Market OpportunityKling AI’s bull-case addressable market of ~USD 60bn positions it as a potential second growth curve for Kuaishou.
Technology AdvancementsNew OneRec model to enhance content recommendation efficiency and support ads/e-comm (>70% rev) to outpace peers.
User GrowthAI to unlock next leg of growth as China’s second-largest short-video platform with >700mn monthly active users, Kuaishou Technology differentiates itself through decentralised distribution and a sticky, community-driven ecosystem.