Key TakeawaysState Street's (STT) Q4 2025 earnings significantly surpassed analyst expectations, with adjusted EPS of $2.97 against an estimated $2.85 and revenue of $3.67 billion exceeding the $3.62 billion estimate. Net flows reached +$85 billion, well above the estimated +$42.67 billion.The Trump administration is preparing to unveil a plan allowing Americans to use 401(k) retirement funds for home down payments without penalties, a move aimed at boosting housing affordability. This comes as the administ ...

美银将礼来公司目标价从1,268美元下调至1,265美元；将默克公司目标价从120美元上调至124美元。 ...

另据医药魔方Nextpharma数据库统计，仅在小分子领域，目前全球共有88款在研小分子GLP-1药物，其 中6款已经开展Ⅲ期临床试验，包括礼来的奥氟格列隆、恒瑞医药（600276.SH；01276.HK）的HRS- 7535、闻泰医药的VCT220、Biomed Industries的Bionetide、华东医药（000963.SZ）的Conveglipron、德 睿智药MDR-001。 在已呈现红海竞争态势的GLP-1注射剂领域，终端市场的价格战已经打响，而价格之低也让市场哗然。 全球市场方面，去年年底，诺和诺德、礼来分别与美国政府达成协议，将于2026年起降低司美格鲁肽 （包括Wegovy和Ozempic）和替尔泊肽（Zepbound）、Orforglipron的价格。礼来的其中一项协议内容 指出，在产品在美获批的前提下，Zepbound和Orforglipron在美国的价格将不超过每月50美元。 美国当地时间1月12日，全球顶级医药会议J.P.摩根医疗健康大会（JPM）在美国旧金山召开，减重成为 此次大会最受关注的赛道之一。礼来（LLY.US)、诺和诺德（NVO.US)、辉瑞（PFE.US）等多家跨国 ...

海通国际发布研报称，英伟达(NVDA.US)与礼来(LLY.US)共建AI+制药实验室，双方合作意味着AI将从 工具层升级为药物研发的核心生产力，推动制药模式由"经验驱动"向"数据与算法驱动"转型。 Tempus(TEMP.US)业绩高增长共同验证AI正在从概念走向制药与医疗核心生产力。从技术面上看，AI 技术近年取得重大突破，AI在药物发现、临床前研究和临床试验等全流程都能大幅提高流程效率。当 前AI+医药进入产业化加速期，在人工智能与医药双领域共振下，看好AI+医疗发展前景。 海通国际主要观点如下： AI+制药：人工智能赋能制药全产业链 英伟达与礼来宣布成立首个专注于将人工智能应用于药物研发关键挑战的AI+制药联合创新实验室。该 实验室将汇集礼来在药物发现、开发与制造方面的全球领先专业知识及英伟达在人工智能、加速计算和 AI基础设施方面的技术优势。双方计划在未来五年投入最多10亿美元用于人才、基础设施与算力资源 建设，这标志着AI正式进入全球头部药企核心研发体系。海通国际认为，英伟达与礼来的合作意味着 AI将从工具层升级为药物研发的核心生产力，推动制药模式由"经验驱动"向"数据与算法驱动"转型。 AI+医 ...

2026.01. 16 本文字数：1392，阅读时长大约3分钟 作者 | 第一财经 钱童心 长期以来，阿尔茨海默病（AD）的早期检测可及性不足一直是困扰疾病精准诊治的一大难题。而伴 随着检测技术的进步，阿尔茨海默病也即将正式跨入血液筛查时代。 近日，罗氏诊断的一款阿尔茨海默病血液检测试剂获得海南省药品监督管理局批准，作为进口临床急 需医疗器械，在上海交通大学医学院附属瑞金医院海南医院（海南博鳌研究型医院）投入临床，用于 排除阿尔茨海默病相关淀粉样蛋白病理。 去年10月，美国食品药品监督管理局（FDA）批准了罗氏的这款AD血检试剂在初级保健机构的使 用。在一项涉及312名参与者的临床试验中，该试剂的诊断准确率达到97.9%。检测使用阴性预测 值，有助于在认知能力下降的个体中排除阿尔茨海默病，而不仅仅是只给出某人患有该疾病的阳性指 示。 去年5月，由东京生物技术公司Fujirebio开发的一款AD血检试剂也获得了美国FDA批准，该公司称 有计划与合作伙伴一起向中国引入该试剂。 在临床上大规模地采用血液检测的方法，将有助于阿尔茨海默病的早诊早筛，且可使患者尽早获得治 疗。目前已经上市的针对淀粉样蛋白-β病理机制开发 ...

