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Goldman Sachs: Maintains XIAOMI-W (01810) "Buy" rating with a Target Price of 58 HKD.
The group held a spring new product launch event yesterday (the 27th), showcasing Xiaomi's strategy towards high-end products and the ongoing development of the "people x cars x home" ecosystem, further exceeding Consumer expectations.
The wave of AI in Medical is sweeping: the potential of the macromolecule new drug market is highlighted and imaging products are "going overseas" into Emerging Markets | Focus
① Some executives from pharmaceutical companies have stated that "currently, the discovery of small molecule drugs is very challenging; finding potential molecules and structures is already quite difficult, while there is still significant potential in the discovery and design of large molecule new drugs." ② Currently, the application maturity of AI technology in the imaging field is relatively high, and relevant manufacturers have revealed that the market potential for AI imaging large models in Belt and Road Initiative Concept countries is quite extensive.
The reevaluation of the Hong Kong stock Technology sector reveals that the Innovative Drugs sector is also expected to迎迎迎 DeepSeeK moment.
① Hong Kong stocks in the Biomedical sector are strengthening in the short term, which Bullish factors are worth paying attention to? ② The number of new drugs under research in our country has jumped to second in the Global ranking, what new support does the policy provide?
The era of large models in medicine! AI empowers the Industry to press the "accelerator", while the industry still hopes for revolutionary technology to emerge | Medicine Bottoming Series ④
① AI, with its powerful data summarization capabilities, is driving further innovation in the Medical and pharmaceutical fields; ② however, pharmaceutical companies still feel troubled about how to leverage AI in research and development; ③ industry insiders believe that the limitations of technology and the inviolability of ethical and legal responsibilities objectively prevent AI from having the capability to be a responsible entity.
Hong Kong stock Concept tracking | BEIGENE has become the domestic "leader in Innovative Drugs". Institutions are Bullish on the valuation recovery of Innovative Drugs in 2025 (with associated Concept stocks).
On February 21, BEIGENE surpassed Jiangsu Hengrui Pharmaceuticals with a market cap difference of 2.7 billion yuan, becoming the "big brother of innovative drugs."
Hong Kong stock market news | INNOVENT BIO (01801) rose over 7% in the afternoon. The application for the combination therapy of Sindilimab for cancer has been submitted for listing. The new drug IBI3002 has been approved for clinical trials.
INNOVENT BIO (01801) rose over 7% in the afternoon, as of the time of this report, it has increased by 5.82%, priced at 42.7 Hong Kong dollars, with a trading volume of 0.437 billion Hong Kong dollars.
