Technical Setup:
Golden Cross + Value Area Breakout
Golden Cross Confirmed: The 50-day MA just crossed above the 200-day MA, a strong bullish signal. Last occurrence (2020-2021): KURE surged +120% before the Death Cross reversal.
Current structure: After a brutal 5-wave decline, we’ve:
-Bounced off Value Area Low (key support).
-Reclaimed the Point of Control (POC, fair price balance).
Next target: Value Area High (~120% upside from here).
Fundamentals ?
Why Chinese Biotech is the Next AI style growth driver? While AI dominates headlines, China’s biotech sector is quietly exploding. Government Backing from Beijing, they are pouring billions into biopharma independence, reducing reliance on Western drugs.
Innovation Surge: Companies like BeiGene, Innovent, and CanSino are advancing mRNA, CAR-T, and PD-1 inhibitors—China’s answer to Moderna & Regeneron.
Global Outsourcing Boom: WuXi AppTec & WuXi Biologics dominate global drug R&D outsourcing (60%+ revenue from US/EU).
Valuations are Cheap: After a 3-year bear market, many stocks trade at 2020 pre-bubble levels despite stronger pipelines.
Healthcare Demand: Aging population + rising middle class = exploding drug demand in China.
Risks to Watch: US-China Tensions - WuXi AppTec faces US scrutiny (BIO lobbying).
Liquidity Risk: KURE is a small ETF (~$50M AUM)—sharp moves possible.
If the Golden Cross holds and China’s biotech rally accelerates, KURE could retest 2021 highs (+100-120%). The sector is under owned, undervalued, and at an inflection point—just like AI was in early 2023. This could cause the next Deepseek moment.
Not financial advice.
Golden Cross + Value Area Breakout
Golden Cross Confirmed: The 50-day MA just crossed above the 200-day MA, a strong bullish signal. Last occurrence (2020-2021): KURE surged +120% before the Death Cross reversal.
Current structure: After a brutal 5-wave decline, we’ve:
-Bounced off Value Area Low (key support).
-Reclaimed the Point of Control (POC, fair price balance).
Next target: Value Area High (~120% upside from here).
Fundamentals ?
Why Chinese Biotech is the Next AI style growth driver? While AI dominates headlines, China’s biotech sector is quietly exploding. Government Backing from Beijing, they are pouring billions into biopharma independence, reducing reliance on Western drugs.
Innovation Surge: Companies like BeiGene, Innovent, and CanSino are advancing mRNA, CAR-T, and PD-1 inhibitors—China’s answer to Moderna & Regeneron.
Global Outsourcing Boom: WuXi AppTec & WuXi Biologics dominate global drug R&D outsourcing (60%+ revenue from US/EU).
Valuations are Cheap: After a 3-year bear market, many stocks trade at 2020 pre-bubble levels despite stronger pipelines.
Healthcare Demand: Aging population + rising middle class = exploding drug demand in China.
Risks to Watch: US-China Tensions - WuXi AppTec faces US scrutiny (BIO lobbying).
Liquidity Risk: KURE is a small ETF (~$50M AUM)—sharp moves possible.
If the Golden Cross holds and China’s biotech rally accelerates, KURE could retest 2021 highs (+100-120%). The sector is under owned, undervalued, and at an inflection point—just like AI was in early 2023. This could cause the next Deepseek moment.
Not financial advice.
Declinazione di responsabilità
Le informazioni ed i contenuti pubblicati non costituiscono in alcun modo una sollecitazione ad investire o ad operare nei mercati finanziari. Non sono inoltre fornite o supportate da TradingView. Maggiori dettagli nelle Condizioni d'uso.
Declinazione di responsabilità
Le informazioni ed i contenuti pubblicati non costituiscono in alcun modo una sollecitazione ad investire o ad operare nei mercati finanziari. Non sono inoltre fornite o supportate da TradingView. Maggiori dettagli nelle Condizioni d'uso.