Kuaishou Set for Bumper 2H Thanks to AI Lead -- Market Talk

Dow Jones

Sep 03

0613 GMT - Kuaishou is set to maintain strong earnings growth in 2H, thanks in part to its AI platform Kling, Nomura analysts say. The short-video app operator sounds upbeat on Kling's position as a leader in the video-generation tool space, and Nomura thinks it has scope to hold its ground as competition rises. Kling has a first-mover advantage and has grown subscribers via word of mouth without incurring big marketing costs, Nomura's Jialong Shi and Rachel Guo write. Kling's AI revenue topped CNY250 million in 2Q and Kuaishou has guided for an annual figure of CNY900 million. It also aims to expand Kling AI into game development and film & TV production, and has a major upgrade in the works. Nomura maintains a HK$90 price target and a buy rating on the stock. (jason.chau@wsj.com)

(END) Dow Jones Newswires

September 03, 2025 02:14 ET (06:14 GMT)

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The short-video app operator sounds upbeat on Kling's position as a leader in the video-generation tool space, and Nomura thinks it has scope to hold its ground as competition rises. Kling has a first-mover advantage and has grown subscribers via word of mouth without incurring big marketing costs, Nomura's Jialong Shi and Rachel Guo write. Kling's AI revenue topped CNY250 million in 2Q and Kuaishou has guided for an annual figure of CNY900 million. It also aims to expand Kling AI into game development and film &amp; TV production, and has a major upgrade in the works. Nomura maintains a HK$90 price target and a buy rating on the stock. (jason.chau@wsj.com) \n</p>\n<pre style=\"white-space: pre\">\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  September 03, 2025 02:14 ET (06:14 GMT)\n</p>\n<p>\n  Copyright (c) 2025 Dow Jones &amp; Company, Inc.\n</p>\n</font>","source":null,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Kuaishou Set for Bumper 2H Thanks to AI Lead -- Market Talk</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nKuaishou Set for Bumper 2H Thanks to AI Lead -- Market Talk\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2025-09-03 14:14</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<font class=\"NormalMinus1\" face=\"Arial\">\n<p>\n     0613 GMT - Kuaishou is set to maintain strong earnings growth in 2H, thanks in part to its AI platform Kling, Nomura analysts say. The short-video app operator sounds upbeat on Kling's position as a leader in the video-generation tool space, and Nomura thinks it has scope to hold its ground as competition rises. Kling has a first-mover advantage and has grown subscribers via word of mouth without incurring big marketing costs, Nomura's Jialong Shi and Rachel Guo write. Kling's AI revenue topped CNY250 million in 2Q and Kuaishou has guided for an annual figure of CNY900 million. It also aims to expand Kling AI into game development and film &amp; TV production, and has a major upgrade in the works. Nomura maintains a HK$90 price target and a buy rating on the stock. (jason.chau@wsj.com) \n</p>\n<pre style=\"white-space: pre\">\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  September 03, 2025 02:14 ET (06:14 GMT)\n</p>\n<p>\n  Copyright (c) 2025 Dow Jones &amp; Company, Inc.\n</p>\n</font>\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU1303224171.USD","symbol_name":"NINETY ONE GSF ALL CHINA EQUITY \"A\" (USD) INC","start_time":0,"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","article_id":"2564352314","we_media_id":"106","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2564352314","pubTimestamp":1756880040,"columns":[],"sourceInfo":null,"weMediaInfo":{"media_name":"Dow Jones","introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"summary":"0613 GMT - Kuaishou is set to maintain strong earnings growth in 2H, thanks in part to its AI platform Kling, Nomura analysts say. The short-video app operator sounds upbeat on Kling's position as a leader in the video-generation tool space, and Nomura thinks it has scope to hold its ground as competition rises. Kling has a first-mover advantage and has grown subscribers via word of mouth without incurring big marketing costs, Nomura's Jialong Shi and Rachel Guo write. Kling's AI revenue topped CNY250 million in 2Q and Kuaishou has guided for an annual figure of CNY900 million. It also aims to expand Kling AI into game development and film & TV production, and has a major upgrade in the works. Nomura maintains a HK$90 price target and a buy rating on the stock. 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The short-video app operator sounds upbeat on Kling's position as a leader in the video-generation tool space, and Nomura thinks it has scope to hold its ground as competition rises. Kling has a first-mover advantage and has grown subscribers via word of mouth without incurring big marketing costs, Nomura's Jialong Shi and Rachel Guo write. Kling's AI revenue topped CNY250 million in 2Q and Kuaishou has guided for an annual figure of CNY900 million. It also aims to expand Kling AI into game development and film & TV production, and has a major upgrade in the works. Nomura maintains a HK$90 price target and a buy rating on the stock. (jason.chau@wsj.com) \n\n\n \n\n\n  (END) Dow Jones Newswires\n\n\n  September 03, 2025 02:14 ET (06:14 GMT)\n\n\n  Copyright (c) 2025 Dow Jones & Company, Inc.","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":true,"code":"91000000","status":"200"}}}