9月30日，商汤-W（00020.HK）股价盘中大涨5.11%，引发市场关注。多重利好因素推动公司股价上涨。
根据商汤科技最新发布的2025年上半年财报，公司实现营收23.58亿元人民币，同比增长35.6%。其中，生成式AI收入同比增长72.7%，占总收入的77.0%，成为推动收入增长的主要动力。同时，公司经调整亏损净额同比下降50%，显示出经营效率的明显提升。
此外，商汤科技近期宣布其AI视频Agent Seko上线一个月后，使用的创作者已超过10万。这表明公司在AI应用领域的产品得到市场认可，有望带来新的增长点。与此同时，国家发改委表示将制定新一代智能终端和智能体相关政策指引，这一政策信号可能为AI行业带来更多发展机遇。在整体市场氛围向好的背景下，港股科技股普遍走强，也为商汤-W的上涨提供了有利环境。
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