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Morgan Stanley has released the "China AI 60" list! In addition to Tencent and Alibaba, these companies are also on the list.
The competitiveness of AI in China has shifted from 'catching up in computing power' to 'defining applications.'
Disdained by the market! Goldman Sachs: Today's pharmaceutical stocks are like "Coal Industrial Concept during the ESG peak period".
Goldman Sachs traders believe that the current trading performance of pharmaceutical stocks resembles "Energy stocks at the peak of the ESG era - as if they are about to perish," with the Sector's valuation relative to the S&P 500 Index having fallen to a historic low, creating the largest discount on record.
BEIGENE's Q1 loss narrowed to 94.503 million yuan, with Baiyueze and Baizean sales revenue increasing.
In the first quarter of 2025, BEIGENE achieved revenue of 8.048 billion yuan, a year-on-year increase of 50.2%; the net income attributable to the parent was a loss of 94.503 million yuan, compared to a loss of 1.908 billion yuan in the same period last year; In recent years, with policy support, China's Innovative Drugs Industry has entered a period of rapid development. In 2024, the industry will usher in a new round of policy dividends, and the research and development results of domestic Innovative Drugs will experience explosive growth.
Express News | Hong Kong stock Biomedical shares rebounded collectively, with BEIGENE rising nearly 7%.
Futu Morning Report | The results of the China-US talks ignite market sentiment! The Nasdaq rose over 4%, returning to a bull market, and the total market value of the Magnificent 7 surged by more than 800 billion USD overnight.
Goldman Sachs has significantly delayed its expectations for the Federal Reserve to cut interest rates, from July to December; the Bitcoin mining company invested in by the Trump family has gone public through a shell company, causing its stock price to surge over 173%.
The Concept of Innovative Drugs has been severely attacked! Trump suddenly posts: We need to reduce drug prices in the USA by up to 80% immediately!
① The President of the USA, Trump, will sign an executive order on Monday aimed at reducing the prices of USA prescription pharmaceuticals and medications by 30% to 80% immediately; ② The executive order will implement a "most-favored-nation policy," aligning the prices paid in the USA with those of the country with the lowest drug prices in the world; ③ Trump referred to this executive order as "one of the most important executive orders in USA history," expecting it to save trillions of dollars.