恒指报收27027.16点，涨1.76%，恒生科技指数报收5417.6点，涨1.34%，泡泡玛特、紫金矿业涨逾5%， 中芯国际、中国平安涨逾4%，中国人寿、华虹半导体、百度集团涨逾3%。（AI生成） 恒指报收27027.16点，涨1.76%，恒生科技指数报收5417.6点，涨1.34%，泡泡玛特、紫金矿业涨逾5%， 中芯国际、中国平安涨逾4%，中国人寿、华虹半导体、百度集团涨逾3%。（AI生成） ...

Core Insights - The collaboration between Innovent Biologics and Eli Lilly is valued at over $8.8 billion, marking a significant milestone in the pharmaceutical industry [1][2] - Innovent will receive an upfront payment of $350 million and has the potential to earn up to approximately $8.5 billion in milestone payments related to research, regulatory, and commercialization achievements [1][2] - This partnership represents a shift from traditional licensing agreements to a more integrated model involving deep collaboration on technology platforms and research systems [1][2] Group 1 - Innovent will lead the research and development from drug discovery to clinical concept validation in China, while Eli Lilly will have exclusive global development and commercialization rights outside Greater China [3][4] - The collaboration aims to combine Innovent's efficient drug discovery capabilities with Eli Lilly's extensive global reach, creating a synergistic innovation ecosystem [3][4] - The specific number of projects involved in this collaboration has not been disclosed, but it is indicated to be fewer than similar recent partnerships [3][4] Group 2 - Previous collaborations between Chinese pharmaceutical companies and multinational firms have involved a larger number of projects, such as the partnership between CSPC and AstraZeneca, which included eight projects [4] - Innovent's CEO noted that the success of such technology platform collaborations depends on the uniqueness and validation of the platform technology, as well as the contributions to intellectual property from both parties [4] - This marks the seventh collaboration between Innovent and Eli Lilly, indicating a strong existing relationship and mutual understanding [4][5] Group 3 - The trend of multinational companies shifting early-stage research work to China reflects their recognition of the research efficiency and capabilities of Chinese pharmaceutical firms [5] - Innovent achieved product revenues of 11.9 billion yuan in 2025, marking its first time surpassing 10 billion yuan, with a target of reaching 20 billion yuan by 2027 [5]

日经ETF工银涨3.48%，日经225ETF涨3.36%，日经ETF涨3.23%，日经225ETF易方达涨3.12%。 (本文来自第一财经) 日经ETF工银涨3.48%，日经225ETF涨3.36%，日经ETF涨3.23%，日经225ETF易方达涨3.12%。 (本文来自第一财经) ...

澜起科技涨超50%，兆易创新涨超11%，上海复旦涨超10%，天域半导体、中芯国际均涨超5%。 (本文来自第一财经) 澜起科技涨超50%，兆易创新涨超11%，上海复旦涨超10%，天域半导体、中芯国际均涨超5%。 (本文来自第一财经) ...

近日，一起假"惠民保"诈骗案开庭审理。一个名为"屹腾惠民保障服务"的项目通过编织"国家医保局授 权"、"政府报备"的虚假背景、承诺"无免赔门槛、可带病投保"的超常待遇，在全国30个省份吸引7万多 投保人，非法经营7100余万元。触目惊心的背后是监管漏洞与消费者信息不对称。经查，涉事公司根本 没有保险业务资质，却能大肆非法经营，监管滞后性与监管盲区暴露无遗。虚构政府背景为何没能露出 马脚？是疏于监管，还是不敢监管？另一方面，信息不对称是关键。多数普通投保人对保险法相关规 定、保险产品设计原理都欠缺专业知识，面对"可带病投保、不限既往症"的诱惑，缺乏考证意识。惠民 保的初衷是通过普惠型商业补充医疗保险，缓解居民医疗费用负担。事关民众的保命钱，监管部门必须 填补监管漏洞，完善风险预警机制，提高违法成本。消费者也要提升风险意识，守护好"钱袋子"。 近日，一起假"惠民保"诈骗案开庭审理。一个名为"屹腾惠民保障服务"的项目通过编织"国家医保局授 权"、"政府报备"的虚假背景、承诺"无免赔门槛、可带病投保"的超常待遇，在全国30个省份吸引7万多 投保人，非法经营7100余万元。触目惊心的背后是监管漏洞与消费者信息不对称。经 ...

