Core Viewpoint - SenseTime-W (00020) shows a positive market response with a nearly 3% increase in stock price, reflecting investor confidence in its growth potential in the generative AI sector [1] Group 1: Company Performance - SenseTime-W's stock price rose by 2.94% to HKD 2.45, with a trading volume of HKD 823 million [1] - Goldman Sachs reports that the management is optimistic about expanding into multimodal foundational models, which will enhance cost-effectiveness and capture more end-user application opportunities [1] Group 2: Revenue Growth and Projections - Goldman Sachs anticipates that SenseTime-W's generative AI revenue will continue to grow, driven by a wide product range and customized solutions for specific industries [1] - China Galaxy Securities highlights that SenseTime-W is among the top three players in China's LLM application market, establishing a comprehensive service system covering AI infrastructure, multimodal large models, and industry-specific applications [1] - By the first half of 2025, generative AI business revenue is expected to account for 77% of the group's total, becoming a core growth engine [1] - The firm projects a compound annual growth rate (CAGR) of 30% for SenseTime-W's revenue from fiscal years 2024 to 2027, increasing from RMB 3.8 billion to RMB 8.3 billion, with profitability expected by 2027 [1]
商汤-W涨近3% 生成式AI业务成为核心增长引擎 高盛料未来能把握AI变现机遇