里昂：升商汤-W目标价至3港元 维持“跑赢大市”评级

Core Viewpoint - The report from Credit Lyonnais indicates that SenseTime-W (00020) is expected to benefit from revenue growth in generative AI and a reduction in operating expenses due to business restructuring, leading to an increase in the target price from HKD 1.85 to HKD 3, while maintaining an "outperform" rating [1] Group 1 - SenseTime has established a strategic partnership with Cambricon Technologies-U (688256.SH), which is believed to enhance its AI computing capabilities through domestic chip expansion [1] - The commercialization of SenseTime's AI models has made progress in the fields of AI glasses and AI video generation tools [1]