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G Sachs: SENSETIME-W Expands Computing Platform, Maintains Neutral Rating with TP at HKD2.03
2026-09-28 11:11:33
Goldman Sachs published a report after meeting with the management of SENSETIME-W (00020.HK), with discussion topics including expansion of computing power platforms, AI strategy, as well as AI customer demand and client acquisition.

Management underscored that the company provides system-level AI products including "One Model system, One Token factory and one Agent Harness", integrating its proprietary computing platform and AI models to help clients enhance return on investment through Gen-AI.

Goldman Sachs was bullish on the company's capabilities in providing multimodal and long-horizon AI agents, which can deliver higher-quality output to end users with lower token consumption in office and content creation scenarios, thereby driving customer adoption and AI spending.

It maintained a Neutral rating on SENSETIME-W with a target price of HKD2.03.
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