Kuaishou's AI investments Likely to Further Benefit Ad Business -- Market Talk

Dow Jones

Aug 25

0319 GMT - Kuaishou's AI investments could further benefit its ad revenue in the long run, Morningstar analyst Ivan Su says in a research note. Despite Kuaishou's 2Q earnings topping expectations, Su says the outperformance was mainly driven by e-commerce and its AI video-generation tool Kling, or segments with lower long-term visibility. The AI investments drove a low, single-digit increase in 2Q ad revenue. "While the pace trails Tencent's, we still see a long runway for continued improvement," Su says. Kuaishou's special dividend of HK$2 billion is a positive signal and reflects management's intent to return excess net cash to shareholders, he adds, noting further upside to Kuaishou's share valuation should come from Kling, which is seeing monetization remain in early stages. Kuaishou's shares are last 3.9% higher at HK$77.80. (sherry.qin@wsj.com)

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August 24, 2025 23:19 ET (03:19 GMT)

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Despite Kuaishou's 2Q earnings topping expectations, Su says the outperformance was mainly driven by e-commerce and its AI video-generation tool Kling, or segments with lower long-term visibility. The AI investments drove a low, single-digit increase in 2Q ad revenue. \"While the pace trails Tencent's, we still see a long runway for continued improvement,\" Su says. Kuaishou's special dividend of HK$2 billion is a positive signal and reflects management's intent to return excess net cash to shareholders, he adds, noting further upside to Kuaishou's share valuation should come from Kling, which is seeing monetization remain in early stages. Kuaishou's shares are last 3.9% higher at HK$77.80. 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Despite Kuaishou's 2Q earnings topping expectations, Su says the outperformance was mainly driven by e-commerce and its AI video-generation tool Kling, or segments with lower long-term visibility. The AI investments drove a low, single-digit increase in 2Q ad revenue. \"While the pace trails Tencent's, we still see a long runway for continued improvement,\" Su says. Kuaishou's special dividend of HK$2 billion is a positive signal and reflects management's intent to return excess net cash to shareholders, he adds, noting further upside to Kuaishou's share valuation should come from Kling, which is seeing monetization remain in early stages. Kuaishou's shares are last 3.9% higher at HK$77.80. (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  August 24, 2025 23:19 ET (03:19 GMT)\n</p>\n<p>\n  Copyright (c) 2025 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":"2562946912","we_media_id":"106","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2562946912","pubTimestamp":1756091940,"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":"0319 GMT - Kuaishou's AI investments could further benefit its ad revenue in the long run, Morningstar analyst Ivan Su says in a research note. Despite Kuaishou's 2Q earnings topping expectations, Su says the outperformance was mainly driven by e-commerce and its AI video-generation tool Kling, or segments with lower long-term visibility. The AI investments drove a low, single-digit increase in 2Q ad revenue. \"While the pace trails Tencent's, we still see a long runway for continued improvement,\" Su says. Kuaishou's special dividend of HK$2 billion is a positive signal and reflects management's intent to return excess net cash to shareholders, he adds, noting further upside to Kuaishou's share valuation should come from Kling, which is seeing monetization remain in early stages. Kuaishou's shares are last 3.9% higher at HK$77.80. 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Despite Kuaishou's 2Q earnings topping expectations, Su says the outperformance was mainly driven by e-commerce and its AI video-generation tool Kling, or segments with lower long-term visibility. The AI investments drove a low, single-digit increase in 2Q ad revenue. \"While the pace trails Tencent's, we still see a long runway for continued improvement,\" Su says. Kuaishou's special dividend of HK$2 billion is a positive signal and reflects management's intent to return excess net cash to shareholders, he adds, noting further upside to Kuaishou's share valuation should come from Kling, which is seeing monetization remain in early stages. Kuaishou's shares are last 3.9% higher at HK$77.80. (sherry.qin@wsj.com) \n\n\n \n\n\n  (END) Dow Jones Newswires\n\n\n  August 24, 2025 23:19 ET (03:19 GMT)\n\n\n  Copyright (c) 2025 Dow Jones & Company, Inc.","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":true,"code":"91000000","status":"200"}}}