Who Are China's AI Winners Post-DeepSeek? Goldman Sachs Picks 30 Firms
Brokerage morning meeting highlights: Now is the right time for AI healthcare layout.
In today's Brokerage morning meeting, Sinolink proposed that the layout of AI in healthcare is timely; HTSC expressed a bullish outlook on the product upgrades and commercial breakthroughs of AI applications in China by 2025; China Securities Co.,Ltd. believes that the turning point in the IDC Industry is approaching, and a new cycle is expected to begin.
DeepSeek has emerged, and Chinese Technology stocks have surged! Citibank: the market is not yet overheated.
Citigroup Analyst believes that since the beginning of the year, the QITABANKUAI in China has indeed seen an increase in congestion, primarily due to the rise of technology stocks, which has boosted overall valuations and improved market sentiment. However, if excluding the weight stock Xiaomi Group, it can be found that although the QITABANKUAI in China has a higher congestion compared to other sectors, it is still not the most congested sector, indicating that this sector has not yet overheated.
Express News | Hong Kong Indexes Extend Gains. Alibaba Rises 4%, KuaiShou Surges 7% and Baidu Up 5%
Fully embrace the DeepSeek model! Cloud vendors like Volcano Engine are joining in. Can they "steal" a piece of the computing power pie?
① Volcano Engine Smart General will hold seminars focusing on multi-model deployment and invocation, API invocation of DeepSeek R1 on Volcano Ark, deploying the DeepSeek solution on Volcano Engine, and developing AI applications on the DeepSeek platform. ② Alibaba Cloud, Huawei Cloud, Baidu Cloud, Tencent Cloud, and UCloud have also successively launched the DeepSeek large model on their Cloud Computing Service platforms.
DeepSeek opens a new era of AI, and the curtain rises on "sovereign AI."
In Deutsche Bank's view, DeepSeek is likely to become a "Sputnik moment" for many countries outside the USA. It not only raises security concerns but also showcases the potential for AI development in regions outside the USA, which is likely to increase the pressure on various countries to invest in sovereign AI.
Does DeepSeek lead the reconstruction of valuations for China's technology stocks? Foreign investors: the focus has shifted from risk to potential.
① Market observers believe that the emergence of DeepSeek has led overseas investors to reevaluate the potential and valuation of AI in Chinese Internet companies; ② The launch of DeepSeek not only excites investors but may also accelerate the adoption of AI by businesses and consumers, reducing costs for large-scale enterprises, which is a significant Bullish development for Cloud Computing Service providers like Alibaba and Tencent.
Tech stocks continue to be hot; can edge AI and Siasun Robot&Automation continue to "ride the wave"?
Track the entire lifecycle of the main Sector.
WuXi AppTec leads the surge of Hong Kong stock pharmaceutical shares, while Global Biomedical investment and financing shows signs of recovery.
① The WuXi AppTec system leads the rise of Hong Kong pharmaceutical stocks, which Bullish factors are worth paying attention to? ② Global Biomedical investment and financing has seen some recovery, how do Institutions view it?
Pharmaceutical stocks have become a transitional theme at present, and the performance line may be further valued by the market.
Track the entire lifecycle of the main sector.
How can the results of major health research be translated into practice? This forum, gathering Medical Institutions, entrepreneurs, investment Institutions, and Universities, is here.
The forum on the transformation of scientific achievements in the big health industry, co-hosted by the Antai College of Economics and Management at Shanghai Jiao Tong University and the Zhongyin Technology Finance College at Shanghai Jiao Tong University, was held at the Shanghai Machinery Valley Industrial Park. Guests from Medical institutions, investment Institutions, and Universities' research institutes discussed the transformation of scientific achievements in the big health industry.
The current cycle of Traditional Chinese Medicine materials is entering a downturn phase, and pharmaceutical companies may face a cost "turning point."
