[Data View] Institutions have been continuously increasing their positions in Asia Vets, while powerful speculators are selling Hainan Huatie for over 0.6 billion.
① The AI all-in-one machine Concept stock, Zhimei Asia Vets, received over 80 million from Institutions buying in, and this stock has been significantly bought by Institutions for two consecutive days. ② The computing power Concept stock Hainan Huatie has been Sold for 0.662 billion by GTJA's Shanghai Haiyang West Road branch.
Two Sessions Time | National People's Congress Representative, Lu Qingguo from Chenguang Biotech Group: Improve the quality standards of Chinese Patent Medicine, regulate the centralized procurement model for Traditional Chinese Medicine, and optimize the
① Lu Qingguo, Director of Chenguang Biotech Group and a representative of the National People's Congress, focused on several recommendations at this year's Two Sessions, including optimizing the procurement mechanism for Traditional Chinese Medicine, enhancing the quality standards for Chinese Patent Medicine, and standardizing the Traditional Chinese Medicine granule industry; ② In addition to recommendations related to the Traditional Chinese Medicine industry, Lu Qingguo prepared several suggestions on rural social retirement insurance, rural medical insurance, and increasing support for companies sanctioned by the United States.
EHang and Anhui Jianghuai Automobile Group Corp.,Ltd. are collaborating to promote the construction of a low-altitude industrial park, with the low-altitude economy industry expected to accelerate its implementation.
① EHang, Anhui Jianghuai Automobile Group Corp.,Ltd. and Hefei Guoxian Holdings Co., Ltd. officially signed a global strategy cooperation agreement in Hefei. ② Currently, various regions across the country are introducing policy measures to support the development of the low-altitude economy, including the frequent introduction of bullish policies for the low-altitude economy and plans to use special bonds and ultra-long special treasury bonds and other financial tools to provide stable funding sources for the development of the low-altitude economy.
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.
After the concept divergence of DeepSeek intensifies, the market may enter a volatile rotation rhythm.
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Huawei will release AI pathology models, and the Medical Industry is迎来 an important opportunity for intelligent upgrades.
① Huawei's data storage public account released information stating that it will launch the Ruijin pathological model based on the Huawei DCS AI solution. ② Jianghai Securities pointed out that under the guidance of the Health China 2030 Global Strategy, the Medical Industry is ushering in an important opportunity for intelligent upgrades.