AI pharma, solid-state batteries, and military trade—these are the sectors to watch.
AI pharma is a branch of innovative drugs. The underlying logic is overseas BD deals + a sharp improvement in financial results, making this a fundamentals-driven rally.
The underlying logic for solid-state batteries is expected mass production next year, the 15th Five-Year Plan, and a policy document issued by seven government departments.
Military trade is mainly about the December airshow. We expect to sign many military trade orders.
Q1 financial results next year should be very nice.
Other sectors currently lack fundamental support or sustainable catalysts for speculation~
Source: @Cycle_King1913 on X
AI pharma is a branch of innovative drugs. The underlying logic is overseas BD deals + a sharp improvement in financial results, making this a fundamentals-driven rally.
The underlying logic for solid-state batteries is expected mass production next year, the 15th Five-Year Plan, and a policy document issued by seven government departments.
Military trade is mainly about the December airshow. We expect to sign many military trade orders.
Q1 financial results next year should be very nice.
Other sectors currently lack fundamental support or sustainable catalysts for speculation~
Source: @Cycle_King1913 on X