In the second half of 2024, the prices of Traditional Chinese Medicine materials are expected to decline overall; the semi-annual and third quarter reports of this year show that the gross margin of some Chinese Patent Medicine listed companies has significantly decreased, indicating a notable impact of the fluctuation in Traditional Chinese Medicine material prices on costs. However, with the retreat in Traditional Chinese Medicine material prices, production costs for companies will also decrease.
How to break through the challenges in the development of innovative drugs? The industry suggests focusing on internationalization.
① The year 2024 will be the inaugural year of large-scale authorized trade, and going abroad has become an important direction for the development of local pharmaceutical companies; ② Chinese企业品牌, clinical trial capabilities, data presentation formats, and levels of international operation still need time and practical verification.
Will the indications of GLP-1 drugs expand to the field of PCOS? The era of three targets is about to arrive? | Industry Observation
①At the GLP-1 Drug Seminar (Chengdu session), participants discussed the global trend of GLP-1 drug research and development. ②Participants mentioned that the indications for GLP-1 drugs in the future may expand to areas such as PCOS and stroke. ③Drugs targeting GLP, GCG, and GIP receptors are beginning to rise.
Stocks are hitting the ceiling! Since October, 10 A-share listed companies have announced being targeted, with china national medicines corporation and sh pharma being targeted on the same day by new china life insurance.
① According to incomplete statistics, since October, 10 A-share listed companies including zhejiang east crystal electronic, semiconductor manufacturing international corporation, quanjinhao, lifecome biochemistry, zhejiang jingu, primeton information technologies, inc., guangzhou goaland energy conservation tech, xuzhou handler special vehicle, china national medicines corporation, and sh pharma have announced that they have received major stock purchases from relevant parties (see attached table). ② In the secondary market, this week, xuzhou handler special vehicle and guangzhou goaland energy conservation tech have both seen their stock prices increase by more than 100% since September.
What's Going On With US Listed Chinese Stocks Alibaba, JD, Nio, Li XPeng On Wednesday?
The new policy of prepayment of medical insurance fund has been released, and the pharmaceutical sector has ushered in a sharp rise. Experts believe it may be a way for medical institutions to release funding pressure.
On the 11th, the "Notice on Prepayment of Medical Insurance Fund" was issued, requiring the unified and improved basic medical insurance fund prepayment system at the national level. Experts believe that the prepayment system can effectively alleviate the problem of pharmaceutical industry debt, accelerate the turnover of funds for pharmaceutical companies. The medical sector showed a significant upward trend today, with listed companies attributing the rise to investor sentiment.
Historically the most 'competitive'? The Tenth Batch of National Procurement Pharmaceutical Catalog Is Officially Announced with one type having up to 31 companies competing.
①This afternoon, the National Pharmaceutical Joint Procurement Office officially announced the tenth batch of nationally purchased pharmaceutical catalog, with a total of 263 specifications and 62 varieties; ②Several industry insiders have stated that the tenth batch of national procurement will be the largest and most competitive national procurement in history.
The tenth batch of national procurement reporting documents have been leaked, industry insiders: does not represent the final list of centralized procurement varieties. The competition intensity will reach new heights.
①A document of the tenth batch of national procurement reporting catalog has circulated within the industry. Today, when the reporter verified with the relevant department, they indicated that it is an internal document not for public release, and the formal joint procurement document will be released publicly later. ②Several industry experts have provided feedback to the reporter, stating that this reporting catalog does not represent the final procurement catalog. However, the competitive landscape of the tenth batch of national procurement will involve at least seven companies. ③The competition for the tenth batch of national procurement will be exceptionally fierce.
Chinese concept stocks are once again popular! Morgan Stanley has raised the ratings of multiple Chinese concept internet companies, and these industries are highly favored.
①Australia's well-known bank Macquarie released a report, upgrading the ratings of multiple Chinese internet-related stocks; ②The reason for the upgrade is the improved visibility of profits, as well as the continuous policy support from the Chinese government.