TechNet中国2025：商汤科技（0020.HK）推出基础模型；拓展AI驱动的用户案例

Investment Rating - The report does not provide a specific investment rating for SenseTime (0020.HK) [3] Core Insights - SenseTime's management is optimistic about the generative AI trend in China and has launched a new foundation model, SenseNova V6, which features competitive costs for training and inferencing [1][7] - The company signed a Memorandum of Understanding (MOU) with the Faculty of Law at the Chinese University of Hong Kong to enhance legal information accessibility through AI [4][6] - The generative AI trend is expected to benefit the broader China AI supply chain, with more companies willing to adopt generative AI technologies [2] Company Profile - SenseTime is a leading AI software company that provides capabilities in multimodal and multi-task models, covering areas such as perception intelligence, natural language processing, and AI-enabled content generation [3] - The SenseCore platform integrates computing power, algorithms, and platforms to create the SenseNova foundation model set, enabling efficient general AI tasks at low costs [3] Key Takeaways - The SenseNova V6 model introduced by SenseTime has multimodal reasoning capabilities and cost efficiency in both training and inferencing, supporting various applications such as role-playing, translation, and long-form video understanding [7] - The collaboration with the Faculty of Law aims to digitally transform legal information provision in Hong Kong, promoting broader access to legal information [6]