SENSETIME-W (00020) rose nearly 3%, and as of the time of writing, it was up 2.94% to HK$2.45, with a turnover of HK$823 million. A Goldman Sachs research report stated that SENSETIME-W's management holds a positive outlook on the company's expansion into multi-modal foundation models, a move expected to enhance cost efficiency and help capture more end-application opportunities. As a leading local generative AI software enterprise, SENSETIME-W possesses its self-developed AI foundation model, SenseNova, and AI infrastructure, laying a solid foundation for its growth. The investment bank anticipates that SENSETIME-W's generative AI revenue will continue to grow, driven by the company's extensive product coverage and industry-specific customized solutions, enabling it to seize AI monetization opportunities. China Galaxy Securities pointed out that, as one of the top three players in China's LLM application market, SENSETIME-W has established a full-stack service system covering AI infrastructure, multi-modal large models, and customized industry applications. In the first half of 2025, the generative AI business's revenue contribution to the group surged to 77%, becoming the core growth engine. The securities firm forecasts that SENSETIME-W's revenue compound annual growth rate (CAGR) from fiscal year 2024 to 2027 will reach 30%, increasing from RMB 3.8 billion to RMB 8.3 billion, with the potential to achieve profitability by 2027.