高盛：料商汤(00020)生成式AI收入持续增长 予“买入”评级目标价3.53港元
SENSETIMESENSETIME(HK:00020) 智通财经网·2026-01-21 06:34

Group 1 - The core viewpoint of the article is that Goldman Sachs maintains a "Buy" rating for SenseTime-W (00020) with a target price of HKD 3.53, highlighting the management's positive outlook on the company's development direction towards multimodal foundational models [1] - 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 continued growth in SenseTime's generative AI revenue, driven by the company's extensive product coverage and customized solutions for specific industries, which will help capture monetization opportunities in AI [1]