1 0月1 0日， 华尔街日报报道称强生公司（NYSE：JNJ）正在与合作伙伴 Pro t a g onist The r apeuti c s（NASDAQ：PTGX）进行收购谈判，随后 Pro t a g onist 美股盘中大涨，截止 收盘每股8 7美元，涨幅约3 0%，最新市值5 4亿美元。 一笔潜在的交易预计将大大超过 Pr ot a gonist 的市值，包括交易溢价，并通过两种实验药 物推动强生的免疫和癌症药物组合。 | 3.25 | 今开: 67.39 | 成交量: 706.24万股 | 换手:11.35% | | --- | --- | --- | --- | | 5.75 | 昨收:67.04 | 成交额:6.17亿 | 振幅: 41.02% | | 高: 93.25 | 量比: 8.92 | 市宮率(TTM): 104.01 | 市净率:8.10 | | 氏: 33.31 | 委比:0.00% | 市盈率(静): 19.67 | 市销率:19.94 | | 18:0.84 | 股息(TTM): -- | 每手股数:1 | 总市值:54.12 | | 资产:10.76 | 股息率(TTM) ...

Get ahead of the market by subscribing to Seeking Alpha's Wall Street Week Ahead, a preview of key events scheduled for the coming week. The newsletter keeps you informed of the biggest stories set to make headlines, including upcoming IPOs, investor days, earnings reports, and conference presentations. Stock index futures edged higher on Friday, following a pause in Wall Street's rally as concerns grew over the ongoing U.S. government shutdown. On Thursday, major indexes ended lower as momentum faded. The ...

Market Overview - The U.S. stock market continues to rise, driven by stronger earnings outlooks, with S&P 500 companies expected to report an 8.8% increase in earnings for Q3 year-over-year [2][7] - Recent gains in other assets such as gold, silver, and bitcoin accompany the stock market's performance [6] Economic Indicators - Weak labor market data has raised concerns about economic growth, prompting the Federal Reserve to consider interest rate cuts [6][7] - The ongoing government shutdown, which began on October 1, has disrupted the release of key economic reports, including the monthly employment report and consumer price index [4][5][7] Corporate Earnings - Major banks, including JPMorgan, Goldman Sachs, Wells Fargo, and Citigroup, are set to report quarterly earnings, which will be crucial for assessing the health of the U.S. economy [6][7] - The upcoming earnings season is critical for maintaining market momentum, especially given the high valuations in the stock market [6] Investor Sentiment - Investor optimism is largely based on expected earnings growth, but any signs of weakness could negatively impact market sentiment [4][7] - Attention is focused on whether lawmakers can resolve the government shutdown, as prolonged uncertainty could increase economic risks [4][7]

格隆汇10月11日｜据华尔街日报引述知情人士称，强生正与生物制药公司Protagonist Therapeutics商谈收 购事宜。强生目前已与Protagonist合作开发免疫疾病治疗药物。Protagonist同时与武田制药(Takeda Pharmaceutical)合作研发治疗罕见血癌的药物Rusfertide。若交易达成，将有助强生在其重磅免疫治疗药 物Stelara面临低价仿制药竞争之际巩固产品线。 ...

Group 1: Market Overview - Resurfaced tensions between the U.S. and China have led to a significant market reaction, with the S&P 500 and Nasdaq falling over 2% due to President Trump's announcement of a 100% tariff on Chinese goods starting November 1 [1] - The tariff decision was influenced by China's aggressive stance in ongoing trade talks, including new export controls on the U.S. [1] Group 2: Defensive Investment Opportunities - In light of market volatility, investors are seeking defensive stocks to safeguard their portfolios [2] - The medical sector has been highlighted as a defensive position, with companies like Gilead Sciences (GILD) and Johnson & Johnson (JNJ) performing well [3] Group 3: Company Performance - Gilead Sciences and Johnson & Johnson are near their 52-week highs, with both stocks up more than 25% year to date, driven by strong drug pipelines [4] - Both companies offer attractive dividends around 2.7%, surpassing the Zacks Medical sector average of 1.47% and the S&P 500 average of 1.1% [5] Group 4: Kroger's Position in Retail - Kroger (KR) is recognized as a defensive investment, with its stock up 13% in 2025 despite earlier tariff concerns [9] - Kroger's stock trades at a reasonable 14X forward earnings multiple and under 2X sales, indicating strong value [9] - The company has shown steady growth, earning an overall "A" VGM Zacks Style Scores grade for Value, Growth, and Momentum, along with an annual dividend yield of over 2% [10] Group 5: Dividend Metrics - Kroger's annual dividend is $1.40 with a yield of 2.07%, and it has a 15.24% annualized dividend growth rate over the last five years [11] - The company's payout ratio stands at 28%, suggesting potential for future dividend increases [10][11] Group 6: Investment Outlook - Gilead Sciences, Johnson & Johnson, and Kroger are positioned as viable defensive investments, currently holding a Zacks Rank 3 (Hold) [12]

