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港股异动 | 商汤-W(00020)涨超7% 生成式AI需求快速释放 公司业务有望超预期增长

Hong Kong stock market anomaly | SenseTime-W (00020) rose more than 7%, the rapid release of demand for generative AI, the company's business is expected to exceed expectations.

Zhitong Finance ·  Jun 6 11:26

Sensetime-W (00020) rose more than 7%, up 7.25% to HKD 1.48, with a turnover of HKD 923 million as of press time.

According to the financial news app, Sensetime-W (00020) rose more than 7%, up 7.25% to HKD 1.48, with a turnover of HKD 923 million as of press time.

On the news front, Sensetime Technology has signed a strategic cooperation agreement with Goldstream Investment Co., Ltd., a subsidiary of Hongyi Group. The two sides will leverage their respective resource advantages to carry out in-depth cooperation in AI + finance, AI ecological construction, AI going global, and other fields to promote the realization of more commercial value from artificial intelligence. GTJA believes that the demand for generative AI is rapidly releasing, and there is significant long-term growth potential. Sensetime has a forward-looking layout from computing power infrastructure to large-model landing capabilities, and the demand for AI terminals and multimodal large models is expected to drive business growth beyond expectations.

Haitong International pointed out that Sensetime's leading position in artificial intelligence infrastructure and large-scale model services enables it to generate revenue without building and managing underlying infrastructure. The revenue of the generative artificial intelligence business segment exceeded CNY 1.1837 billion, a year-on-year increase of up to 199.9%, accounting for 34.8% of the total operating revenue, up significantly from 10.4% in 2022. In the smart automobile business segment, Sensetime's non-publicly traded subsidiary Zuechi Automation generated revenue of CNY 0.3837 billion, a year-on-year increase of 31.1%, and its share of total operating revenue increased from 7.7% in 2022 to 11.3%.

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