《大行》里昂升商汤目标价至 3 元 维持「跑赢大市」评级

AASTOCKS
2025.10.27 02:10

Citi published a report, expecting SenseTime-W (00020.HK) to narrow its adjusted net loss by 53% year-on-year to RMB 2.5 billion in the fiscal year 2025, mainly benefiting from the growth in generative AI revenue and a decrease in operating expenses driven by business restructuring.

The report stated that SenseTime has established a strategic partnership with Cambricon (688256.SH), believing that this move will help expand its artificial intelligence computing capabilities through domestic chips. SenseTime's commercialization of artificial intelligence models has also made progress in the fields of AI glasses and AI video generation tools.

The firm raised SenseTime's target price from HKD 1.85 to HKD 3, maintaining a "Outperform" rating