Core Viewpoint - Goldman Sachs reports that SenseTime-W (00020) management is optimistic about the company's expansion into multimodal foundational models, which will enhance cost-effectiveness and capture more end-application opportunities [1] Group 1: Company Growth Potential - Goldman Sachs maintains a "Buy" rating for SenseTime with a target price of HKD 3.53 [1] - As a leading local generative AI software company, SenseTime has its proprietary AI foundational model, SenseNova, and AI infrastructure, providing a solid foundation for growth [1] - The company’s generative AI revenue is expected to continue growing, driven by its extensive product coverage and customized solutions for specific industries, allowing it to seize monetization opportunities in AI [1]
高盛：料商汤生成式AI收入持续增长 予“买入”评级目标价3.53港元