商汤-TechNet China 2025_推出基础模型，拓展人工智能驱动的应用场景

Summary of SenseTime Conference Call Company Overview - Company: SenseTime (0020.HK) - Industry: Artificial Intelligence (AI) Software Key Points 1. Generative AI Trend: Management remains optimistic about the generative AI trend in China, emphasizing the launch of their foundation model, SenseNova V6, which features competitive costs for training and inferencing [1][2][4] 2. MOU with Chinese University: SenseTime signed a Memorandum of Understanding (MOU) with the Faculty of Law at the Chinese University of Hong Kong to enhance legal information accessibility through AI [4][7] 3. Foundation Model - SenseNova V6: The SenseNova V6 model, introduced in April, boasts multimodal reasoning capabilities and cost efficiency in both training and inferencing. It can handle long-form video understanding and supports various use cases such as role-playing, translation, and cultural tourism guiding [8][4] 4. AI Supply Chain Outlook: Management's positive outlook on generative AI aligns with a broader positive view on the China AI supply chain, indicating an increase in entities adopting generative AI technologies [2][4] 5. Investment Upgrades: Analysts have upgraded several companies within the AI supply chain, including SMIC, VeriSilicon, AMEC, and Cambricon, reflecting confidence in the sector's growth [2][4] Additional Insights - Technological Capabilities: SenseTime's offerings include capabilities in perception intelligence, natural language processing, decision intelligence, and AI-enabled content generation, supported by their SenseCore system [3][4] - Market Position: SenseTime is positioned as a leading AI software company, focusing on low-cost and high-efficiency AI solutions [3][4] This summary encapsulates the essential information from the conference call, highlighting SenseTime's strategic initiatives and the overall sentiment in the AI industry.