Pharmaceutical distribution
- 784.727
- -3.258-0.41%
The market rebound has opened a new pattern, with Consumer finance taking turns to make efforts, and Technology stocks may face a restorative opportunity.
Last Friday, the market saw a significant rebound in trading volume, with the Shanghai Composite Index climbing back above 3400 points. After experiencing violent fluctuations in the middle of last week, the market again showed signs of breaking upwards. Although this does not mean that a new round of index-driven market movements will immediately begin, it fundamentally alleviates the concerns over the previous breakdowns, and the subsequent view should still be focused on a structure of oscillation upwards.
Is the breakthrough path all in AI? Chain pharmacies are facing a wave of closures and an era of low profits.
① In 2024, particularly in the second half of the year, chain pharmacies will face a large-scale wave of closures, and leading chain pharmacies will generally enter a low-profit era. ② AI is also being assigned higher expectations in helping pharmacies reduce costs and increase efficiency. ③ Publicly available large models, due to a lack of support from vertical domain data, are still insufficient to support the actual Business Operation of pharmacies.
The market has entered a period of reduced volume and chaos, with increasing divergence between Siasun Robot&Automation and AI. Can new hotspots break through?
Yesterday, the market continued its differentiated consolidation trend, with the three major Indexes bottoming out and rebounding slightly, while the trading volume shrank to around 1.5 trillion.
Has the "singularity" of AI in China arrived in 2025? JPMorgan: An application explosion is imminent, DeepSeek ignites demand for computing power, and Alibaba may become the biggest winner.
JPMorgan believes that the development of GAI in China is currently at the beginning of the second stage. Alibaba is a key player in the IaaS value chain, expected to outperform peers in the second stage of GAI development, and has the potential to become a beneficiary in the third stage of applications. Additionally, Kuaishou may be underestimated, while Baidu acts as both a "shovel seller" and a "gold digger."
Amidst the divergence in technology stocks, new catalysts are emerging, and the logic of price increases in cyclical stocks may gradually attract market attention.
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JD Health International Inc. (JDHIF) Q4 2024 Earnings Call Transcript Summary
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.
National People's Congress representative, Zhao Jing of Shandong Buchang Pharmaceuticals: "The 'AI+' is reaching a critical point of explosion. It is recommended to utilize AI to empower the inheritance and innovation of Traditional Chinese Medicine | Two
① Zhao Jing, a representative of the National People's Congress and Vice Director of Shandong Buchang Pharmaceuticals, brought the proposal "Utilizing AI to Empower the Inheritance and Innovation of Traditional Chinese Medicine and Build a New Pattern of Development for Traditional Chinese Medicine with 'Asia Vets + Technology'" to this year's Two Sessions, aiming to promote the intelligent upgrade of the Traditional Chinese Medicine industry through AI technology. ② Zhao Jing stated that the development of large models like DeepSeek has indeed pushed the integration of Traditional Chinese Medicine and AI to a critical point of explosion.
Express News | Hong Kong Stocks Rise After China Announced a Series of Economic Targets for 2025 During the Two Sessions
The divergence in the technology stock sector is increasing, pay attention to the rotation opportunities in low-level directions such as Solid State Battery and CSI Consumer 360 index.
Track the entire lifecycle of the main Sector.
The wave of AI in Medical is sweeping: the potential of the macromolecule new drug market is highlighted and imaging products are "going overseas" into Emerging Markets | Focus
① Some executives from pharmaceutical companies have stated that "currently, the discovery of small molecule drugs is very challenging; finding potential molecules and structures is already quite difficult, while there is still significant potential in the discovery and design of large molecule new drugs." ② Currently, the application maturity of AI technology in the imaging field is relatively high, and relevant manufacturers have revealed that the market potential for AI imaging large models in Belt and Road Initiative Concept countries is quite extensive.
The era of large models in medicine! AI empowers the Industry to press the "accelerator", while the industry still hopes for revolutionary technology to emerge | Medicine Bottoming Series ④
① AI, with its powerful data summarization capabilities, is driving further innovation in the Medical and pharmaceutical fields; ② however, pharmaceutical companies still feel troubled about how to leverage AI in research and development; ③ industry insiders believe that the limitations of technology and the inviolability of ethical and legal responsibilities objectively prevent AI from having the capability to be a responsible entity.
