as most of its revenue still comes from PC platforms, namely corporate and professional users, it believed that the strong performance so far has proven that AI video generation remains a key vertical in the development of generative AI. This also reflects that industry leaders like Kling AI possess substantial upside potential for monetization not only on the enterprise side but also on the consumer side. JPMorgan predicted KUAISHOU-W's 2026 earnings to grow by 20%, based on a profit margin expansion of 1.4 ppts. Therefore, the broker currently rated KUAISHOU-W at Overweight, with a target price of $89. AASTOCKS Financial News Website: www.aastocks.com |
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