Core Viewpoint - Goldman Sachs reports that SenseTime's management is optimistic about the company's expansion into multimodal foundational models, which will enhance cost-effectiveness and capture more end-user application opportunities [1] Group 1: Company Growth Potential - Goldman Sachs believes that as a leading local generative AI software company, SenseTime has a solid foundation for growth due to its self-developed AI foundational model SenseNova and AI infrastructure [1] - The firm anticipates that SenseTime's generative AI revenue will continue to grow, driven by the company's extensive product coverage and customized solutions for specific industries, enabling it to seize monetization opportunities in AI [1] Group 2: Investment Rating - Goldman Sachs maintains a "Buy" rating on SenseTime, with a target price of HKD 3.53 [1]
大行评级｜高盛：维持商汤“买入”评级，预期生成式AI收入将持续增长