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Morgan Stanley has announced that Kuaishou is set to unveil the latest iteration of its Kling model, version 4.0, in October, with expectations that its enhanced performance will exert a favorable influence on the company's stock valuation. Analysts, including Yang Liu, have highlighted that the new model boasts substantial improvements in image quality, multimodal input compatibility, and consistency in video generation. Meanwhile, investment bank Jefferies maintains a cautious outlook, with analysts such as Brian Gong expressing that it is yet to be determined whether the upgraded model can match the capabilities of ByteDance's Seedance versions 2.0 to 2.5, as well as whether its pricing strategy will prove more competitive in the market.
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