Kuaishou Launches Full Beta Testing for 'Kling AI' to Global Users, Elevates Model Capabilities
Hong Kong stock concept tracking | The first Esports Olympics will be held in Saudi Arabia in 2025, and the Esports industry chain is developing rapidly on a global scale. (Attached is a list of concept stocks)
The first Esports Olympics will be held in Saudi Arabia in 2025.
Market Chatter: Douyin, Kuaishou Launch AI-Generated Mini Drama Series
Kuaishou -W (01024.HK) granted a total of 7.7 million restricted share units.
On July 19, Guolonghui announced that Kuaishou-W (01024.HK) awarded a total of 7.7 million restricted share units to eligible participants in accordance with the 2023 share incentive plan on July 19, 2024. The closing price of the company's shares on the date of the award was HKD 45.2 per share. The restricted share units awarded are intended to align the interests of the grantee with those of the group, through share ownership, dividends and other distributions, and/or appreciation of the shares, and to encourage and retain the grantee for the long-term development and profitability of the group.
On July 19, Kuaishou-W (01024.HK) spent 29.28 million Hong Kong dollars to repurchase 0.645 million shares.
On July 19, Kuaishou-W (01024.HK) announced that it spent HKD 29.28 million to repurchase 0.645 million shares.
On July 18th, Kuaishou spent approximately 29.6951 million Hong Kong dollars to repurchase 0.6382 million shares.
Kuaishou-W (01024) announced that it will spend approximately 29.6951 million Hong Kong dollars to repurchase 0.6382 million shares on July 18, 2024.
On July 18th, Kuaishou spent HKD 29.695 million to repurchase 0.6382 million shares.
On July 18th, Kuaishou-W (01024.HK) announced that it spent HKD 29.695 million to repurchase 0.6382 million shares.
Brokerage focus: bocom intl lowers target price of Kuaishou (01024) by 26.7% due to increased industry competition and possible slowdown in GMV growth.
Bocom Intl released a research report stating that it maintains its Q2 revenue forecast for Kuaishou (01024) at 30.5 billion yuan, a YoY increase of 10%. The bank maintains its forecast for adjusted net income to increase 63% YoY to 4.4 billion yuan, corresponding to an adjusted net income rate of 14.4%, a decrease of 0.5 percentage points QoQ, mainly due to the increase in subsidies for e-commerce and local life, which may lead to a slight increase in marketing expenses as a percentage of revenue. The bank has lowered its forecast for Q2/annual e-commerce GMV growth to 19%/21% (originally 25%/24%), mainly due to: 1) a 5.1% increase in the large cap physical e-commerce market from May to June.
On July 17th, Kuaishou spent 29.8662 million Hong Kong dollars to repurchase 0.6382 million shares.
Kuaishou-W (01024) announced that the company spent 29.8662 million Hong Kong dollars to repurchase 0.6382 million shares on July 17, 2024, with a buyback price of HK$46.5-47 per share. On the same day, 6451 shares were issued due to the exercise of employee stock options under the first public offering employee shareholding plan (adopted on 06/02/2018).
On July 17th, Kuaishou-W (01024.HK) spent HKD 29.87 million to buy back 0.6382 million shares.
On July 17th, Kuaishou-W (01024.HK) announced the repurchase of 0.6382 million shares at a cost of HKD 29.87 million.
On July 16th, Kuaishou spent HKD 29.5168 million to repurchase 0.6382 million shares.
Kuaishou-W (01024) announced that on July 16, 2024, the company spent HKD 29.5168 million to repurchase 0.6382 million shares at a repurchase price of HKD 46 to HKD 46.4 per share. On the same day, the company issued approximately 0.0244 million shares in accordance with the share plan to grant share rewards or options to participants (excluding directors of the issuer).
On July 16, Kuaishou spent 29.5168 million HKD to repurchase 0.6382 million shares.
On July 16th, Kuaishou-W (01024.HK) announced that it repurchased 0.6382 million shares for HKD 29.5168 million.
