🔍 Overview
Kingsoft Cloud Holdings Limited
KC is rapidly evolving into a major player in China’s AI infrastructure space. With strong foundations in cloud computing and a sharp pivot toward high-performance AI services, KC is riding the wave of digital transformation in China's economy.
🚀 AI Cloud Growth
In Q1 2025, AI Cloud billings soared +228% YoY to RMB 525M.
Now makes up 39% of public cloud segment, up from a much smaller base.
This growth highlights KC's strategic shift from generic cloud to AI-driven infrastructure solutions.
🤝 Strategic Partnerships
Key ecosystem ties with Xiaomi and Kingsoft Corporation.
These integrations create network effects, boosting stickiness, cross-sell potential, and long-term revenue growth.
📊 Financial Turnaround
Q2 2025 revenue: +20.3% YoY, first profitable quarter in company history.
Q1 revenue: +10.9% YoY to RMB 1.97B.
Reflects tight cost control + margin expansion from AI services.
📈 Technical Outlook
Bullish bias above $12.75–$13.00
Upside target: $21.00–$22.00
Watching for consolidation or breakout from recent base.
💡 KC is emerging as a high-growth AI infrastructure play, aligned with national and enterprise trends in China’s digital economy.
Kingsoft Cloud Holdings Limited
KC is rapidly evolving into a major player in China’s AI infrastructure space. With strong foundations in cloud computing and a sharp pivot toward high-performance AI services, KC is riding the wave of digital transformation in China's economy.🚀 AI Cloud Growth
In Q1 2025, AI Cloud billings soared +228% YoY to RMB 525M.
Now makes up 39% of public cloud segment, up from a much smaller base.
This growth highlights KC's strategic shift from generic cloud to AI-driven infrastructure solutions.
🤝 Strategic Partnerships
Key ecosystem ties with Xiaomi and Kingsoft Corporation.
These integrations create network effects, boosting stickiness, cross-sell potential, and long-term revenue growth.
📊 Financial Turnaround
Q2 2025 revenue: +20.3% YoY, first profitable quarter in company history.
Q1 revenue: +10.9% YoY to RMB 1.97B.
Reflects tight cost control + margin expansion from AI services.
📈 Technical Outlook
Bullish bias above $12.75–$13.00
Upside target: $21.00–$22.00
Watching for consolidation or breakout from recent base.
💡 KC is emerging as a high-growth AI infrastructure play, aligned with national and enterprise trends in China’s digital economy.
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Declinazione di responsabilità
Le informazioni e le pubblicazioni non sono intese come, e non costituiscono, consulenza o raccomandazioni finanziarie, di investimento, di trading o di altro tipo fornite o approvate da TradingView. Per ulteriori informazioni, consultare i Termini di utilizzo.