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<Research>UBS: KUAISHOU-W (01024.HK) Kling AI Monetization Progresses Well; TP Raised to $108
Recommend 36 Positive 46 Negative 21 |
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KUAISHOU-W (01024.HK)'s Kling AI app paying user scale grew by about 3.5x MoM since January 2026, with average daily revenue levels increasing by about 30%, UBS released a research report saying. This reflects good progress in monetization. Currently, Kling's monthly active users have surpassed 12 million, mainly driven by a series of product iterations since the end of last year, in the broker's view. UBS was pleased to see Kling AI entering the mass market, with its lower usage threshold expected to boost user engagement. The broker estimated that the global potential market user base for video generative AI could reach 90-140 million, with annual revenue ranging from US$11-23 billion. Considering the current lower market penetration rate, UBS believed that Kling AI still has larger growth potential. Therefore, the broker kept rating at Buy on KUAISHOU-W, and raised its target price from $95 to $108. UBS also significantly raised its 2026 revenue forecast for Kling AI to RMB2.3 billion. AASTOCKS Financial News Website: www.aastocks.com |
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