Zheng Quan Shi Bao·2025-10-15 10:38Group 1 - SenseTime and Cambricon have signed a strategic cooperation agreement aimed at optimizing software and hardware integration and building an open and win-win industrial ecosystem [1][2] - Following the announcement, SenseTime's stock surged over 5%, while Cambricon's stock increased by nearly 4% [1][2] - The collaboration will leverage each company's technological and industrial resource advantages to develop domestic AI infrastructure, explore vertical business opportunities, and promote technology exports [2] Group 2 - The partnership aims to enhance the autonomous innovation capabilities and ecological influence of AI in China, responding to the national "AI+" strategy [2] - Both companies will focus on adapting the latest hardware products and creating service solutions for the computing power market [3] - They will also explore integrated solutions for vertical industries, combining their software and hardware capabilities [3] Group 3 - The recent fluctuations in technology stocks in the A-share and Hong Kong markets have raised questions about the sustainability of the tech stock rally [4] - Analysts suggest that the current phase of the tech stock market may be characterized by explosive growth, with significant potential still unpriced [4] - The logic of domestic substitution is being reinforced amid trade disputes, benefiting sectors like software, particularly in areas such as EDA, industrial software, and cybersecurity [4]