🔍 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.
Disclaimer
The information and publications are not meant to be, and do not constitute, financial, investment, trading, or other types of advice or recommendations supplied or endorsed by TradingView. Read more in the Terms of Use.
Disclaimer
The information and publications are not meant to be, and do not constitute, financial, investment, trading, or other types of advice or recommendations supplied or endorsed by TradingView. Read more in the Terms of Use.