Goldman Sachs said that Kuaishou's Keling AI model upgrade and launch of new features in December last year is expected to push it to expand user recognition and increase revenue in overseas markets, which may raise Kuaishou's revenue expectations for fiscal year 2026 and boost stock prices. Goldman Sachs analyst Lincoln Kong said in the report that the revenue forecast for Keling AI is over US$140 million in 2025 and around US$23-240 million in 2026. The market potential of the industry is huge. The artificial intelligence video generation industry is still in its early stages. The potential market size is expected to reach 39 billion US dollars by 2033. Compared with the estimated 1 billion US dollars in 2025, the compound annual growth rate is 56%. As Kuaishou expands its overseas business development team and introduces more corporate customers, corporate customer demand will continue to be a key growth driver for the next 1-2 years.

Goldman Sachs said that Kuaishou's Keling AI model upgrade and launch of new features in December last year is expected to push it to expand user recognition and increase revenue in overseas markets, which may raise Kuaishou's revenue expectations for fiscal year 2026 and boost stock prices. Goldman Sachs analyst Lincoln Kong said in the report that the revenue forecast for Keling AI is over US$140 million in 2025 and around US$23-240 million in 2026. The market potential of the industry is huge. The artificial intelligence video generation industry is still in its early stages. The potential market size is expected to reach 39 billion US dollars by 2033. Compared with the estimated 1 billion US dollars in 2025, the compound annual growth rate is 56%. As Kuaishou expands its overseas business development team and introduces more corporate customers, corporate customer demand will continue to be a key growth driver for the next 1-2 years.