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This week's Hong Kong stock market bull stocks | Alibaba's ecosystem has surged across the board! ALI HEALTH skyrocketed over 54% this week, Alibaba has risen over 50% this year; Bullish trends in AI are leading the Cloud Computing market! GDS Holdings ha
This week, the Hang Seng Index has risen by 7.04%, closing at 22,620.33 points; during the same period, the Hang Seng TECH Index has increased by 7.3%, closing at 5,526.22 points; the Hang Seng China Enterprises Index has also risen by 7.03%, closing at 8,331.4 points.
[Brokerage Focus] BOCOM INTL points to new opportunities in the medical Sector driven by AI technology, focusing on innovation related to AI and opportunities for valuation recovery.
Jingu Finance News | BOCOM INTL stated that multiple pharmaceutical companies have integrated DeepSeek, accelerating the implementation of AI + Medical Services. Many companies in the digital medical field, such as Yidu Technology, announced the integration of DeepSeek-R1 model, and Jiangsu Hengrui Pharmaceuticals and INNOVENT BIO also indicated that they will fully carry out DeepSeek application work. Moreover, the National Healthcare Security Administration has reiterated the reform of payment collection. The administration mentioned the achievements of the settlement reform in Jiangxi Province, where the payment collection cycle for medical supply companies has reduced from half a year to 30 days. The bank pointed out that AI large models empower digital medical services companies, showing significant potential in disease diagnosis/detection. At the same time,
The "DeepSeek Moment" of medicine, has China’s Innovative Drugs also reached it?
Over the past four years, China's share of Global large-scale pharmaceutical Trade has surged from 5% to 30%. From research and development innovation to international mergers and acquisitions, Chinese Innovative Drugs companies are reshaping the Global pharmaceutical innovation landscape.
BOCOM INTL: Expectations for the implementation of Class C medical insurance catalog have further increased this year, giving a "leading" rating to the mainland Pharmaceutical Industry.
The domestic pharmaceutical Industry has been rated as "leading", focusing on two main lines: innovation and valuation repair. The expectation for the implementation of Category C in the medical insurance catalog this year has further strengthened, which is expected to support the establishment of a multi-payment mechanism for Innovative Drugs.
[Brokerage Focus] BOCOM INTL indicates that the expectation for the implementation of Category C medical insurance catalog enhances the catalyzing sentiment and repairs focus on innovation and valuation recovery opportunities.
Jinwu Financial News | BOCOM INTL indicates that the expectation for the implementation of the Class B medical insurance catalog has further increased this year, and it is expected to support the establishment of diversified payment mechanisms for Innovative Drugs. At the same time, the initiation of the immediate settlement reform for the medical insurance fund is expected to alleviate the cash pressure on Medical Institutions. Combined with the fact that the continued procurement of various medicines and devices has created financial space for payment of Innovative Drugs, the subsequent introduction of favorable policies from fiscal and Medical / commercial insurance is ongoing, and valuations remain at historical lows, the bank believes the Sector still has significant room for recovery. The bank continues to focus on recommending potential beneficiary symbols for the subsequent policy space, including: 1) AKESO (09926), INNOVENT BIO (01.
Quick look at the Hong Kong market | The three major Indexes in Hong Kong stock market collectively declined, with the Hang Seng Index falling below 0.02 million points; Technology stocks and financial stocks were generally sluggish, Bilibili falling over
The three major indices of the Hong Kong stock market all declined, with the Hang Seng Index falling 1.63%, the Tech Index dropping 2.40%, and the National Index decreasing by 1.96%.