Group 1: Robotics Sector - The robotics concept stocks experienced a broad increase, with notable gains from companies like XAG (02590) up 5.93%, Yunji (02670) up 5.10%, and Blues Technology (06613) up 4.82%. According to an Omdia report, the global annual installation of humanoid robots is expected to add approximately 16,000 units by 2025, with Zhiyuan Robotics leading the market in installations [1][2] - Tianyue Advanced (02631) surged over 15.8% as a report from Zheshang Securities highlighted its active expansion into silicon carbide applications in emerging fields, indicating long-term growth potential [1] - WeRide (00800) rose over 3.4% as it announced that its global Robotaxi fleet will reach 1,000 vehicles by January 12, 2026, with successful commercial operations in cities like Guangzhou, Beijing, and Abu Dhabi [1] - Cao Cao Mobility (02643) increased nearly 8% following its announcement of two strategic acquisitions, including a full acquisition of Weixing Technology and plans to acquire Geely Business Travel [1] Group 2: Energy and Materials Sector - Oil and gas stocks saw significant declines, with Shandong Molong (00568) dropping over 8.1% due to a sharp decrease in international oil prices, with Brent crude futures falling by $2.76 or 4.15% to $63.76 per barrel [2] - Innovation Industry (02788) rose nearly 8% as aluminum prices have surged significantly since 2026, with Huatai Securities indicating that the overall supply-demand tightness will continue, supporting a long-term profit increase in the aluminum sector [2] Group 3: Aerospace and Technology Sector - The commercial aerospace sector showed signs of recovery, with companies like Asia Pacific Satellite (01045) and JunDa Co. (02865) both rising by 5.02%. This follows Elon Musk's announcement that SpaceX aims to increase Starship launch frequency to over once per hour within three years [2] - Weichai Power (02338) increased over 4.9% as it announced advancements in solid-state battery research and strong demand for its power generation products [3] - Zhaoyi Innovation (03986) rose over 6.2% as a Counterpoint Research report indicated that the memory market has entered a "super bull market," surpassing historical highs from 2018 [4] Group 4: US Market Highlights - Nuclear power stocks strengthened, with Talen Energy (TLN.US) up 11.8% and Vistra Energy (VST.US) up 6.63%, following news of a new bipartisan bill proposing a $2.5 billion Strategic Resilience Reserve to secure key minerals domestically [5] - Morgan Stanley (MS.US) rose 5.78% after reporting Q4 revenue growth of 10% to $17.89 billion, exceeding market expectations [5] - The weight loss drug sector faced pressure, with Eli Lilly (LLY.US) down 3.76% as its weight loss drug was placed under FDA review, delaying a decision until April 2026 [6] - Dell Technologies (DELL.US) increased by 0.82% as Omdia reported a significant recovery in the global PC market, with a projected 9.2% increase in total shipments for 2025 [8]

Key Points Eli Lilly is a top healthcare company that's not only generating impressive growth right now, but continuing to invest in its future. American Express' strong brand and clientele make it a resilient financial stock to invest in for the long haul. Alphabet's varied businesses, plentiful growth opportunities, and deep pockets make it highly likely that it remains a growth beast for the foreseeable future. 10 stocks we like better than Eli Lilly › If you want to invest in strong stocks t ...

Amgen reported early Phase 2 data suggesting patients kept weight off with less frequent dosing, a potential differentiator from Eli Lilly and Novo Nordisk. ...

Eli Lilly and Company (NYSE:LLY) is one of the best long term growth stocks to buy according to hedge funds. On January 9, Jefferies reaffirmed a Buy rating on Eli Lilly and Company (NYSE:LLY) and set a price target of $1,300.00. The rating update came after Eli Lilly and Company (NYSE:LLY) announced on January 8 that its Taltz (ixekizumab) and Zepbound (tirzepatide) used together delivered superior efficacy in first-of-its-kind Phase 3b trial for adults with active psoriatic arthritis and obesity or overw ...

Key Takeaways Eli Lilly's Mounjaro and Zepbound generated $24.8 billion in nine months, making up 54% of total revenues.Improved supply and new international launches are fueling strong sales momentum for both drugs.Lilly's oncology, immunology and neuroscience drugs also continue to support top-line expansion.Eli Lilly (LLY) has emerged as a dominant force in the cardiometabolic market, driven by strong demand for its blockbuster GLP-1 therapies, Mounjaro for type II diabetes (T2D) and Zepbound for obesity ...