近日，商汤沙特SenseTime MEA与中国电信（阿联酋）达成重要合作，双方将推进AI视觉在阿曼智慧城 市领域的创新应用。SenseTime MEA是商汤科技与沙特国家主权基金PIF于2021年末成立的合资公司， 长期深耕发展中东智慧城市、智慧文旅及AI教育等数字体验业务。此次合作融合了SenseTime MEA在中 东发展经验及技术和中国电信 "云网智安"的一体化优势，为阿曼开启智慧城市与数字化转型的新时 代，也标志着SenseTime MEA通过创新生态合作，将AI技术扩散到更多海湾地区。 关于商汤 免责声明：此文内容为本网站刊发或转载企业宣传资讯，仅代表作者个人观点，与本网无关。文章不构 成投资建议，仅供读者参考，并请自行核实相关内容。 作为人工智能软件公司，商汤科技以"坚持原创，让AI引领人类进步"为使命，旨在持续引领人工智能前 沿研究，持续打造更具拓展性更普惠的人工智能软件平台，推动经济、社会和人类的发展，并持续吸引 及培养顶尖人才，共同塑造未来。 商汤科技拥有深厚的学术积累，并长期投入于原创技术研究，不断增强行业领先的多模态、多任务通用 人工智能能力，涵盖感知智能、自然语言处理、决策智能、智能内 ...

Core Insights - SenseTime and Cambricon have signed a strategic cooperation agreement to enhance software and hardware optimization and build an open and win-win industrial ecosystem [1][2] - Following the announcement, SenseTime's stock rose by 5.44% to HKD 2.52, with a market capitalization of approximately HKD 97.5 billion, while Cambricon's stock increased by 3.85% to CNY 1242 [1] Company Overview - Cambricon, a leading AI chip company in China, focuses on AI chip product development and has established a complete product system that integrates cloud, edge, and terminal solutions [3] - SenseTime is an AI software company that aims to create a more inclusive AI software platform, with its business covering generative AI, visual AI, and innovative sectors [3] Strategic Cooperation Details - The collaboration will leverage both companies' technological and industrial resource advantages, focusing on domestic AI infrastructure, vertical business development, and technology export [2][4] - The partnership aims to explore a tiered product innovation system based on intelligent computing power and AI model technology, promoting industrial intelligence transformation [4] Financial Performance - Cambricon reported a revenue of CNY 2.881 billion in the first half of the year, a year-on-year increase of 4347.82%, and a net profit of CNY 1.038 billion, compared to a loss of over CNY 500 million in the same period last year [4] - SenseTime's revenue from generative AI reached approximately CNY 1.816 billion in the first half of the year, a year-on-year growth of 72.7%, with its share of total revenue increasing from 60.4% to 77% [5]

Core Viewpoint - SenseTime and Cambricon have signed a strategic cooperation agreement to enhance the optimization of software and hardware, aiming to build an open and win-win industrial ecosystem in the AI sector [1][3]. Group 1: Strategic Cooperation - The collaboration will leverage the technological and industrial resource advantages of both companies, focusing on the construction of domestic AI infrastructure, vertical business development, and technology export [3]. - The partnership aims to create a new paradigm for the domestic development of AI by combining SenseTime's capabilities in large model research and AI infrastructure with Cambricon's expertise in intelligent computing chips [4]. Group 2: Market Performance - Following the announcement, SenseTime's stock rose by 5.44% to HKD 2.52, with a market capitalization of approximately HKD 97.5 billion, while Cambricon's stock increased by 3.85% to CNY 1242 [1]. - Cambricon reported a revenue of CNY 2.881 billion in the first half of the year, a year-on-year increase of 4347.82%, and a net profit of CNY 1.038 billion, compared to a loss of over CNY 500 million in the same period last year [8]. Group 3: Business Focus - SenseTime is focusing on creating a more inclusive AI software platform, with its business covering generative AI, visual AI, and innovative sectors [5]. - The companies will explore a tiered product innovation system based on intelligent computing power and AI large model technology, aiming to drive industrial transformation and cultivate high-growth innovative enterprises [7]. Group 4: Future Outlook - Both companies will work on adapting the latest hardware and software products and developing integrated solutions for vertical industry scenarios [7]. - SenseTime aims to maintain its leadership in visual AI while seizing the historical opportunity presented by generative AI, which accounted for 77% of its revenue in the first half of the year, up from 60.4% in the same period last year [8].

Group 1 - The core viewpoint of the articles highlights the growing interest of international investors in China's artificial intelligence sector, particularly through the strategic investment by Infini Capital in SenseTime, which raised HKD 2.5 billion through a share placement [2][3]. - SenseTime's strategic focus includes the development of core business areas and innovative sectors such as embodied intelligence, RWA (real-world assets), and stablecoins, indicating a broadening of its operational scope [2][3]. - Infini Capital aims to connect international capital with outstanding Chinese technology companies, emphasizing investments in AI, high-end manufacturing, and new energy sectors, showcasing a trend of increasing international interest in Chinese tech firms [2][3]. Group 2 - SenseTime is enhancing its capabilities in general artificial intelligence through its "big device - big model - application" strategy, which includes the development of the SenseCore AI infrastructure and the SenseNova model [3]. - The company is actively engaging in the digital finance space, focusing on RWA, digital assets, and stablecoins, while providing advanced risk control and compliance solutions for financial institutions [3]. - The upcoming "2025 World Artificial Intelligence Conference" will see SenseTime unveil a new embodied intelligence system, further solidifying its position in the AI landscape [3]. Group 3 - Morgan Stanley's recent report indicates that significant breakthroughs in AI and other fields in China have led international investors to reassess the prospects of Chinese stocks, resulting in a notable increase in investment appetite [4].