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星展:上调商汤-W(00020)目标价至2.1港元 维持“买入”评级
智通财经网· 2025-07-31 02:07
Group 1 - The core viewpoint of the article is that DBS maintains a "Buy" rating for SenseTime-W (00020) and raises the target price by 16.7% from HKD 1.8 to HKD 2.1 [1] - SenseTime's upgraded SenseNova V6.5, launched at the 2025 World Artificial Intelligence Conference (WAIC), is noted as a top-tier model with a cost-effectiveness improvement of approximately 5 times compared to the previous version V6 [1] - The management is focused on commercializing artificial intelligence to create results for clients, indicating a strong commitment to innovation and market application [1] Group 2 - SenseTime introduced an embodied intelligence platform, referred to as a "robot brain," which enhances its competitive advantage in the market [1] - The company possesses leading multimodal generative AI capabilities (text, image, audio, and video processing), benefiting from proprietary visual data and strong training and inference efficiency [1]