Core Viewpoint - Goldman Sachs reports that SenseTime has secured new generative AI project orders from enterprise (ToB) and government (ToG) clients across various sectors including education, healthcare, media, finance, and transportation, indicating a positive growth outlook for the company [1] Group 1: Project Growth and Market Conditions - The firm anticipates accelerated project growth driven by increased cloud capital expenditure in mainland China and favorable policies such as the AI+ action plan announced in August [1] - SenseTime is positioned to meet diverse client needs by offering a comprehensive suite of solutions that includes computing power, large-scale AI infrastructure, AI foundational models, and generative AI applications [1] Group 2: Strategic Focus and Financial Outlook - The company is expected to continue focusing on large-scale projects in the coming years to ensure higher efficiency and revenue growth [1] - Goldman Sachs has raised its target price for SenseTime from HKD 3.09 to HKD 3.53 while maintaining a "Buy" rating [1]
大行评级｜高盛：商汤已获多份生成式AI新项目订单 上调目标价至3.53港元