Understanding the Market | SenseTime-W Surges Over 6% Again, SenseTime Ririx 5.0 Outperforms GPT-4 Turbo in Chinese Context
SenseTime-W rose by over 6% again, with a cumulative increase of over 50% this week. As of the time of publication, it rose by 6.02% to HKD 0.88, with a turnover of HKD 4.16 billion. Haitong International released a report stating that SenseTime recently launched a 600 billion parameter large model "RiRiXin 5.0", which significantly improves knowledge, mathematics, reasoning, and coding capabilities, comprehensively benchmarking against GPT-4 Turbo. The report mentioned that "RiRiXin 5.0" not only benchmarks against GPT-4 Turbo but also outperforms it in the Chinese context. Due to the current ambiguity in the commercialization of generative artificial intelligence, it is believed that SenseTime is significantly undervalued. Considering the rarity of computing power infrastructure, valuation is made based on asset net worth, as the company's AI infrastructure and large language models are still far from generating profits. The report maintains an outperform rating with a target price of HKD 1.5, believing that it is well positioned in the GenAI boom
According to the Zhitong Finance and Economics APP, SenseTime-W (00020) has risen by over 6% again, with a cumulative increase of over 50% this week. As of the time of publication, it has increased by 6.02% to HKD 0.88, with a turnover of HKD 4.16 billion.
Haitong International released a report stating that SenseTime recently launched a 600 billion parameter large model "RiRiXin 5.0", which significantly improves knowledge, mathematics, reasoning, and coding abilities, comprehensively benchmarking against GPT-4 Turbo. The report mentioned that "RiRiXin 5.0" not only benchmarks against GPT-4 Turbo but also outperforms it in the Chinese context.
The report pointed out that due to the current ambiguity in the commercialization of generative artificial intelligence, SenseTime is believed to be significantly undervalued. Considering the rarity of computing power infrastructure, valuation is made based on asset net worth, as the company's AI infrastructure and large language models are still a considerable distance away from profitability. The report maintains a rating above the market with a target price of HKD 1.5, believing that it is well positioned in the GenAI boom