| 代码 | 名称 | | 涨跌幅 √ | 年初至今涨跌 | 总市值 | | --- | --- | --- | --- | --- | --- | | 01024 | 快手-W | C | 6.56% | 66.79% | 2948.57 Z | | 099999 | 网易-S | | 6.26% | 61.57% | 6882.87 Z | | 09988 | 阿里巴巴-W | | 5.42% | 93.41% | 2.97万亿 | | 02359 | 药明康德 | | 4.14% | 93.30% | 3153.83 乙 | | 09888 | 百度集团-SW | | 4.10% | 35.07% | 3071.94 Z | | 03692 | 翰森制药 | | 4.03% | 134.85% | 2405.11亿 | | 00881 | 中升控股 | | 3.58% | -12.81% | 274.1 亿 | | 00688 | 中国海外发展 | | 3.37% | 19.16% | 1545.42 Z | | 00960 | 龙湖集团 | | 3.54% | 6.20% | 721.77亿 | | ...

Market Performance - The Hong Kong stock market experienced significant declines, with the Hang Seng Index dropping by 2.38%, the Hang Seng China Enterprises Index falling by 2.45%, and the Hang Seng Tech Index decreasing by 3.21%. This week marked a cumulative decline of 7.18%, resulting in four consecutive weeks of losses [1][3]. - The market turnover increased to 285.70 billion HKD, up from 245.14 billion HKD in the previous trading day [1]. Sector Performance - The technology and semiconductor sectors faced the largest declines, with JD Health falling over 8%, SMIC and Hua Hong Semiconductor dropping more than 6%, and Tencent Music and Baidu Group decreasing over 5%. Other notable declines included NIO, Alibaba, and Alibaba Health, which fell over 4%, while NetEase and BYD Electronics dropped over 3% [3]. - In contrast, Xiaomi Group saw an increase of over 1%, and Kingsoft experienced a slight rise [3]. Global Market Trends - Major European stock indices opened lower, with the Euro Stoxx 50 Index down by 1.57%, the UK FTSE 100 Index down by 1.04%, the French CAC 40 Index down by 1.29%, the German DAX 30 Index down by 1.48%, and the Italian FTSE MIB Index down by 1.48% [3]. Cryptocurrency Market - The cryptocurrency market faced a sharp decline, with Bitcoin dropping over 9% to below 82,000 USD per coin, Ethereum falling nearly 11%, BNB decreasing over 8%, and Solana dropping over 12%. The total market capitalization of cryptocurrencies fell below 3 trillion USD, with Bitcoin prices dropping below the average purchase price of the US Bitcoin ETF [3].

Market Overview - The Hong Kong stock market experienced a significant decline, with the Hang Seng Index dropping by 2.38%, the Hang Seng China Enterprises Index falling by 2.45%, and the Hang Seng Tech Index decreasing by 3.21% [1][2]. Sector Performance - The pharmaceutical sector faced the largest declines, with notable drops in internet healthcare, AI healthcare, biopharmaceuticals, pharmaceutical outsourcing, and innovative drug concepts. Key stocks included: - 3SBio (01530.HK) down 9.44% - WuXi Biologics (01873.HK) down 6.09% - Kingsoft Cloud (01548.HK) down 6.05% - Innovent Biologics (02696.HK) down 5.62% - CanSino Biologics (09926.HK) down 5.39% - JD Health (06618.HK) down 8.6% - Ping An Good Doctor (01833.HK) down 4.28% - Alibaba Health (00241.HK) down 4.46% - Crystal International (02228.HK) down 4.82% - MicroPort Scientific (02252.HK) down 3.55% [3]. Impact of Economic Data - The recent U.S. non-farm payroll data exceeded expectations, leading to a decrease in the likelihood of a Federal Reserve rate cut in December. This has implications for the valuation and financing of innovative drugs, as the cooling expectations for rate cuts may impact investment sentiment [3]. Commodity and Energy Sector - The weakening expectations for a December rate cut have also affected the U.S. dollar index, which surpassed the 100-point mark, putting pressure on the commodities sector. Key declines included: - Ganfeng Lithium (01772.HK) down 12.47% - Tianqi Lithium (09696.HK) down 11.93% - Jinchuan Group (06680.HK) down 6.63% - Lingbao Gold (03330.HK) down 5.47% - China Aluminum (02600.HK) down 4.85% - Chalco International (02068.HK) down 4.74% [4]. Renewable Energy Sector - The power equipment, photovoltaic, and wind power sectors also performed poorly, with significant declines in: - Northeast Electric (00042.HK) down 7.02% - Xinyi Solar (00968.HK) down 7.51% - GCL-Poly Energy (03800.HK) down 5.83% - Yihua Energy (02402.HK) down 6.27% - Flat Glass Group (06865.HK) down 6.02% [4]. Semiconductor Sector - The semiconductor sector saw notable declines, with: - SMIC (00981.HK) down 6.39% - Hua Hong Semiconductor (01347.HK) down 6.09% - Shanghai Fudan (01385.HK) down 3.78% - Beike Micro (02149.HK) down 5.2% [5]. Technology Sector - Other technology-related sectors, including cloud computing and AI, also faced downward pressure, with significant drops in: - Tencent Music (01698.HK) down 5.98% - Baidu (09888.HK) down 5.79% - Alibaba Group (09988.HK) down 4.65% - NetEase (09999.HK) down 3.76% [5].

