关于商汤的做空研究报告（Grizzly）

We Believe SenseTime is Artificially (Un)Intelligently Inflating Revenue Through Highly Questionable Revenue Round-Tripping Schemes

SenseTime (20 HK)

Unrivalled computer vision leader in China

SenseTime is China’s AI computer vision pioneer with 11% market share in 2020.

更多

We expect SenseTime FY20-23E revenue to grow at 43% CAGR on the

expansion of AI deployment across Smart Business, Smart City, Smart Life and

Smart Auto verticals. We initiate at BUY with target price of HK$8.08, based on

34x FY22E EV/sales.

收起

商汤公司

GLOBAL OFFERING

SenseTime Group Inc.

更多

(a company controlled through weighted voting rights and incorporated in the Cayman Islands with limited liability)

Stock Code: 0020

收起