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| HSI1 | 24,642.51 | 0.00 | -- |
| HSCEI1 | 8,216.84 | 0.00 | -- |
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2026-09-24 15:25:56 JPMorgan released a research report initiating coverage on SENSETIME-W (00020.HK) with an Overweight rating and a TP of HKD2. The broker noted that SENSETIME-W transformed from a computer vision company into an AI platform spanning infrastructure, models and applications. SENSETIME-W's SenseCore platform integrates computing power and scheduling, cross-chip adaptation, inference optimization and production delivery, positioning the company to benefit as China's AI infrastructure bottleneck shifts toward utilization and intelligent output. JPMorgan also said SENSETIME-W possesses more than a decade of enterprise AI experience and commercialization capabilities, forecasting revenue CAGR of 28% from 2026 to 2028. JPMorgan forecast SENSETIME-W's 2028 revenue and adjusted earnings to reach RMB10.387 billion and RMB1.113 billion respectively, representing 3% and 148% above market consensus forecasts. ~ AASTOCKS Financial News Website: www.aastocks.com | |