转自：新华财经 近期，淘宝闪购持续更新服务、升级用户体验。此次"居家闪检"的推出，是淘宝闪购与阿里健康在本地 化医疗健康服务领域的一次深度协同。据该项目负责人表示，未来双方将以"居家闪检"项目为起点，将 更多专业级的医疗服务资源引入即时零售场景，加速推动"本地化服务+互联网医疗"的资源融合，探索 实现"检—医—药"一体化服务闭环，为居民朋友提供更加便捷、高效的本地化健康服务。 新华财经北京11月19日电（记者沈寅飞）记者从阿里健康获悉，近日，淘宝闪购联合阿里健康官宣上线 了"居家闪检"新服务，推出"呼吸道病毒细菌12联检"项目，用户足不出户就能完成专业级检测，平均3 小时出报告，为其科学用药提供依据，有效缓解流感季就医压力。 据介绍，目前，"居家闪检"服务已率先北京、上海、广州、杭州四城开启试运营。用户在淘宝App搜 索"居家闪检"进入服务页面预约后，将由经过专业培训的骑手上门送达采样包，协助完成咽拭子样本采 集，并将样本送至国家认证的实验室进行检测，平均3小时内，用户便可在线查看检测报告。 此次推出的"呼吸道病毒细菌12联检"一次性覆盖甲型流感病毒、乙型流感病毒、肺炎支原体、新型冠状 病毒、人鼻病毒、腺病毒 ...

Core Viewpoint - The collaboration between Shengxiang Bio and Alibaba Health aims to provide a home-based rapid testing service for respiratory diseases, addressing the rising flu activity in China and alleviating the pressure on healthcare facilities during the flu season [1][2]. Group 1: Company Collaboration - Shengxiang Bio has become the exclusive supplier for Alibaba Health's home-based rapid testing service, launching the "12-pathogen respiratory virus and bacteria test" project [1]. - The service allows users to receive professional-level testing results within an average of 3 hours without leaving their homes, thus providing a scientific basis for medication and reducing the burden on healthcare systems [1][2]. Group 2: Service Implementation - The home-based rapid testing service is initially available in four cities: Beijing, Shanghai, Guangzhou, and Hangzhou, with 17 service points established [2]. - Users can book the service through the Taobao app, where trained couriers will deliver sampling kits and assist in sample collection, which is then sent to certified laboratories for testing [2]. Group 3: Industry Trends - The home testing industry is experiencing rapid growth, with projections indicating that the market size for home self-testing in China will increase from 120 billion yuan to 280 billion yuan between 2025 and 2030, reflecting a compound annual growth rate of 18.5% [3]. - The partnership is seen as a significant step towards standardizing home rapid testing services and expanding the range of infectious disease testing applications in the future [3].

Core Insights - Alibaba Health and Bayer are deepening their collaboration in the field of women's health through digital innovation [1][2] - The partnership aims to explore the potential of women's health management, AI-assisted consultations, and patient education [1] - Both companies recognize the importance of digital platforms in enhancing accessibility and experience for female patients [1][2] Group 1: Collaboration Details - Bayer's Vice President and General Manager of Women's Health in China, Yuan Junjie, emphasized the growing societal attention on women's health in China [2] - The collaboration is seen as a significant step in creating a comprehensive health service system that integrates medicine, pharmaceuticals, insurance, and wellness [2] - The exchange marks a new phase in the partnership, focusing on technology-enabled healthcare solutions [2] Group 2: Technological Integration - Alibaba Health showcased its achievements in women's health and its overall layout in the internet medical ecosystem, including online consultations and chronic disease management [1] - Bayer's team acknowledged Alibaba Health's technological capabilities in smart triage, symptom self-screening, and personalized health consultations [1] - Both parties expressed a willingness to jointly explore AI-assisted health management scenarios for specific gynecological diseases [1]