今天，日本众议院选举结果落地，日经225指数一度大涨5.1%至56999.60点；摩根大通则将2026年底日 经225指数目标从60000点上调至61000点。在股市狂欢的同时，汇市却进一步走低。瑞穗证券预测，高 市早苗的胜选将推动美元兑日元汇率从155-160区间上移至160-165区间。日本股涨汇跌的背离格局进一 步凸显。这一现象并非偶然，而是政策导向、盈利逻辑与宏观风险博弈的集中体现。与日本相同的是韩 国，同样股涨汇跌。日韩作为外向型经济体，股汇背离有着共性逻辑：美联储高利率与两国宽松货币政 策（日本 0.75% 韩国2.5%）形成持续利差，海外资本大规模套息交易盛行压制本币，而汇率贬值又增 厚了跨国企业汇兑收益，支撑股市走强。还有一个背离则是经济"冷"与股市"热"的核心背离。韩国去年 四季度GDP意外萎缩；日本去年三季度经济也一度意外萎缩，从安倍政府时期开始推行的超常规货币政 策（实际负利率）引发通胀上行，但却未能激活经济动能，且付出财政赤字扩大、深陷流动性陷阱等代 价。因此，相比股市的上涨，如何确保经济增长才是各国头疼的问题。 今天，日本众议院选举结果落地，日经225指数一度大涨5.1%至56999 ...

日经ETF工银涨3.48%，日经225ETF涨3.36%，日经ETF涨3.23%，日经225ETF易方达涨3.12%。 日经ETF工银涨3.48%，日经225ETF涨3.36%，日经ETF涨3.23%，日经225ETF易方达涨3.12%。 ...

标普500指数期货现跌0.02%，纳斯达克100指数期货跌0.05%，道琼斯指数期货涨0.1%。 标普500指数期货现跌0.02%，纳斯达克100指数期货跌0.05%，道琼斯指数期货涨0.1%。 (本文来自第一财经) (本文来自第一财经) ...

Summary of Key Points Core Viewpoint - On February 9, a total of 35 stocks were involved with institutional investors, with 17 stocks showing net buying and 18 stocks showing net selling [1]. Group 1: Institutional Net Buying - The top three stocks with the highest net buying by institutions were: - Jushi Holdings (巨力索具) with a net buying amount of 154 million yuan, despite a price drop of 1.96% [2]. - Hunan Silver (湖南白银) with a net buying amount of 118 million yuan, showing a price increase of 9.97% [2]. - Feiwo Technology (飞沃科技) with a net buying amount of 71.6 million yuan, experiencing a price increase of 20% [2]. Group 2: Institutional Net Selling - The top three stocks with the highest net selling by institutions were: - Tongyuan Petroleum (通源石油) with a net selling amount of 168 million yuan, with a price decrease of 3.80% [3]. - Tuori New Energy (拓日新能) with a net selling amount of 155 million yuan, showing a price increase of 9.94% [3]. - Zhongwen Online (中文在线) with a net selling amount of 95.7 million yuan, experiencing a price increase of 20% [3].

以下是第一财经对一些重要公告的汇总，供投资者参考。 【品大事】 金徽股份：拟2.1亿元收购福圣矿业100%股权 金徽股份公告，公司以现金方式收购徽县福圣矿业开发有限公司（简称"福圣矿业"）100%股权，收购对价为2.1亿元，交易完成后，福圣矿业将成为公司全 资子公司，纳入公司合并报表范围。 三博脑科：公司实控人之一张阳解除责令候查 三博脑科公告，公司于2026年2月8日收到内蒙古自治区监察委员会签发的《解除责令候查通知书》，相关部门已解除对公司控股股东、实际控制人之一暨董 事长张阳的责令候查措施。目前，公司正常经营，张阳正常履职。 中闽能源：拟收购闽投抽水蓄能51%股权 中闽能源公告，公司拟以现金方式收购控股股东福建省投资开发集团有限责任公司持有的福建永泰闽投抽水蓄能有限公司（简称"闽投抽水蓄能"）51%股 权，本次交易价格以资产评估报告的评估结果为定价依据，交易对价为8.64亿元。 源杰科技：拟投资12.51亿元建设光电通讯半导体芯片和器件研发生产基地二期项目 源杰科技公告，公司拟投资建设光电通讯半导体芯片和器件研发生产基地二期项目，投资总额约为12.51亿元（以实际投入为准）。 中国宝安：未成为杉杉集团及 ...