The four major banks are "taking small steps quickly"! Stock prices have reached new historical highs again, with over a hundred stocks hitting nearly one-year peaks, and these areas have become the focus of capital.
① Today, the four major banks of Industry, Agriculture, China, and Construction have collectively reached new historical highs, and the Agricultural Bank Of China has seen an increase for six consecutive Trading days. ② Nearly 120 stocks reached nearly a one-year high in intraday trading today, with banks, Autos, and the oil and petrochemical Sectors having a higher proportion of new high stocks among the Industries. ③ In addition to the four major banks, large Market Cap heavyweight stocks such as BYD and BEIGENE also recorded historical highs today.
DeepSeek has changed everything! Goldman Sachs has proposed a new framework for investing in the Chinese stock market.
First, Goldman Sachs divides the total market value of 14 trillion dollars of China Stocks into two main categories: AI Technology and non-Technology. Second, within the AI Technology sector, the 6 trillion dollars in market value is further subdivided into Semiconductors (including Software design), Infrastructure (Hardware, Data Storage, Cooling System), Data and Cloud (such as Internet platform companies), and Software and Applications (self-driving, Biotechnology, humanoid Robots, Internet service providers, etc.). Third, in the non-Technology sector, the 7 trillion dollars in market value is classified into income enhancers and productivity enhancers. Finally, Goldman Sachs ranks various sub-industries and thematic groups according to their relative price sensitivity to NVIDIA and META, allowing for a better understanding of China's Industry and the level of Trade of AI agents in the two dominant trends in the Technology world - capital expenditure and application.
The short-term differentiation of the DeepSeek Concept may continue, focusing on the rotation opportunities between high and low in AI.
Track the entire lifecycle of the main Sector.
The humanoid robot Industry Chain is flourishing, and Institutions suggest paying attention to domestic component manufacturers that will benefit from it.
Shanghai Securities pointed out that recently, there has been an intensive catalyst in both domestic and international Industry Chain, with a significant increase in market entrants. The emergence of AI companies like DeepSeek is driving the development of general-purpose robotic large models, and the humanoid robot Industry Chain has entered a stage of "a hundred flowers bloom, a hundred schools of thought contend".
Another "miracle drug for myopia" application has been accepted, will Shenyang Xingqi Pharmaceutical's "star product" be impacted? | Quick announcement review
①The application for marketing authorization of HR19034 eye drops under Jiangsu Hengrui Pharmaceuticals has been accepted by the National Medical Products Administration, challenging the exclusive position of Shenyang Xingqi Pharmaceutical. ② The atropine sulfate eye drops suitable for myopia in adolescents under several pharmaceutical companies have all entered phase 3 clinical trials.
Goldman Sachs raises the target for the Csi 300 Index: it can still rise by 19% in the coming year!
① The chief China Stocks strategist at Goldman Sachs expects the MSCI Chinese Index to reach 85 points within the next 12 months, higher than their previous target of 75 points; ② Meanwhile, the Goldman Sachs team has also raised the target for the CSI 300 Index for the next 12 months from 4600 points to 4,700 points, an upside potential of 19%.
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