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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.
After Tongwei's failed 'sell-out', Runyang shares introduced two major Photovoltaic Equipment manufacturers through Debt-for-equity Swaps.
1. Wuxi Autowell Technology Co., Ltd. and Shenzhen S.C New Energy Technology Corporation stated that this Debt-for-equity Swaps aims to quickly resolve customer debt issues, accelerate the recovery of company loans, and strengthen cooperation with customers; 2. This Debt-for-equity Swaps has set up an IPO gamble agreement, and Runyang Holdings needs to complete the A-share listing or be acquired within five years. This presents certain challenges for Runyang Holdings, which is currently facing performance losses, compounded by litigation, production stoppages, and other turmoil.
The volatility of Technology stocks has intensified in the short term, waiting for low-buy opportunities after risks are fully released.
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Another "A+H" listing may be born on the Star! Tianyue Advanced has disclosed its Hong Kong stock prospectus.
① According to the prospectus for Listed in Hong Kong, as of the first three quarters of 2024, Tianyue Advanced's overseas revenue accounts for about 40%; ② Tianyue Advanced stated that it will establish production bases overseas based on customer distribution to increase the production capacity of the company's large-sized Silicon Carbide substrates and improve responsiveness to overseas customer demand.
The demand for infrared thermal imaging in the Business is steadily growing, with Raytron Technology expecting both revenue and net profit to increase in 2024.
① The company stated that in the microwave Business Sector, it mainly includes T/R components, phased array subsystems, and Radar complete systems, making it one of the fastest-growing segments in 2024; ② GTJA Securities indicated that the rapid growth of the infrared thermal imaging device's consumer market spending mainly stems from the reduction of product costs, leading to the continuous expansion of new application areas.
AH Stocks rose, the Hang Seng Index increased by nearly 3%, and Alibaba surged over 9% driving the computing power to take off.
A-shares related to Alibaba Cloud opened with a significant rise, Hangzhou Zhongheng Electric, Insigma Technology, Shanghai AtHub, and RunJian Co.,Ltd. hit the limit up, Guangdong Aofei Data Technology rose over 10%, Yimikang Tech. Group.Co.,Ltd., Ruijie Networks, and Yacong Co., Ltd. also followed the upward trend.