HK Stock Market Move | KUAISHOU-W (01024) rose more than 3% in the morning, institutions are optimistic that Kuaishou AI may significantly increase the supply of advertising content.

KUAISHOU-W (01024) rose more than 3% in the morning, as of the time of publication, it rose by 3.65% to HK$65.4, with a turnover of HK$22.18 billion. On the news side, in January of this year, the global monthly active users of Kuaishou's AI platform increased by 113%. Huaan released a research report stating that in November 2024, KUAISHOU-W launched the "Ke Ling AI" independent app on the App Store, further deepening its AI layout in the mobile end. From the product side, the Ke Ling series of products matrix is gradually improving, including apps, web versions, mini programs, overseas versions, etc. On March 7, 2025, Andreessen Horowitz released the 2025 Global Top 100 Generative AI Consumer Applications Ranking, in which Kuaishou Ke Ling ranked 20, surpassing Sora, Midjourney, Runway, and other similar products. According to aicpb.com statistics, in January 2025, Ke Ling's web traffic reached 18.04 million, an increase of 44.57% compared to the previous month. The bank continued to point out that in reviewing related US stocks, AI has improved advertising conversion rates and efficiency through real-time feedback optimization, intelligent recommendation engines, and automated ad creative generation, driving up advertising efficiency and revenue for companies such as Meta, Applovin, Pinterest, Snapchat, etc., and pushing up their stock prices significantly. On one hand, the application space of large models such as Ke Ling AI in the field of advertising demand is broad, the relatively low production cost can enable small and medium-sized advertisers to independently generate ads, significantly increasing the supply of ad content. At the same time, for large advertisers, the quotes from their agents are expected to decrease, benefiting from the increase in advertising precision and ROI returns. Overall, the increase in supply and the improvement in returns will drive the industry's benign development. In addition, the increase in ad supply will bring higher revenue to advertising platforms, achieving a double increase in quantity and price.