[Brokerage Focus] CITIC SEC expects limited external disturbances before April, with a focus on the core Assets of A-shares as they rebound after the valuation repair of Hong Kong stocks.

Jing Wu Financial News | CITIC SEC released a research report indicating that we are currently in the spring market rally window, expecting limited external disturbances before April, and some improvement in domestic economic and policy expectations, leading to changes in the marginal capital structure of the market. Multiple factors suggest that market trends may shift toward core Assets in A-shares. Firstly, from a macro perspective, limited friction is expected between China and the United States in terms of Technology, trade, and finance before April, with the domestic economy steadily recovering and policy expectations gradually being fulfilled, remaining in the spring market rally window. Secondly, from a market funding perspective, DeepSeek has changed the narrative for Chinese Assets, while the continuous rise in Hong Kong stocks has fueled expectations of foreign capital return.

Jinwu Financial NewsFeb 16 19:47 ET

GTJA: The new paradigm reshapes the drug development landscape, and the cycle of inventory reduction for Active Pharmaceutical Ingredient is approaching its end.

The CXO adjustments are nearing completion, and the Industry is moving towards the development stage 2.0; the API destocking cycle is coming to an end, seizing opportunities for industrial transformation.

Zhitong FinanceFeb 14 02:47 ET

Trending Industry Today: WUXI BIO Leads Gains In Biotechnology Stocks

Moomoo NewsFeb 14 00:10 ET

Trending Industry Today: TIGERMED Leads Gains In CRO Stocks

Moomoo NewsFeb 14 00:00 ET

Hong Kong stocks fluctuated | CRO Concept stocks continued to surge in the morning, WUXI BIO (02269) and TIGERMED (03347) both rose over 9%.

In the early session, CRO Concept stocks continued to rise. As of the time of writing, WUXI BIO (02269) is up 9.59%, priced at 22.85 HKD; TIGERMED (03347) is up 9.09%, priced at 31.2 HKD; GENSCRIPT BIO (01548) is up 7.22%, priced at 11.88 HKD.

Zhitong FinanceFeb 13 22:11 ET

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.

Zhitong FinanceFeb 13 00:55 ET