Core Viewpoint - Goldman Sachs has released a report indicating that SenseTime (00020) has secured new generative AI project orders from enterprise (ToB) and government (ToG) clients across various sectors including education, healthcare, media, finance, and transportation, suggesting a positive growth outlook for the company [1] Group 1: Financial Projections - Goldman Sachs expects accelerated growth in future projects, driven by increased cloud capital expenditure in mainland China and favorable policies such as the "AI+" action plan announced in August [1] - The firm has revised its profit forecasts for SenseTime for the years 2028 to 2030, increasing them by 1%, 1%, and 2% respectively [1] - The target price for SenseTime has been raised from HKD 3.09 to HKD 3.53, maintaining a "Buy" rating [1] Group 2: Company Capabilities - 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] - The company is expected to continue focusing on large projects in the coming years to ensure higher efficiency and increased revenue [1]
高盛：升商汤-W(00020)目标价至3.53港元 已获多张生成式AI订单