完整早报音频，请点击标题下方小耳机收听 【知情人士：宗馥莉已辞去娃哈 哈集团董事长、法人代表等 职务】 宗馥莉在"十一"假期前已经辞任娃哈哈集团董事长兼总经理职位，此事已经通过股东 会和董事会。致电一名接近娃哈哈集团大股东——杭州市上城区文商旅集团的人士，对方表示目前不方便透露，后续可以关注集团公告。娃哈哈方面证 实，宗馥莉已于 9 月 12 日向娃哈哈集团有限公司辞去公司法人代表、董事及董事长等相关职务并已通过集团股东会和董事会的相关程序。一名消息人士 表示，宗馥莉此次辞职，是因为商标使用"不合规"，宗馥莉决定经营自己的品牌"娃小宗"。（财新） 【被传接受调查的娃哈哈核心成员严学峰已正常上班】 10 月 10 日，自两处信源独家获悉，娃哈哈集团的核心成员严学峰，已于 10 月 5 日被解除立案 审查，目前已经回到宏胜集团正常上班。就此记者向娃哈哈官方求证，暂未得到回应。 10 月 2 日，财新网报道称，严学峰因涉嫌违纪，被杭州市上城区 纪律检查委员会立案审查，立案通知书已经发送给娃哈哈集团党委。值得一提的是，严学峰名下关联近百家娃哈哈企业，包括高碑店娃哈哈启力饮料有限 公司、杭州娃哈哈宏振投资有限公司等。合 ...

The company could soon be swallowed by a very large peer -- which also happens to be a business partner.Clinical-stage biotech Protagonist Therapeutics (PTGX 29.77%) was all the rage on the stock market Friday. The company's share price closed a dizzying 29.8% higher on the day, thanks to intense takeover speculation. That leap was particularly notable considering it was quite a downbeat day for stocks overall, with the S&P 500 (^GSPC -2.71%) sliding by almost 3%.Sale in the works?That speculation was fired ...

After setting the filters above, I ran the screener and ended up with 5 companies. Then, I sorted the list from highest to lowest forward dividend yield.Current Analyst Rating: 4 to 5. Moderate to Strong Buy, to ensure I’m only selecting companies with a positive consensus from professional analysts.60-month beta: 0 to 1. Stability is critical for long-term income portfolios. Therefore, I set this metric to “0 to 1” to obtain a list of Dividend Kings with stable stock prices relative to the broader sector.A ...

Core Insights - Wall Street is entering earnings season with reports from major financial institutions such as Wells Fargo, Goldman Sachs, Citigroup, Bank of America, Morgan Stanley, and JPMorgan expected [1] - Despite a significant sell-off on Friday, there is an expectation that the market's multi-year rally is not over [1] Earnings Reports - Earnings season begins on Tuesday with Blackrock, Wells Fargo, and Goldman Sachs reporting; all three have performed well this year and are not heavily impacted by the trade war [3] - Johnson & Johnson and Domino's Pizza will also report on Tuesday, with expectations for Johnson & Johnson to have the best quarter in its sector, while Domino's may miss estimates [4] - On Wednesday, Bank of America, Morgan Stanley, and Abbott Laboratories will report; Morgan Stanley has shown positive results recently, and Abbott is considered reliable [4] - Thursday will see earnings from Taiwan Semiconductor, CSX, and Charles Schwab, with positive figures expected from Taiwan Semiconductor, which supplies chips to Nvidia and AMD [6] - American Express and SLB will report on Friday; American Express shares typically decline post-earnings, while SLB management is known for transparency [7] Market Context - The week is complicated by a sharp decline in Treasury yields, which usually indicates better economic conditions ahead, but current sentiment is negative [2] - Salesforce's annual conference begins on Monday, and clarity on President Trump's new tariffs on China is anticipated, following threats of a significant increase in tariffs on Chinese imports [2]

Core Viewpoint - The U.S. Food and Drug Administration has approved labeling changes for Johnson & Johnson and Legend Biotech's blood cancer therapy, which now includes a boxed warning for a potentially fatal side effect [1] Group 1 - The FDA's approval indicates a significant regulatory update for the blood cancer therapy developed by Johnson & Johnson and Legend Biotech [1] - The inclusion of a boxed warning highlights the seriousness of the potential side effects associated with the therapy, which may impact its market perception and usage [1]