[Brokerage Focus] Orient Securities maintains a "buy" rating on Kuaishou (01024), pointing out that its AI iteration is rapid and its commercial applications continue to penetrate.
On July 6, 2024, during the World Artificial Intelligence Conference, Orient Securities issued a research report stating that Kuaishou (01024) will hold a large-scale forum with the theme of 'New AI, New Applications, and New Ecology'. The forum covers the entire domain scenes such as Kuaishou Search, Consumer Interaction, and Commercial AIGC Materials. Kuaishou's natural language model has reached the level of GPT-4 in Chinese scenes, and its multi-modal model has surpassed GPT-4o in video-caption understanding. In June 2024, Kuaishou's AIGC marketing materials reached a peak daily consumption of 20 million. The bank states that with its tenacity.
On July 15th, Kuaishou-W (01024.HK) spent 19.53 million Hong Kong dollars to repurchase 0.408 million shares.
On July 15th, Kuaishou-W (01024.HK) announced that it bought back 0.408 million shares at a cost of 19.53 million Hong Kong dollars.
Meituan Reportedly Boosts Kuaishou Users' Access to Sales Tools in Extended Partnership
Brokerage focuses on First Shanghai's initial buy rating of Kuaishou (01024), with a target price of 60 Hong Kong dollars and expected high-speed profit growth.
Jingu Cai Xun | First Shanghai covers Kuaishou (01024) for the first time. It is expected that as user stickiness and commercial capabilities continue to improve, the company's advertising and e-commerce business will grow rapidly. The target price of the company is HKD 60, corresponding to 13 times PE in 2025, and there is a 26% upside potential compared to the current price. A buy rating is given. The bank pointed out that online marketing business is one of Kuaishou's main sources of disciples, and its revenue maintains steady growth, while internal circulating advertising is expected to become the main driving force of Kuaishou's advertising revenue. As for the e-commerce business, as an important engine for Kuaishou's future growth, Kuaishou has opened up a cross-category shelf scene.
Kuaishou and Meituan renew and upgrade their cooperation.
On the evening of July 11th, Sina Technology News reported that the strategic cooperation between Kuaishou and Meituan has recently expired and been renewed, and the cooperation between the two parties will be fully upgraded. According to the agreement, in the next three years, the scope of Kuaishou and Meituan's cooperation space will be expanded to the "hundred cities and ten thousand stores" across the country. Meituan's supply provided to Kuaishou will expand from group buying products to various marketing forms such as vouchers, member goods, and flash sale products. The 0.7 billion users of Kuaishou will help Meituan merchants gain new customers. The first cooperation between Kuaishou and Meituan began three years ago. Data shows that in June of this year, Meituan merchants' GMV on the Kuaishou platform increased by more than 38 times year-on-year, and the number of orders increased significantly.
On July 10th, Kuaishou spent HKD 29.53 million to repurchase 0.625 million shares.
Kuaishou-W (01024.HK) announced that it spent HK$29.53 million on July 10 to repurchase 0.625 million shares.
Kuaishou joins the big model application battle.
Author | Liu Baodan Editor | Zhou Zhiyu More than a month ago, Byte released the Bean Bag large model family, directly bringing large model prices into the "one thousandth of a cent era". Now, Kwai also pulled out the large model matrix from the bottom of the box and targeted tool applications. On July 6th, at the "New AI · New Applications · New Ecology" forum, Kwai's large models were collectively unveiled for the first time, and many new functions such as the flexible video generation large model and the image generation large model were officially released. Gai Kun, senior vice president and responsible person of the main site business and community science line of Kwai, said that Kwai has built large models in speech language, recommendation, and visual generation.
Hong Kong stocks closed (07.09) | HSI flat, Apple suppliers and semiconductor stocks strong throughout the day, cnbm (03323) plummeted 13% after warning of earnings.
In the morning trading, the three major Hong Kong stock indices showed weak volatility. They all rose and turned red at noon, but then struggled to rise. The Hang Seng Index and the National Index successively fell, only the Hang Seng China Enterprise Index achieved growth.
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