Billionaire Lei Zhang’s 10 Stock Picks with Huge Upside Potential

4. KE Holdings Inc. (NYSE:BEKE)

Hillhouse Capital’s stake: $207,432,704

Upside Potential: 37.96%

Number of Hedge Fund Holders: 47

KE Holdings Inc. (NYSE:BEKE), also known as Beike, is China’s leading integrated online and offline platform for housing transactions and services. Founded in 2001 by Zuo Hui, the company launched Beike in 2018 to centralize real estate services. It operates through platforms like Lianjia and Deyou, offering services in home sales, rentals, renovation, and financing.

KE Holdings Inc. (NYSE:BEKE) is focused on adapting to a maturing Chinese real estate market by enhancing service quality, reducing customer decision-making risk, and leveraging AI to empower agents. The company emphasized personalized, trustworthy service and launched a platform growth strategy that expanded its network to nearly 49,700 stores and 445,000 agents. KE Holdings Inc. (NYSE:BEKE) is leveraging advanced AI technologies to enhance growth across its business lines. The company has outlined a three-pronged AI strategy targeting the service, supply, and platform sides. The company has developed proprietary AI models, including the large language model “ChatHome” and image model “Dreamhome,” and has integrated these into tools like the Pudding home-seeking assistant, AI renovation design software, and digital agents such as “Sun Xiaosheng.” These innovations are already delivering measurable efficiency gains—AI agents handle 60% of rental owner tasks and reduce business analysts’ workload by 85%. KE Holdings has also collaborated with foundational models like DeepSeek to boost user experience in VR home tours and property recommendations. The company plans to increase AI investment in 2025 to further optimize operations and scalability.