Workflow
粤语大模型
icon
Search documents
商汤市值重返千亿港元,AI概念股大涨
第一财经· 2025-09-17 08:44
2025.09. 17 本文字数:1268,阅读时长大约2分钟 作者 | 第一财经 刘晓洁 9月17日,商汤科技港股(00020)大涨,一度曾到2.7港元/股,股价创近两年新高。截至收盘,商汤涨幅15.87%,报2.64港元/股,目前总市值为 1021亿港元,重返千亿市值行列。 今年4月,商汤股价最低曾至1.24港元/股,目前已经上涨超过1倍。商汤股价最高点在2022年初,彼时曾到9.7港元/股。 消息面上,今日,香港特区行政长官李家超在香港特区立法会发表新一份施政报告。李家超表示,特区政府将成立AI效能提升组,推进"AI+"发展,促 进AI政务发展。 商汤2014年于香港创立,其创始团队源于香港中文大学的多媒体实验室,目前也在香港扩大业务。去年5月,商汤在香港发布粤语大模型,商汤方面此 前对第一财经记者表示,其意义并不是一个简单的方言大模型,而是深耕香港市场,在信息、文化、生活服务等方面深入香港去打磨。 不过,据记者了解,今日公布的施政报告并未提及具体的公司,目前还在政策层面。 商汤此前发布的2025年半年报显示,上半年商汤集团总收入24亿元,同比增长36%;亏损净额同比下降50%。其中,生成式AI收入连续 ...
商汤市值重返千亿港元,AI概念股大涨
Di Yi Cai Jing· 2025-09-17 08:05
Core Viewpoint - SenseTime's stock surged to a nearly two-year high, reaching 2.7 HKD per share, with a market capitalization of 103.3 billion HKD, marking a return to the billion-dollar valuation [1][3]. Company Performance - SenseTime's stock price has more than doubled from a low of 1.24 HKD per share in April this year, with a peak of 9.7 HKD per share in early 2022 [3][4]. - The company reported a total revenue of 2.4 billion HKD for the first half of 2025, reflecting a year-on-year growth of 36%, while its net loss decreased by 50% [4]. AI Business Growth - SenseTime's generative AI revenue grew by 73% for the third consecutive year, indicating strong performance in this segment [4]. - Goldman Sachs has a positive outlook on SenseTime's generative AI business, projecting that its revenue contribution will increase from 64% in 2024 to 91% by 2030 [4]. Market Context - The Hong Kong government announced the establishment of an AI efficiency enhancement group to promote "AI+" development, which is expected to benefit companies like SenseTime [3][4]. - The recent policy initiatives from the State Council aim to integrate AI into six key sectors by 2027, which is anticipated to boost consumer spending on AI and further support SenseTime's growth [4]. Industry Trends - AI-related stocks, including SenseTime, Baidu, and Kingsoft Cloud, experienced significant gains, with Baidu rising over 15% and Kingsoft Cloud increasing by over 9% [4][6]. - The Ministry of Industry and Information Technology plans to promote high-quality development in the AI industry, indicating a favorable environment for investment in AI-related sectors [6][7].