Kuaishou-W (01024) issued a total of 119,900 shares upon exercise of options.
Kuaishou-W (01024) announced that a total of 119,900 shares were issued from May 4, 2026, to May 15, 2026, upon the exercise of options under the pre-IPO employee shareholding plan.
Goldman Sachs slightly lowered its target price for Kuaishou (01024.HK) to HKD 74, noting that the spin-off of Clever AI could unlock value.
Goldman Sachs issued a report stating that, according to reports, Kuaishou-W (01024.HK) plans to spin off its video generation model, Kelin AI. The firm believes that spinning off Kelin AI will diversify financing channels, alleviate pressure on Kuaishou Group's balance sheet and cash flow, better align employee incentive mechanisms and retain talent, and unlock value. The firm also provided forecasts for Kuaishou’s first-quarter performance in the fiscal year 2026, expecting results to be largely in line with expectations. Although management lowered the guidance for the fiscal year 2026 in March, Kelin AI's current annual run rate (ARR) is outperforming the firm's and market expectations. If it can maintain its full-year revenue and profit figures...
The State Administration for Market Regulation (SAMR) announced the acceleration of the development of 'Internet + AI-based regulation' to address issues related to online food delivery and popular internet food products.
The National Market Supervision System Food Safety Work Symposium was held yesterday (August 14) in Shenyang, Liaoning Province. The conference emphasized that market supervision departments at all levels must firmly establish and implement a correct view of political achievements, continuously deepen the full-chain supervision of food safety, accelerate the construction of 'Internet + AI regulation,' and focus on comprehensive governance of prominent issues of public concern such as campus food, online catering, internet celebrity foods, and the misuse of food additives. Efforts should also be made to strengthen regulatory capacity building, constantly improve risk prevention and emergency response mechanisms, effectively tighten the food safety protection network, and fully safeguard the 'safety on the tip of the people’s tongues.'
Zhitong HKEX Stock Connect Holdings Analysis | May 15
Analysis of Stock Connect Holdings | May 14, 2026
Kuaishou Technology Stock Slips 1.5% in Hong Kong
JPMorgan: If Keeling AI's valuation reaches US$520 billion, Kuaishou-W’s valuation could reach HK$73 per share.
Morgan Stanley released a research report stating that Kuaishou-W (01024) plans to spin off its large video generation model, Kling AI, with a target valuation of $20 billion. The annualized recurring revenue (ARR) of Kling AI has recently reached $500 million. Kling AI is projected to achieve an ARR of $1.3 billion by the first quarter of 2027. The bank believes that the potential spin-off of Kling AI will become a significant value-unlocking event for Kuaishou. According to a Sum-of-the-Parts (SOTP) analysis, if Kling AI reaches a valuation of $52 billion, assuming the first-quarter 2027 ARR hits $1.3 billion at a 40x ARR multiple, Kuaishou's target share price could reach