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China Galaxy Securities: Deepseek is sparking a trend in AI Medical, which is expected to continuously enhance the valuation of the Medical Sector.
Medical is one of the most important and promising scenarios for AI applications, primarily centered on the resonance between AI large model inference capabilities and Medical Big Data. Industry pharmaceutical companies are rapidly deploying localized applications of deepseek, significantly enhancing the performance of specialized large models.
Guosen: Focus on AI + Medical, high-quality innovation, and value symbols with stable performance.
Guosen remains bullish on companies with differentiated innovation capabilities and overseas potential.
Nomura Adjusts Shenzhen Mindray Bio-Medical Electronics' Price Target to 355.32 Yuan From 418.21 Yuan, Keeps at Buy
Guosen: China's Medical and health industry is welcoming the "Deepseek moment" with huge potential in the AI medical and AI pharmaceutical markets.
The AI Medical and AI pharmaceutical markets have enormous potential and are one of the most important application fields of AI technology. Considering the extremely high valuations of some overseas AI pharmaceutical/medical benchmark companies, the domestic AI pharmaceutical/medical field has broad prospects and room for imagination.
Guolian: Structural differentiation in the Industry may further intensify, and companies that lead in Innovative Drugs and international layout are likely to continue to take the lead.
In addition, the proportion of the CSI SWS Health Care index Public Fund in Q4 2024 is at a historic low since 2010, suggesting a focus on companies with positive earnings expectations for 2024.
Shareholders Would Enjoy A Repeat Of Shenzhen Mindray Bio-Medical Electronics' (SZSE:300760) Recent Growth In Returns
102884128 : getting disappointed with this counter. every day drop.