On September 4, SENSETIME-W rose 4.03% in regular trading, trading at HK$1.425/share, with turnover of HK$80.88 million. The stock continued its wide-range oscillation pattern following the release of interim results, while broader AI application software sector strength provided additional support.

On the news front, the company disclosed its interim results on August 26, reporting first-ever IFRS net profit of RMB 617 million for the first half, with revenue reaching RMB 2.911 billion, up 23.4% year-over-year. Generative AI revenue share rose to 79.9%, and recurring revenue surged 124.4% YoY. However, market debate over earnings quality persists — after stripping out RMB 4.588 billion in equity investment gains, the adjusted net loss remained at RMB 386 million, indicating core operations have yet to turn profitable. Goldman Sachs previously raised its target price to HK$2.05, while CMB International maintained a Buy rating citing strong generative AI performance.

Within the Application Software sector, multiple peers rallied, with MININGLAMP-W up 7.92%, HORIZONROBOT-W up 6.18%, KINGDEE INT'L up 5.51%, and PHANCY up 7.18%, suggesting broad sector linkage bolstered sentiment.

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