|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
15.09.26 - 09:24
|
China′s Biotech Stocks Emerging As Latest Ai Trade (ZeroHedge)
|
|
|
China's Biotech Stocks Emerging As Latest Ai Trade
By Charlie Zhu, Bloomberg Markets live reporter and strategist
China's biotech stocks are emerging as the latest AI trade, fueled by expectations the technology will accelerate drug development and boost returns.
The Hang Seng Biotech Index has risen nearly 22% this quarter, set to outperform the Hang Seng Tech gauge by the most on record in Bloomberg data going back to 2015, as investors bet artificial intelligence will reduce timelines and cost in pharmaceutical research and development. The prospect of AI-originated drugs generating licensing and royalty income in the longer run may give the rally staying power.
“AI-driven drug discovery (AIDD) is taking off in China and generating a lot of investor interest, owing to the speed and cost benefits that AI brings,” Citigroup Inc. analysts including John Yung wrote in a note this month. The sector's low penetration of the projected $313 billion global pharmaceutical R&D market impl...
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
15.09.26 - 09:06
|
China elevates HBM and HBF in five-year plan, opening a new front in AI memory (Digitimes)
|
|
|
China's Ministry of Industry and Information Technology (MIIT) and National Development and Reform Commission (NDRC) have jointly released the 15th Five-Year Plan for the Development of the Electronic Information Manufacturing Industry. For the first time, the plan identifies high-bandwidth flash memory and high-bandwidth memory as priority areas for next-generation memory research....
|
|
|
|
Börsentreff auf Facebook |
Börsentreff auf X |
Börsentreff auf Instagram
