Zheng Quan Shi Bao Wang·2025-10-15 11:33Core Viewpoint - The strategic cooperation agreement between SenseTime and Cambricon aims to enhance the optimization of software and hardware, fostering an open and win-win industrial ecosystem in the artificial intelligence sector [2][5]. Group 1: Strategic Cooperation - SenseTime and Cambricon will leverage their respective technological and industrial resource advantages to develop a domestic AI infrastructure, explore vertical business opportunities, and promote technology export [2]. - The collaboration aligns with the national "AI+" strategy, combining SenseTime's strengths in large model development and AI infrastructure with Cambricon's expertise in intelligent computing chips [2][4]. - The partnership aims to create a new paradigm for domestic AI development through software-hardware synergy, enhancing innovation capabilities and ecological influence in key AI sectors [2][4]. Group 2: Product Development and Market Focus - Both companies will focus on developing integrated solutions for vertical industry scenarios, closely aligning their software and hardware capabilities [3]. - They will also explore deep collaboration in advantageous regional markets, gathering local industrial resources to build a vibrant AI ecosystem [4]. Group 3: Market Context and Future Outlook - The recent volatility in tech stocks, particularly in the A-share and Hong Kong markets, raises questions about the sustainability of the tech stock rally [5]. - Analysts suggest that the current phase of tech stocks may be characterized by explosive growth, with significant potential in sectors highlighted in the "14th Five-Year Plan" [5]. - The ongoing trend of domestic substitution in technology, driven by U.S. export controls, is expected to continue benefiting related sectors, particularly in software and high-tech industries [5].