Sensetime-W (00020) saw a notable surge in its share price during the morning session on December 22, climbing over 8.5% to reach HK$2.04. The rally was driven by the company's recent wave of technological advancements, demonstrating how foundational innovation can enhance product experiences and solidify the commercial viability of AI applications.

During its product launch week, Sensetime introduced multiple AI-driven innovations, including the industry's first multi-episode generative AI agent "Seko 2.0," China's first native AI office assistant "Little Raccoon 3.0," a next-gen e-commerce growth engine "Ruying," and the "Daxiao Robot" to accelerate embodied AI adoption. Other releases included an AI financial assistant "Kapi Accounting" and the popular AI photo app "Kapi Camera," which has topped app store charts in multiple countries.

Notably, Sensetime has made progress in adapting its AI models to domestic chips. On December 15, Cambricon announced compatibility with Sensetime's self-developed "Rixin Seko" series models. Additionally, Sensetime has formed strategic partnerships with Sugon and Daxiao, achieving deep integration between its AI models and Sugon's scaleX supercomputing clusters.

Sensetime's AI infrastructure, SenseCore, now supports major domestic AI chips, including Huawei Ascend, Cambricon, MetaX, Moore Threads, and Biren. The company has also established joint optimization mechanisms with chipmakers to enhance operational efficiency on local hardware.

Looking ahead, as Sensetime continues to roll out products and meet growing industry demand, its valuation recovery potential remains promising.