Group 1 - Goldman Sachs maintains a "Buy" rating for SenseTime-W (00020) and raises the target price from HKD 2.72 to HKD 3.09, reflecting an optimistic outlook on the company's ToC business expansion [1] - The company is expected to monetize its offerings by providing new users with free trials followed by monthly or annual subscription fees [1] - SenseTime is expanding into ToC generative AI applications, including Raccoon Office AI and Kapi Accounting AI, supported by the deep analytical capabilities of the SenseNova foundational model [1] Group 2 - The company offers AI industry solutions based on high-demand scenarios, covering areas such as market analysis, sales analysis, product development, and enterprise management [1] - This business model differentiates SenseTime's applications from other AI offerings in the market [1]
高盛：升商汤-W(00020)目标价至3.09港元 维持“买入”评级