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SENSETIME-W Drifts Higher by 7%, Hitting ~1Yr High; Sinolink Securities: Re-rating Potential
Recommend 65 Positive 114 Negative 36 |
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Sinolink Securities opined that the next stage of China's AI market will be focused on two main lines: one is the certainty of the manufacturing side (AI servers and cloud-side capex), and the other is the realization capability of the application side (enterprise-level AI/Agent deeply embedded in processes, enhancing customer unit price and margin). On this path, companies like MARKETINGFORCE (02556.HK), FOXCONN INDUSTRIAL INTERNET (601138.SH), YONYOU (600588.SH), DAMENG DATABASE (688692.SH), and SENSETIME-W (00020.HK) stand at critical junctions of application intelligence, computing power manufacturing, ERP collaboration, database replacement, and GenAI ecosystem, with potential for re-rating. Separately, Goldman Sachs released a report at the end of last month, stating that the State Council issued opinions on "AI+" action implementation, emphasizing AI commercialization and ecosystem expansion. The policy is anticipated to promote user consumption in AI, driving SenseTime's generative AI business development. SenseTime's revenue in 1H25 beat, growing 36% YoY. With favorable policy background and SenseTime's comprehensive product portfolio support, Goldman Sachs held a more optimistic view of SenseTime's generative AI business, predicting revenue contribution to increase from 64% in 2024 to 91% in 2030. SENSETIME-W ballooned for two days in a row, opening 1.9% higher this morning (12th) and expanding its upswing, reaching a high of HKD2.28, marking a nearly one-year high since last October. It closed at HKD2.26, up 7.11%, with a trading volume of 1.729 billion shares, involving HKD3.826 billion. MARKETINGFORCE (02556.HK) also mounted 2.1%, closing at HKD55.15, with a trading volume of HKD156 million. AASTOCKS Financial News Website: www.aastocks.com |
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