Core Insights - SenseTime's stock price experienced a significant increase, with a peak rise of over 8.5%, reaching HKD 2.04, driven by recent technological advancements and product innovations in AI [1] - The company launched several new AI-based products during its product release week, including the first integrated creative multi-episode generation AI agent "Seko 2.0" and the first native AI office assistant "Xiao Huan Xiong 3.0" [1] - SenseTime achieved a milestone in adapting its self-developed models to domestic chips, with a strategic partnership established with companies like Zhongke Shuguang and Daxiao for deep integration of its large models [1] Product Innovations - New AI products introduced include the "Ruying" marketing AI engine, "Daxiao Robot" for embodied intelligence, "Kapi Camera" AI photo assistant, and a new generation AI financial assistant "Kapi Accounting" [1] - The SenseCore device has completed full adaptation with mainstream domestic AI chips, including Huawei Ascend, Cambricon, and others, enhancing operational efficiency [2] Strategic Collaborations - SenseTime has established a joint optimization mechanism with chip manufacturers to significantly improve operational efficiency on domestic chips [2] - The company is positioned for potential valuation recovery as product deployment progresses and industry demand increases [2]

Core Insights - The collaboration between SenseTime and Cambricon marks a significant milestone in the development of "domestic chips + domestic models," with the successful adaptation of the Seko series model on the same day it was released [1][2] - This partnership aims to enhance the domestic AI application ecosystem, making advanced multimodal AI capabilities more accessible and cost-effective for developers and enterprises [1][3] Group 1: Technological Collaboration - Cambricon's successful adaptation of SenseTime's Seko series models on "Day 0" demonstrates the rapid response capability of domestic chips in supporting local AI firms [2] - The Seko series, which includes models like SekoIDX and SekoTalk, serves as the core technology foundation for the Seko2.0 intelligent agent [2] Group 2: Ecosystem Development - The collaboration is focused on creating a more efficient and user-friendly tiered product system, aimed at fostering innovation in cutting-edge applications [3] - SenseTime's LightX2V framework incorporates a highly compatible domestic adaptation plugin model, enabling quick adaptation to various domestic hardware [3] - The partnership will lead to further optimization efforts, enhancing model efficiency and resource utilization while lowering the barriers to using multimodal AI [3]

Group 1 - The article highlights the rapid development of artificial intelligence technology, presenting significant opportunities in the market [3] - Skild AI, a US-based robotics company valued at $14 billion, has adopted a Chinese company's advanced dexterous hand technology, marking a significant entry of Chinese components into the global humanoid robot supply chain [5] - Ant Group has upgraded its AI health application AQ to "Antifufu," focusing on a "health+" strategy with new features for health companionship, inquiries, and services [6] Group 2 - SenseTime has launched the Seko 2.0, the first multi-episode generative AI agent, showcasing significant advantages in consistency for multi-episode video generation [7][8] - NVIDIA has acquired SchedMD, a leading developer of open-source workload management systems for high-performance computing and AI, planning to continue the development of the Slurm software [10] - NVIDIA has introduced the Nemotron 3 open model family, aimed at providing an efficient platform for building agent-based AI applications, with the first model already available and larger models expected in 2026 [11]

Core Insights - SenseTime Technology officially launched Seko 2.0, the industry's first multi-episode generative intelligent agent, leveraging its technological accumulation in generative AI and multimodal interaction [1] - The Seko series models, including SekoIDX and SekoTalk, provide a robust technical foundation for image and video generation, showcasing significant advantages in consistency for multi-episode video generation [1] - The collaboration with Cambricon (688256.SH) marks a key advancement in supporting AIGC core scenarios, facilitating a critical leap from language to multimodal capabilities [1] Group 1 - The Seko series models have been adapted to domestic AI chips, enhancing the support for visual content innovation and development within the domestic AI ecosystem [1] - The LightX2V framework is designed with a highly compatible domestic adaptation plugin model, currently supporting multiple domestic chips, including Cambricon [1] - Innovations such as low-bit quantization, compressed communication, and sparse attention mechanisms have been integrated into the Seko series models, resulting in over three times improvement in inference performance [1] Group 2 - SenseTime and Cambricon have established a strategic partnership to optimize software and hardware jointly, aiming to create an open and win-win industrial ecosystem [2] - The collaboration focuses on continuous optimization of core model capabilities, enhancing overall efficiency and response speed for multimodal generation [2] - Efforts will be made to improve computing resource utilization and cost efficiency through operator fusion and automatic tuning, allowing more enterprises to access high-performance multimodal capabilities at lower costs [2] Group 3 - The partnership aims to foster the prosperity and development of the domestic AI application ecosystem, creating more efficient and user-friendly tiered product systems [3] - The goal is to build a more open and friendly tool and ecosystem for developers, stimulating innovation in cutting-edge applications [3]

Core Viewpoint - SenseTime officially launched Seko 2.0, the industry's first multi-episode generative intelligence agent, leveraging its self-developed Seko series models [1] Group 1: Product Development - The Seko series models have completed adaptation to the domestic AI chip Cambricon, marking a significant advancement in supporting AIGC core scenarios from language to multi-modal capabilities [1] - Following the adaptation, SenseTime and Cambricon will further collaborate on deep optimization across multiple directions [1]