AI helps reduce costs and improve efficiency in drug development. The "AI+Medical" Industry has explosive growth opportunities.
China Post Securities pointed out that the Global market size for AI+Medical industry AI solutions is expected to increase from 13.7 billion dollars in 2022 to 155.3 billion dollars in 2030, with a CAGR of 35.5%, indicating explosive growth opportunities in the industry.
The focus of AI development is shifting from training to inference, with customized ASICs expected to experience a surge.
① Driven by DeepSeek, CSP providers are expected to more actively develop self-owned ASIC solutions with lower costs, shifting their focus from AI training to AI inference, which is estimated to gradually increase the proportion of AI inference servers to nearly 50%. ② GTJA points out that AI ASIC chips have advantages in power consumption and cost, making them a necessary choice.
The transaction price is 15 million dollars! Xiamen Amoytop Biotech is interested in this gene therapy company, which has been invested in by Hillhouse and Sequoia.
① The company has established a cutting-edge AAV gene therapy platform, and its AAV gene therapy SKG1108 for the treatment of retinal pigment degeneration has received FDA orphan drug designation; ② The company has yet to achieve profitability, with projected revenue of 0.0525 million USD in 2024; net income is -23.1762 million USD, a reduction in loss compared to -31.8607 million USD net income in 2023.
AH Stocks rose, the Hang Seng Index increased by nearly 3%, and Alibaba surged over 9% driving the computing power to take off.
A-shares related to Alibaba Cloud opened with a significant rise, Hangzhou Zhongheng Electric, Insigma Technology, Shanghai AtHub, and RunJian Co.,Ltd. hit the limit up, Guangdong Aofei Data Technology rose over 10%, Yimikang Tech. Group.Co.,Ltd., Ruijie Networks, and Yacong Co., Ltd. also followed the upward trend.
The demand for AI Education Hardware is expected to continue to grow as educational companies intensively integrate with the DeepSeek large model.
① Recently, leading companies such as Xueersi, NetEase Youdao, Offcn Education Technology, Yuanfudao, and Zuoyebang have announced the integration of the DeepSeek large model. ② Zheshang pointed out that, empowered by AI and other Asia Vets applications, the demand for Consumer Hardware in education is expected to continue growing, thereby driving the sustained growth of the learning machine market size.
In the next three years, Alibaba Cloud and AI infrastructure investments will exceed the total of the past ten years, and domestic computing power construction may be the most certain main line.
① In the Q3 2025 Earnings Reports Analyst conference call, Alibaba Group CEO Wu Yongming stated that investments in cloud and AI infrastructure over the next three years are expected to exceed the total of the past decade. ② Chen Tong from Western Securities pointed out that large models are reshaping the technology architecture, service models, charging models, and application ecology for cloud providers.