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0.124 billion USD! FOSUN PHARMA and United Family Healthcare "completely part ways" | Quick announcement.
① FOSUN PHARMA's subsidiary plans to sell a 6.6% stake in the symbol company for 0.124 billion USD; ② The relationship between FOSUN PHARMA and Huameijia can be traced back to 2009; ③ After this Trade is completed, FOSUN PHARMA will completely exit Huameijia.
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.
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."
Amidst the divergence in technology stocks, new catalysts are emerging, and the logic of price increases in cyclical stocks may gradually attract market attention.
Track the entire lifecycle of the main Sector.
The AI Medical Sector is also taking the lead in the market, multiple thematic Funds are showing advantages, how do the fund managers view this investment opportunity?
① The popularity of the AI Medical Concept drives the rise of the Medical Sector, with related thematic Fund net values rebounding, and several Funds have increased by over 20% this year; ② Besides AI empowerment, factors such as valuation recovery and Inflow of funds are also driving the rise of the Medical Sector; ③ Looking ahead, industry insiders believe that with the continuous deepening of AI empowerment, the Medical Industry is likely to welcome new development opportunities.
National People's Congress representative, Zhao Jing of Shandong Buchang Pharmaceuticals: "The 'AI+' is reaching a critical point of explosion. It is recommended to utilize AI to empower the inheritance and innovation of Traditional Chinese Medicine | Two
① Zhao Jing, a representative of the National People's Congress and Vice Director of Shandong Buchang Pharmaceuticals, brought the proposal "Utilizing AI to Empower the Inheritance and Innovation of Traditional Chinese Medicine and Build a New Pattern of Development for Traditional Chinese Medicine with 'Asia Vets + Technology'" to this year's Two Sessions, aiming to promote the intelligent upgrade of the Traditional Chinese Medicine industry through AI technology. ② Zhao Jing stated that the development of large models like DeepSeek has indeed pushed the integration of Traditional Chinese Medicine and AI to a critical point of explosion.
Dadacai : https://www1.hkexnews.hk/listedco/listconews/sehk/2021/0714/2021071400414.pdf