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The market has entered a period of reduced volume and chaos, with increasing divergence between Siasun Robot&Automation and AI. Can new hotspots break through?
Yesterday, the market continued its differentiated consolidation trend, with the three major Indexes bottoming out and rebounding slightly, while the trading volume shrank to around 1.5 trillion.
East Asian Securities: The valuation of Hong Kong Technology stocks still has room for revaluation, raising the Target Price for the Hang Seng Index to 26,000 points.
According to Zhitong Finance APP, Hong Kong stocks have recently significantly outperformed A-shares. Regarding the large gap in the performance of the two, Chan Wai Chung, senior investment strategist at East Asia Securities, pointed out that Hong Kong stocks have a higher weight in Technology stocks, while A-shares are not dominated by Technology stocks, making Hong Kong stocks more beneficial when speculating on the AI Concept.
Chinese Technology stocks are "siphoning" foreign capital from Emerging Markets, with AI narratives driving Global capital reallocation.
① How does the "siphoning" of foreign capital by China's Technology stocks have a profound impact on the market? ② Driven by AI narratives, how much space is there for foreign capital to flow back into China's Assets amid global capital reallocation?
Has the "singularity" of AI in China arrived in 2025? JPMorgan: An application explosion is imminent, DeepSeek ignites demand for computing power, and Alibaba may become the biggest winner.
JPMorgan believes that the development of GAI in China is currently at the beginning of the second stage. Alibaba is a key player in the IaaS value chain, expected to outperform peers in the second stage of GAI development, and has the potential to become a beneficiary in the third stage of applications. Additionally, Kuaishou may be underestimated, while Baidu acts as both a "shovel seller" and a "gold digger."
Huawei has entered the AI Medical field! Ark Health has surged 50% in a single day, leading the way. Institutions believe commercialization is expected to accelerate.
① Can companies like Fangzhou Jianke and Yidu Technology truly solve the problem of medical resource shortages through localized deployment of large models in Hospital scenarios? ② Tianfeng proposes that the core contradiction in AI Medical shifts to "data value reassessment"; how will the high-barrier data of the Medical Industry and multimodal fusion technology become the key to corporate competition?
Hong Kong stock Concept tracking | Huawei's establishment of a Medical health legion is expected to accelerate the implementation of AI Medical (including Concept stocks).
Huawei officially established a Medical and Health Corps, focusing on building an AI-assisted diagnosis solution system and promoting the application of large medical models in clinical scenarios.