整理 | GLP1减重宝典内容团队 2025年"双十一"期间，消费结构出现明显变化：医药健康类产品取代电子产品成为最受关注的板块，其中减肥药品的销售额飙升，整体 增幅达到5.7倍，远超iPhone 17大约150%的增速。以替尔泊肽、司美格鲁肽为代表的GLP-1受体激动剂减肥处方药，在"百亿补贴""疗效 兜底"等电商玩法推动下，被包装成全民追捧的"瘦身神器"。这场看似火热的消费浪潮背后，是处方药违规促销、处方审核形同虚设、用 药安全风险急剧上升等一系列问题，已经多次踩中监管红线，把医药电商的合规性和医疗安全推到台前。 ▍ 双11处方药促销热潮，减肥处方药变身平台"增长发动机" ▍ 处方药全面套用电商促销模板 在营销方式上，京东、阿里健康、美团等平台几乎照搬普通消费品的促销逻辑：一端是"百亿补贴""跨店满减""限时秒杀"，另一端是"下 单抽免单""叠加券后立减"等组合玩法。部分页面显示，替尔泊肽在叠加平台补贴、店铺优惠和支付减免后，终端成交价较不少省级挂网 价低出四成以上，远远跌破线下医疗机构和零售药店的价格带。 更具争议的是，"买药送针头""参与计划不瘦可获赔付"等活动，将高度依赖专业判断的用药行为，转化为带 ...

格隆汇11月14日丨阿里健康(00241.HK)公布，董事会将于2025年11月26日(星期三)举行董事会会议，旨 在考虑及通过(其中包括)公司及其附属公司截至2025年9月30日止六个月的未经审核中期业绩，以及考 虑建议派付中期股息(如有)。 ...

（股份代號：00241） 香港交易及結算所有限公司及香港聯合交易所有限公司對本公告的內容概不負責， 對其準確性或完整性亦不發表任何聲明，並明確表示，概不對因本公告全部或任何 部分內容而產生或因倚賴該等內容而引致的任何損失承擔任何責任。 ALIBABA HEALTH INFORMATION TECHNOLOGY LIMITED 阿里健康信息技術有限公司 （於百慕達註冊成立之有限公司） 沈滌凡 香港，2025年11月14日 於本公告日期，董事會成員包括：執行董事沈滌凡先生及屠燕武先生；非執行董事 朱順炎先生、黃佼佼女士及徐海鵬先生；及獨立非執行董事黃一緋女士、邵蓉博士 及吳亦泓女士。 董事會召開日期 阿里健康信息技術有限公司（「本公司」）董事（「董事」）會（「董事會」）謹此公佈，董事 會將於2025年11月26日（星期三）舉行董事會會議，旨在考慮及通過（其中包括）本公 司及其附屬公司截至2025年9月30日止六個月之未經審核中期業績，以及考慮建議 派付中期股息（如有）。 承董事會命 阿里健康信息技術有限公司 首席執行官兼執行董事 ...

Group 1 - Public funds have significantly increased their allocation to Hong Kong stocks, with the investment market value reaching 1.362211 trillion yuan by the end of Q3 2025, a 43.09% increase from 951.985 billion yuan at the end of Q2 2025 [1] - The market value of equity and index funds in Hong Kong stocks reached 1.231653 trillion yuan and 701.284 billion yuan, reflecting increases of 45.02% and 73.07% respectively [1] - The surge in public fund holdings in Hong Kong stocks indicates a structural transformation in asset allocation, driven by the attractiveness of technology and value stocks [1] Group 2 - The influx of funds into Hong Kong ETFs is attributed to three main reasons: valuation advantages compared to A-shares, the convenience and low cost of ETF trading, and risk diversification benefits [2] - The top Hong Kong stocks that public funds increased their holdings in include SenseTime-W, Alibaba Health, China Biologic Products, and others, primarily in the information technology and healthcare sectors [2] - A total of 38 cross-border ETFs attracted a net inflow of 49.561 billion yuan in Q3, with a year-to-date net inflow of 72.642 billion yuan as of November 12 [2]