🔍 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.
כתב ויתור
המידע והפרסומים אינם מיועדים להיות, ואינם מהווים, ייעוץ או המלצה פיננסית, השקעתית, מסחרית או מכל סוג אחר המסופקת או מאושרת על ידי TradingView. קרא עוד ב־תנאי השימוש.
כתב ויתור
המידע והפרסומים אינם מיועדים להיות, ואינם מהווים, ייעוץ או המלצה פיננסית, השקעתית, מסחרית או מכל סוג אחר המסופקת או מאושרת על ידי TradingView. קרא עוד ב־תנאי השימוש.