Core Viewpoint - The article highlights a significant surge in Chinese assets, driven by increased foreign investment interest and positive market conditions, particularly in the context of U.S. monetary policy changes [2][4][14]. Group 1: Market Performance - The Nasdaq Golden Dragon China Index rose nearly 3%, closing up 2.89%, while the three-times leveraged FTSE China ETF surged over 7% [2][3]. - Popular Chinese stocks saw substantial gains, with Alibaba up 8% and several others like WanGuo Data and Century Internet rising over 14% [3]. - A-shares also performed well, with the Shanghai Composite Index increasing by 1.65% and the ChiNext Index rising over 5% [4]. Group 2: Foreign Investment Trends - Foreign investors net bought a total of $39 billion in Chinese bonds and stocks in August, marking a significant increase in investment [2][12]. - Morgan Stanley reported that over 90% of U.S. investors expressed a willingness to increase their exposure to Chinese markets, the highest level since early 2021 [8][9]. - Global hedge funds reached a two-year high in their net positions in Chinese stocks, indicating a strong interest in the market [13]. Group 3: Factors Driving Investment - Multiple factors are driving the increased interest in Chinese assets, including China's leadership in sectors like humanoid robotics and biotechnology [9][10]. - Improved liquidity in the Chinese market is expected to extend the duration of the current market rally [10]. - There is a growing need for diversification among investors, as many portfolios are overly concentrated in the U.S. market [11].

格隆汇9月12日丨根据联交所最新权益披露资料显示，2025年9月9日，百济神州(06160.HK)获The Capital Group Companies, Inc.在场内以每股均价348.12港元 增持88.26万股，涉资约3.07亿港元。 | 股份代號: | 06160 | | --- | --- | | 上市法國名稱: | 百濟神州有限公司 | | 日期 (日 / 月 / 年): | 12/08/2025 - 12/09/2025 | | 表格序號 | 大股東/董事/最高行政人員名 作出披露的 買入 / 賣出或涉及的 每股的平均價 | | | | 持有權益的股份數目 佔已發行的 有關事件的日期 * | | --- | --- | --- | --- | --- | --- | | | 股份數目 | | | 出を探して欲し | 有投票權股(日/月/年) 權 | | | | | | | 份自分比 | | CS20250911E00003 | The Capital Group | 1001(L) | 882.648(L) | HKD 348.1200 77.379.268(L) | 5.02(L)09/09 ...

来源：滚动播报 牛津工业涨17.0%，Q2业绩超预期。Adobe涨1.1%，推出首个AI智能体套件。联合包裹跌1.8%，美银下 调了该股评级。百济神州涨3.2%，高盛称"美国拟加强审查中国创新药"影响有限。网易涨1.5%，昨日 盘中股价创历史新高，《命运》手游连续多日霸榜美国iOS手游下载榜榜首。 ...

香港联交所最新资料显示，9月9日，美国资本集团增持百济神州(06160)88.2648万股，每股作价348.12 港元，总金额约为3.07亿港元。增持后最新持股数目约为7737.93万股，最新持股比例为5.02%。 ...

Group 1 - The core point of the article is that American Capital Group has increased its stake in BeiGene, acquiring 882,648 shares at a price of HKD 348.12 per share, totaling approximately HKD 307 million [1] - After the acquisition, American Capital Group's total shareholding in BeiGene is approximately 77,379,300 shares, representing a holding percentage of 5.02% [1]

格隆汇9月11日｜南下资金今日净买入港股189.89亿港元。其中： | | 沪股通 | | | | | --- | --- | --- | --- | --- | | 名称 | 涨跌幅 | 净买入额(亿) | 成交额 | 名称 | | 阿里巴巴-W | 0.4% | 29.46 | 80.75 Z | 阿里巴巴-W | | 美团-W | -5.1% | -9.36 | 61.84 ( | 中芯国际 | | 中芯国际 | 5.0% | 4.17 | 49.10亿 | 信达生物 | | 康方生物 | -4.3% | -7.55 | 27.97 L | 康方生物 | | 腾讯控股 | -0.6% | -9.23 | 26.33 Z | 美团-W | | 药明生物 | 4.3% | 3.39 | 21.01亿 | 石药集团 | | 小米集团-W | -0.6% | 0.44 | 19.98 Z | 腾讯控股 | | 信达生物 | -2.5% | 1.10 | 19.04亿 | 百济神州 | | 长飞光纤光缆 | 11.8% | -0.57 | 18.94 Z | 三生制药 | | 泡泡玛特 | -0.7% | 4.8 ...

百济神州美股盘前拉升超3%，高盛称美国创新药审查影响有限。 ...

格隆汇9月11日｜百济神州(ONC.US)盘前涨超3%，报324.4美元；该股昨日收跌超10%。高盛发表报告 表示，纽约时报称，美国总统特朗普的政府正讨论限制中国药品，并草拟一份行政命令(EO)，旨在通过 多项措施限制中国原创新药进入美国市场。这一消息就潜在短期股价风险而言，预计对百济神州、传奇 生物等已具备全球布局的企业影响有限，因这类公司已在美国等市场建立稳固根基，市场对其新增交易 预期较低。 ...

Group 1 - The majority of Chinese concept stocks in the US market saw an increase in pre-market trading on September 11, with notable gains for companies such as BeiGene, NIO, and Alibaba [1] - BeiGene experienced a rise of 3%, while NIO and Alibaba both increased by 2% [1] - Other companies like XPeng Motors and Trip.com rose by 1%, Pinduoduo increased by 0.6%, and JD.com saw a slight increase of 0.2% [1] Group 2 - Li Auto was the only company among the mentioned stocks that experienced a decline, with a drop of 0.8% [1]

记者9月11日从百济神州获悉，该公司在世界肺癌大会期间，公布了其研发的创新药——替雷利珠单抗 （百泽安）两项非小细胞肺癌（NSCLC）关键临床研究的总生存期获益数据。其用于非小细胞肺癌患 者围手术期（围绕手术全过程）的治疗，4年总生存期率突破72.3%；用于二/三线治疗晚期非小细胞肺 癌患者的治疗，5年总生存期率达到20.1%。 转自：北京日报客户端 替雷利珠单抗研究的最终分析显示，对于可切除的NSCLC患者，替雷利珠单抗新辅助联合化疗序贯辅 助治疗方案，可以显著降低死亡风险35%，并展现出具有统计学显著性和临床意义的获益，其中高达 72.3%的患者总生存期超过4年。同时，整体安全性和耐受性良好。 上述研究的主要研究者、天津医科大学肿瘤医院王长利教授表示，总生存期获益被誉为评价抗肿瘤药物 疗效的"金标准"，此次研究填补了替雷利珠单抗用于NSCLC围手术期治疗的生存数据空白。对于早中 期NSCLC患者而言，手术是主要的治疗方法之一，但仍存在术后复发、远处转移的风险，长期生存结 局不尽如人意，亟待提高。随着医学研究的深入，目前以替雷利珠单抗为代表的PD-1免疫治疗方案已 经从晚期治疗逐渐过渡到可手术患者的围手术期 ...