高盛：商汤科技探访-从基础设施到基础模型再到应用的生成式 AI 一站式解决方案，加速 AI 部署
Goldman Sachs·2025-07-01 00:40
更多资料加入知识星球：水木调研纪要 关注公众号：水木Alpha 30 June 2025 | 9:00AM HKT China Software: SenseTime visit: Gen AI one-stop solution from infra to foundation models/ apps, accelerating AI deployment We visited SenseTime's (0020.HK, Not Covered) management in Hong Kong recently. Management is positive on growing demand from enterprise clients on generative AI foundation model customization and deployment, and highlights SenseTime is capable of offering comprehensive solution covering infrastructure (in-house large-scale AIDC ...