Kuaishou's Recent Share-Price Pullback Seems Unwarranted -- Market Talk

Dow Jones

04/21

0932 GMT - Kuaishou Technology's recent share-price pullback due to competition is unwarranted, CGS International analysts say in a research note. The market likely underestimated the addressable market of the artificial-intelligence video generation industry, which could hit US$10 billion-US$13 billion by 2030, they say. Kuaishou's Kling AI will likely maintain its leading market position globally given its mainly overseas user mix and continued product leadership, they note. Kling AI's revenue could rise to 5 billion yuan in 2028 driven by rising pay user conversion and strong enterprise monetization, CGS estimates. AI could also be an efficiency multiplier for its core business of advertising, livestreaming and e-commerce. CGS International initiates its Kuaishou coverage with an add rating and target price of HK$60.43. Shares last ended at HK$46.38. (sherry.qin@wsj.com)

(END) Dow Jones Newswires

April 21, 2026 05:32 ET (09:32 GMT)

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The market likely underestimated the addressable market of the artificial-intelligence video generation industry, which could hit US$10 billion-US$13 billion by 2030, they say. Kuaishou's Kling AI will likely maintain its leading market position globally given its mainly overseas user mix and continued product leadership, they note. Kling AI's revenue could rise to 5 billion yuan in 2028 driven by rising pay user conversion and strong enterprise monetization, CGS estimates. AI could also be an efficiency multiplier for its core business of advertising, livestreaming and e-commerce. CGS International initiates its Kuaishou coverage with an add rating and target price of HK$60.43. Shares last ended at HK$46.38. (sherry.qin@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  April 21, 2026 05:32 ET (09:32 GMT)\n</p>\n<p>\n  Copyright (c) 2026 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's Recent Share-Price Pullback Seems Unwarranted -- 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's Recent Share-Price Pullback Seems Unwarranted -- 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\">2026-04-21 17:32</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<font class=\"NormalMinus1\" face=\"Arial\">\n<p>\n     0932 GMT - <a href=\"https://laohu8.com/S/KSHTY\">Kuaishou Technology</a>'s recent share-price pullback due to competition is unwarranted, CGS International analysts say in a research note. The market likely underestimated the addressable market of the artificial-intelligence video generation industry, which could hit US$10 billion-US$13 billion by 2030, they say. Kuaishou's Kling AI will likely maintain its leading market position globally given its mainly overseas user mix and continued product leadership, they note. Kling AI's revenue could rise to 5 billion yuan in 2028 driven by rising pay user conversion and strong enterprise monetization, CGS estimates. AI could also be an efficiency multiplier for its core business of advertising, livestreaming and e-commerce. CGS International initiates its Kuaishou coverage with an add rating and target price of HK$60.43. Shares last ended at HK$46.38. (sherry.qin@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  April 21, 2026 05:32 ET (09:32 GMT)\n</p>\n<p>\n  Copyright (c) 2026 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":"LU0244354667.USD","symbol_name":"SCHRODER ISF CHINA OPPORTUNITIES \"A\" ACC","start_time":0,"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","article_id":"2629841640","we_media_id":"106","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2629841640","pubTimestamp":1776763920,"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":"0932 GMT - Kuaishou Technology's recent share-price pullback due to competition is unwarranted, CGS International analysts say in a research note. The market likely underestimated the addressable market of the artificial-intelligence video generation industry, which could hit US$10 billion-US$13 billion by 2030, they say. Kuaishou's Kling AI will likely maintain its leading market position globally given its mainly overseas user mix and continued product leadership, they note. Kling AI's revenue could rise to 5 billion yuan in 2028 driven by rising pay user conversion and strong enterprise monetization, CGS estimates. AI could also be an efficiency multiplier for its core business of advertising, livestreaming and e-commerce. CGS International initiates its Kuaishou coverage with an add rating and target price of HK$60.43. Shares last ended at HK$46.38. 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The market likely underestimated the addressable market of the artificial-intelligence video generation industry, which could hit US$10 billion-US$13 billion by 2030, they say. Kuaishou's Kling AI will likely maintain its leading market position globally given its mainly overseas user mix and continued product leadership, they note. Kling AI's revenue could rise to 5 billion yuan in 2028 driven by rising pay user conversion and strong enterprise monetization, CGS estimates. AI could also be an efficiency multiplier for its core business of advertising, livestreaming and e-commerce. CGS International initiates its Kuaishou coverage with an add rating and target price of HK$60.43. Shares last ended at HK$46.38. (sherry.qin@wsj.com) \n\n\n \n\n\n  (END) Dow Jones Newswires\n\n\n  April 21, 2026 05:32 ET (09:32 GMT)\n\n\n  Copyright (c) 2026 Dow Jones & Company, Inc.","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":true,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":0,"need_auth":true,"need_login_tip":false,"code":"91000000","status":"200"}}}