The AI Medical Sector is also taking the lead in the market, multiple thematic Funds are showing advantages, how do the fund managers view this investment opportunity?
① The popularity of the AI Medical Concept drives the rise of the Medical Sector, with related thematic Fund net values rebounding, and several Funds have increased by over 20% this year; ② Besides AI empowerment, factors such as valuation recovery and Inflow of funds are also driving the rise of the Medical Sector; ③ Looking ahead, industry insiders believe that with the continuous deepening of AI empowerment, the Medical Industry is likely to welcome new development opportunities.
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JD.com Conference Call: "Trade-in for a New One" boosts Consumer confidence recovery, mobile phone and home appliance demand rebounding, focusing on the takeout Business to enhance user stickiness.
JD.com stated that the government's "old-for-new" policy is driving market recovery, with a rebound in mobile phone demand and strong growth in computer sales. Although home appliance sales experienced short-term fluctuations, the arrival of the March home improvement season is expected to accelerate growth in appliance sales. Policy support is boosting Consumer spending, and JD.com anticipates that profit margins will steadily improve in the future, aiming for high single-digit levels. Instant Retail is an extension of core Retail Trade operations, and food delivery as a high-frequency business can enhance user stickiness. JD.com will continue to optimize its delivery network to improve overall retail efficiency.
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After two years of price wars, JD.com has become more profitable.
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