Changes in Hong Kong stocks | Kuaishou-W (01024) rose more than 3% in early trading, institutions are optimistic that Keling AI is expected to significantly increase the supply of advertising content

The Zhitong Finance App learned that Kuaishou-W (01024) rose more than 3% in early trading. As of press release, it had risen 3.65% to HK$65.4, with a turnover of HK$2,218 billion.

According to news, in January of this year, the total number of monthly users visiting Kuaishou Keling AI worldwide increased 113% month-on-month. Huaan Securities released a research report saying that in November 2024, Kuaishou-W launched the “Keling AI” independent app on the App Store, further deepening the AI layout on mobile devices. From the product side, the Keling series product matrix has been gradually improved, including apps, web versions, applets, overseas versions, etc. On March 7, 2025, Andreessen Horowitz released the 2025 global ranking of 100 generative AI consumer-grade applications. Among them, Kuaishou Keling ranked 20, surpassing products in similar categories such as Sora, Midjourney, and Runway. According to aicpb.com statistics, the number of visits to Keling's website reached 18.04 million in January '25, an increase of 44.57% over the previous month.

According to the bank, which is related to retrading US stocks, AI has improved ad conversion rate and efficiency through real-time feedback optimization, intelligent recommendation engines, and automated ad creative generation, etc., which has boosted advertising efficiency and revenue for Meta, AppLovin, Pinterest, and Snapchat, and has driven the stock prices of corresponding US stock companies to rise sharply. On the one hand, large video generation models such as Keling AI have broad application space in the field of advertising demand. Lower generation costs can enable small and medium-sized advertisers to independently generate advertisements, significantly increasing the supply of advertising content. At the same time, for large advertisers, their agents' offers are expected to decrease. At the same time, benefiting from the increased accuracy of advertising, ROI returns will also increase accordingly. Overall, the supply volume will increase, and return will promote the healthy development of the industry. In addition, an increase in the supply of advertisements will bring higher revenue to advertising platforms and achieve both volume and price increases.