The volatility of Technology stocks has intensified in the short term, waiting for low-buy opportunities after risks are fully released.
Track the entire lifecycle of the main Sector.
The "Technology Carnival" has become a strong catalyst, public funds are gathering to research Computer and high-end manufacturing. Who will be able to capture the next doubling stock?
① Numerous Fund companies are intensifying their research efforts on the Technology Sector, attempting to uncover future investment opportunities in the technology wave, with the Computer Industry companies being the most focused on; ② Several DeepSeek Concept stocks have doubled in price this year, and Institutions believe that technology stocks, particularly those related to DeepSeek, are expected to continue to perform strongly.
Ice and fire coexist! The Technology sector is "hot and spicy," with crowding reaching the ceiling, while these Sectors have fallen into a "cold winter."
①As of today, the total transaction amount of the TMT and Machinery Sector has exceeded 1 trillion for three consecutive days, accounting for over 50% of the market for fifteen consecutive days. ②In terms of valuation, the PE of the Machinery, Electronics, Steel, Computer, Building Materials, and other sectors are at historically high levels. ③The crowding level in the Wind Power, Ship Manufacturing, Textile and Apparel, Tourism and Scenic Spots, Air Transportation, Banks, Coal, Oil and Petrochemical, and Thermal Power sectors is moderate to low.
Similar to 2010, DeepSeek begins the "iPhone4" moment of AI.
SWHY believes that the current stage of AI industry development is very similar to the early days of the Penghua CSI Mobile Internet Index Fund(LOF)-A in 2010, and the emergence of DeepSeek technology has greatly increased the likelihood of AI applications being implemented, similar to the role that the iPhone 4 played in promoting mobile internet applications at that time.
Local governments are keen on DeepSeek, chasing the AI government affairs trend.
1. Jiangyin, known as the first county in China Capital Markets, has seen the DeepSeek application quietly enter its third generation in just two weeks. 2. Currently, the market participants of State-owned Assets Cloud mainly include central state-owned enterprises and local state-owned enterprises, with the former primarily comprising the three major telecom operators and China Electronics Corporation among others. 3. On the other side of the market explosion, with the in-depth application of DeepSeek, data security and privacy protection issues have also attracted attention.
Are Innovative Drugs receiving a New Year's bonus at the start of the year? Support from medical insurance policies may come in multiple ways, and listed companies express that they will "seize the opportunity."
① Two major consultation drafts focus on the pricing and payment of Innovative Drugs, proposing multiple specific innovative mechanisms, further igniting enthusiasm in the Innovative Drugs Industry; ② Industry experts believe that the Class B medical insurance catalog serves as a shot in the arm, but attention should be paid to expanding its Fund pool and further measures to guide insured enthusiasm; ③ Many listed companies have noticed this dynamic and stated they will "closely monitor, actively cooperate in the future, and seize opportunities."
AI Medical has exploded, the Smart Medical Index surged 32% within the month, Hong Kong stocks of Innovative Drugs have also soared, and the first 10 billion-level ETF has been born.
① Since February, the Hong Kong Innovative Drugs Index has increased by 15.99%, and the GF CSI Hong Kong Innovative Drugs Industry ETF has also daily surpassed 10 billion in scale, becoming the first Fund in the All Market to exceed 10 billion in the Hong Kong innovative drug thematic Index; ② The Smart Medical Index has reached an increase of 32.15% this month, with a rise of 72.73% over the past six months; ③ By 2030, the AI market in the Medical and health sector is expected to reach 2 trillion yuan.
Pharmaceutical companies are racing in AI! The leading CRO has acquired an AI company in the oncology field, with another player entering the Sector of large models.
① PHARMARON officially announced yesterday that it has acquired the AI company Haixin Zhihui, which specializes in patient management in the field of oncology, to improve the efficiency of new drug development; ② Many CRO companies have already begun to invest in AI, and investors are bullish on the future potential of this Business; ③ In the past 18 trading days, the CRO Concept has seen a continuous surge.