晶泰科技近日与微软中国宣布签署一项战略合作备忘录，旨在利用人工智能（AI）、大模型、机器人实验室等前沿技术开展合作，并积极探索这些技术在生物医药与材料科学领域的革新性应用，开创科研、教育及创新应用的新篇章。Editor's Note:This Week's Bullish Stocks in Hong Kong and the USThis section closely follows market trends every week, reviews the weekly performance of the Hong Kong and US stock markets, and helps mooers sort out the hot sectors, strong individual stocks, and major news of the week, looking for investment themes with profit potential.
This week, the three major indices of the Hong Kong stock market collectively adjusted. As of Friday's close, $Hang Seng Index (800000.HK)$ it fell a total of 1.25% during the week, closing at 19720.7 points; during the same period, $Hang Seng TECH Index (800700.HK)$ it fell a total of 0.79%, closing at 4444.19 points; $Hang Seng China Enterprises Index (800100.HK)$ A cumulative decline of 0.59% during the same period, closing at 7143.88 points.
Biotechnology stocks continued to be strong this week! In terms of specific stocks, $XTALPI-P (02228.HK)$cumulative increase of over 40%, $TYK MEDICINES-B (02410.HK)$ cumulative increase of over 23%, $ASCENTAGE-B (06855.HK)$ Accumulated an increase of nearly 11%.
JingTai Technology recently announced the signing of a strategic cooperation memorandum with Microsoft China, aiming to leverage cutting-edge technologies such as AI, large models, and robotics laboratories for collaboration, and to actively explore the innovative applications of these technologies in the fields of Biomedical and material science, creating a new chapter in research, Education, and innovative applications.
Zhongtai Securities stated that the current Medical Sector is influenced by market sentiment and medical policy emotions, with the domestic demand sector performing prominently. Although the reduction in ten batches of centralized procurement is significant, the impact on most listed pharmaceutical companies is limited. The medical insurance fund is freeing up cost space, creating favorable conditions for payment of Innovative Drugs. The National Medical Security Work Conference was held, indicating that commercial insurance is expected to become an important incremental funding source for the pharmaceutical industry by 2025, which is also an important incremental logic for the Medical Sector. It is recommended to continue to pay attention to the progress and implementation of commercial insurance. At this current point, there is a Bullish outlook for opportunities in the Medical Sector in 2025, with a suggestion to increase investment in the sectors where the bottom fundamentals are expected to improve.
Seizing opportunities in AI large models, there are reports of cooperation with ByteDance.$ZTE (00763.HK)$ This week has accumulated an increase of over 14%.
In terms of news, the large model under ByteDance, Doubao, is planned to be integrated into mobile products and may have some connections with ZTE.
Northeast Securities Research Reports point out that ZTE is an internationally leading Communications Equipment manufacturer, optimistic about the company's competitive advantage and sustainable growth in the field of computing power + connectivity. Maintain a 'Buy' rating. The company is seizing new opportunities brought by AI large models and has launched a full-stack and full-domain intelligent computing solution covering computing power, networks, capabilities, large models, and applications. Shanghai Securities previously pointed out that the high demand for computing power continues, ZTE has stable customer resources, has been deeply engaged in the chip industry for many years, and is expected to seize opportunities in the computing power industry, achieving a new round of growth.
$SUPER HI (09658.HK)$ This week, the cumulative increase exceeded 13%, and it has skyrocketed nearly 77% since the earnings report. Institutions believe that the peak season can be expected to continue the high table turnover performance.
As the flag bearer of the HAIDILAO brand in the international market, SUPER HI's performance in overseas markets is reflected in the Earnings Reports. In the third quarter, SUPER HI achieved revenue of $0.198 billion, a year-on-year increase of 14.6%, with a Net income of $37.7 million. Regarding this turnaround from loss to profit, SUPER HI explained that it was mainly due to continuous Business expansion driving revenue growth and efforts to enhance customer flow and table turnover rate, leading to improved company Operation efficiency, especially the net exchange gain increased by $34.6 million compared to the same period in 2023.
In this regard, some Institutions pointed out that the company has well-balanced the speed of opening new stores and the quality of single stores this year. Since the new CEO took office, the company has continuously refined global store management and supply chain levels, and product strength has been continuously enhanced, with high table turnover performance expected to continue in the fourth quarter peak season. The company is actively implementing a multi-brand program, cultivating new single-store models such as noodle shops and halal hot pot, with considerable medium- and long-term growth potential.
On the other hand, the following stocks performed weakly this week:
Editor/rice
