9月2 3日， 加拿大温哥华，生成式人工智能药物发现公司Va r i a ti ona l AI宣布与默沙东达成合 作，应用Va r i a ti ona l人工智能的Enki™平台，针对两个未公开的靶点设计和优化新型小分子 候选物。 默沙东 研究实验室副总裁兼发现化学主管Robe r t M.Garba c c i o博士表示： "在 默沙东 ，我们正在努力利用人工智能的潜力，在发现连续体的早期提高候选管线的效率、速度和 质量。我们期待与Va ri a ti o n a l AI合作，将他们的Enki™平台应用于具有挑战性的治疗靶 点。" Va ri a ti ona l AI的En k i™平台基于基于Va ri a ti ona l人工智能内部数据训练的基础模型、所 有公开数据的精选版本，以及基于合作伙伴目标产品配置文件创建和优化小分子线索的专 有生成模型。 根据协议，Va ri a ti o n a l AI将使用其Enki™平台的微调版本，该平台基于默沙东的专有数 据进行训练，以针对 默沙东 指定的治疗靶点生成和优化小分子候选物。 默沙东 将拥有 开发和商业化合作化合物的专有权。Va ri a ti ...

Core Insights - Northbound capital recorded a net purchase of HKD 358.76 billion, setting a new historical single-day net purchase record [1] - The most net purchased stocks included the Tracker Fund of Hong Kong (02800), Hang Seng China Enterprises (02828), and Southern Hang Seng Technology (03033) [1][3] Northbound Capital Activity - Northbound capital's net purchases were HKD 197.12 billion from the Shanghai Stock Connect and HKD 161.65 billion from the Shenzhen Stock Connect [1] - The Tracker Fund of Hong Kong received a net purchase of HKD 127.88 billion, Hang Seng China Enterprises received HKD 53.56 billion, and Southern Hang Seng Technology received HKD 21.76 billion [3] Technology Sector Investments - Major tech stocks such as Alibaba (09988), Tencent (00700), and Meituan (03690) saw net purchases of HKD 14.54 billion, HKD 14.06 billion, and HKD 12.46 billion respectively [3] - The market anticipates stable growth in revenue for core components of the Hang Seng Technology Index, while profit margins may face short-term pressure due to increased competition in the food delivery sector [3] Semiconductor Sector Insights - Semiconductor companies like SMIC (00981) and Hua Hong Semiconductor (01347) received net purchases of HKD 3.92 billion and HKD 28.43 million respectively [4] - The demand for BCD Analog is expected to grow, and the utilization rate of wafer foundries is anticipated to improve in the second quarter and second half of the year [4] Robotics and AI Developments - Liken Technology (00558) received a net purchase of HKD 1.08 billion, focusing on a strategic partnership for magnesium alloy humanoid robot development [5] - The project aims to innovate in material, structure, and process to achieve breakthroughs in robot weight and manufacturing efficiency [5] ETF Performance - The Food and Beverage ETF (515170) saw a recent increase of 1.40% with a PE ratio of 19.95 [8] - The Gaming ETF (159869) increased by 0.94% with a PE ratio of 45.67 [9] - The Cloud Computing 50 ETF (516630) increased by 7.36% but has a high PE ratio of 119.39 [9]