Core Viewpoint - SenseTime-W (00020) has seen a stock price increase of over 5%, currently trading at 2.74 HKD with a transaction volume of 1.798 billion HKD, driven by positive analyst reports regarding its ToC business expansion [1] Group 1: Business Expansion and Revenue Generation - Goldman Sachs has raised its expectations for SenseTime-W's ToC business expansion, anticipating the company will monetize through subscription fees after offering new users free trials [1] - SenseTime is entering the generative AI application space with productivity tools like Raccoon Office AI and Kapi Accounting AI, leveraging deep analytical capabilities supported by the SenseNova foundational model to address AI-native issues [1] - The company is providing 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: Financial Performance and Future Outlook - According to Guotai Junan, SenseTime-W is expected to see significant improvement in performance by the first half of 2025, with losses narrowing considerably and generative AI business revenue increasing by 72.7% year-on-year [1] - The "Artificial Intelligence +" policy is anticipated to catalyze the company's visual and X business growth, indicating a positive long-term development outlook [1] - CITIC Securities believes that the company's large model applications will accelerate penetration with a focus on productivity and interactive tools, enhancing customer stickiness [1]
商汤-W涨超5% 高盛上调公司ToC业务扩张预期 生成式AI推动X创新业务发展