Core Viewpoint - Goldman Sachs maintains a "Buy" rating on SenseTime-W (00020) and raises the target price from HKD 2.72 to HKD 3.09, reflecting an increased expectation for the company's ToC business expansion [1] Group 1: Business Expansion - SenseTime is entering the ToC generative AI application space with productivity tools, including Raccoon Office AI and Kapi Accounting AI, supported by the SenseNova foundational model for deep analytical capabilities [1] - The company plans to monetize its offerings by providing new users with free trials, followed by subscription fees on a monthly or annual basis [1] Group 2: Market Positioning - SenseTime is addressing high-demand scenarios by offering AI industry solutions that cover market analysis, sales analysis, product development, and enterprise management, creating a differentiated advantage compared to other AI applications [1]
高盛：升商汤-W目标价至3.09港元 维持“买入”评级