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Microsoft's "rental withdrawal" shakes the Technology chain: Can DeepSeek's open-source breakthrough offset the chill in the Hong Kong stock AI Sector?
① What impact does Microsoft's cancellation of datacenter leases have on Hong Kong stocks related to the DeepSeeK concept? ② How does DeepSeek's FlashMLA technology realize the potential of GPUs?
BOCOM INTL: There is significant room for recovery in the mainland pharmaceutical Sector, and the foreign investment environment is expected to improve.
Subsequent bullish policies for finance and medical insurance/commercial insurance are expected to continue to be introduced, and the overall valuation of the sector remains at a historical low, indicating significant room for recovery in the sector, thus giving the mainland pharmaceutical Industry a "leading" rating.
In the era of data being king: How will AI Medical reconstruct the trillion-dollar health industry's value chain?
AI in the Medical field, as one of the most important and promising applications of AI, has recently received great attention from the Capital Markets~
Trending Industry Today: ALI HEALTH Leads Losses In AI Medical Concept Stocks
Technology stocks continue to soar, and the dual-main line market of DeepSeek and Siasun Robot&Automation is expected to persist.
Track the entire lifecycle of the main Sector.
Orient: AI empowers Biomedical, with technology and policies supporting.
Since 2024, policies related to AI have been released intensively, providing comprehensive support for the development of Medical AI from the perspectives of development, application scenarios, and standard formulation.