Group 1 - Goldman Sachs raised expectations for SenseTime's ToC business expansion, anticipating the company will monetize through monthly or annual subscription fees after offering new users free trials [1] - SenseTime is entering the ToC generative AI applications from productivity tools, including Raccoon Office AI and Kapi Accounting AI, supported by deep analytical capabilities of the SenseNova foundational model to address AI-native issues [1] - The company provides AI industry solutions based on high-demand scenarios, covering market analysis, sales analysis, product development, and enterprise management, creating a differentiated advantage compared to other AI applications [1] Group 2 - Goldman Sachs maintains a "Buy" rating on SenseTime, raising the target price from HKD 2.72 to HKD 3.09 [1]
大行评级｜高盛：上调商汤目标价至3.09港元 维持“买入”评级