里昂上调商汤目标价至3港元 维持“跑赢大市”评级

Core Viewpoint - The report from Credit Lyonnais on October 27 indicates that SenseTime-W is expected to benefit from accelerated revenue from generative AI and reduced operating expenses due to business restructuring, leading to a 62% increase in the target price from HKD 1.85 to HKD 3, while maintaining an "outperform" rating [1] Group 1 - SenseTime has formed a strategic partnership with Cambricon Technologies to expand its AI computing power using domestic chips [1] - The company's AI models are accelerating commercialization in scenarios such as AI glasses and AI video generation tools, contributing to new revenue streams [1]