AI applications and solid-state technologies have arrived; how far can robotics go? The Hong Kong stock market’s innovative drugs are also performing well; I forgot to mention the domestic alternatives yesterday. Huafeng and Chipone are currently leading. I acquired a useless military technology company, Guorui Technology. In the future, I will focus on Great Wall … Read more
Several high-value BD cases in 2025 have sparked strong interest in the Chinese biopharmaceutical sector from the capital market. China has become a major force in global BD output, thus examining the licensing pipelines of domestic biopharmaceutical companies can roughly analyze the direction of global pharmaceutical innovation. In the first half of this year, ADC … Read more
Tonight, major hits to themes like Weixin Materials and Moer have put pressure on market sentiment. However, this has no impact on me; I focus on fundamentally strong stocks. The stocks I hold are rarely below a market capitalization of 30 billion. Pre-market plan: I looked at the US stock market; Apple and NVIDIA are … Read more
If you are paying attention to healthcare, you will notice an interesting change: a few years ago, when discussing innovative drugs, everyone was saying, “What is available overseas, we will follow suit”; but as 2025 begins, the narrative has changed.The National Medical Products Administration approved 43 innovative drugs in the first half of the year, … Read more
Medical Road Society:Inheriting and Developing Traditional Chinese Medicine Source: Overseas Website, Author: Compiled by Medical Road Society Copyright belongs to the original author. If there are any violations or infringements, please contact us for removal! 👆 Follow for more innovative drug news Hello everyone! I am an observer focused on innovative drugs. Today, let’s talk … Read more
If you pay attention to healthcare, you will notice an interesting change: a few years ago, when discussing innovative drugs, everyone was saying, “What is available overseas, we will follow suit”; but as 2025 begins, the narrative has changed.In the first half of the year, the National Medical Products Administration approved 43 innovative drugs, with … Read more
1. Semiconductors/Computing Power: Supply Concerns Alleviated + Strengthened Certainty in Optical Module Performance Core Logic NVIDIA’s Clarification Boosts Confidence: NVIDIA has clearly stated that the H100/H200 chips have “sufficient supply,” alleviating market concerns about computing power bottlenecks and restoring sentiment in the CPO (Co-Packaged Optics) sector. Surge in Optical Module Demand: Google OCS All-Optical Switching … Read more
1. Semiconductor: Short-term Pressure Does Not Change Long-term Computing Power Wave, Focus on Hardware Leaders Logical Analysis Performance Expectation Divergence: Cambricon’s full-year revenue guidance is 5-7 billion, lower than the previous optimistic forecast of 7.5-8.5 billion by brokerages, raising market concerns about the short-term profitability of domestic AI chips. However, it is worth noting that … Read more
Source: Caixin NewsCopyright belongs to the original author. Please contact us promptly if there is any infringement.Today, the A-share market experienced fluctuations in the morning session, with the three major indices showing mixed results. The total transaction volume in the Shanghai and Shenzhen markets reached 1.19 trillion yuan, an increase of 130.7 billion compared to … Read more
1、The current high ground of global innovative drugs, I believe, isADC (Antibody-Drug Conjugate)）。 (1)In 2023, the global market size ofADC reached 10.4 billion USD, and it is expected to reach 64.7 billion USD by 2030, with a compound annual growth rate of about 30%, significantly higher than the overall growth rate of biopharmaceuticals. In comparison, … Read more