Bolvin Wealth Management Group总裁Gina Bolvin表示，道指突破5万点"与其说是庆祝，不如说是一次确 认"。她指出，市场已经适应了更高利率、更慢的增长节奏以及全球不确定性，却仍能继续走高，这表 明投资者信心真实存在，2026年的市场焦点将更多回归企业基本面，而非货币政策。 智通财经APP获悉，周五，美股全面走强，道琼斯工业平均指数大涨逾1200点，涨幅约2.5%，盘中首次 突破5万点整数关口，收报50,115.67点，创下历史新高。 自2025年底以来，美股涨势逐步由科技板块向更广泛领域扩散，这一趋势显著利好道指成分股。尽管道 指同样包含英伟达(NVDA.US)、苹果(AAPL.US)和微软(MSFT.US)等科技巨头，今年推动指数上行的主 力，更多来自传统行业与防御型板块。其中，高盛(GS.US)、卡特彼勒(CAT.US)、安进(AMGN.US)以及 宣伟公司(SHW.US)等表现尤为突出。 由于道指采用价格加权方式计算，这些股价较高的成分股，对指数的影响力明显高于按市值加权的指 数。此外，波音近期股价同样持续走强，也对道指形成支撑。 回顾走势，自2024年5月首次站上4 ...

Key Takeaways Merck issued revenue guidance of $65.5-$67.0 billion for 2026, which was below consensus.MRK's EPS view of $5.00-$5.15 includes a $9B Cidara acquisition charge and factors in FX benefits.Merck expects oncology growth led by Keytruda and new launches to offset $2.5B headwinds from competition.Merck (MRK) announced better-than-expected fourth-quarter results on Feb. 3. Along with its earnings release, the company issued a fresh earnings and sales outlook for 2026, which fell short of consensus e ...

据默沙东中国消息，2026年2月6日——默沙东（默沙东是美国新泽西州罗威市默克公司的公司商号）宣 布，其PD-1抑制剂帕博利珠单抗（商品名：可瑞达®）已获得中国国家药品监督管理局（NMPA）批 准，联合卡铂和紫杉醇用于错配修复缺陷（dMMR）的原发晚期或复发性子宫内膜癌成人患者的一线治 疗，随后以帕博利珠单抗单药维持治疗。此次新适应症的获批是基于III期临床试验KEYNOTE-868 （NRG-GY018）研究的数据。 ...

每经AI快讯，2月6日，据默沙东中国消息，默沙东（默沙东是美国新泽西州罗威市默克公司的公司商 号）宣布，其PD-1抑制剂帕博利珠单抗（商品名：可瑞达®）已获得中国国家药品监督管理局 （NMPA）批准，联合卡铂和紫杉醇用于错配修复缺陷（dMMR）的原发晚期或复发性子宫内膜癌成人 患者的一线治疗，随后以帕博利珠单抗单药维持治疗。此次新适应症的获批是基于III期临床试验 KEYNOTE-868（NRG-GY018）研究的数据。 （文章来源：每日经济新闻） ...

每经AI快讯，2月6日，据默沙东中国消息，默沙东(默沙东是美国新泽西州罗威市默克公司的公司商号) 宣布，其PD-1抑制剂帕博利珠单抗(商品名：可瑞达)已获得中国国家药品监督管理局(NMPA)批准，联 合卡铂和紫杉醇用于错配修复缺陷(dMMR)的原发晚期或复发性子宫内膜癌成人患者的一线治疗，随后 以帕博利珠单抗单药维持治疗。此次新适应症的获批是基于III期临床试验KEYNOTE-868(NRG-GY018) 研究的数据。 ...

Merck & Co., Inc. (NYSE:MRK) is included among the 15 Best Wide Moat Dividend Stocks to Invest in. Scotiabank Lifts Merck (MRK) Target as Execution Continues to Impress Photo by Dan Dennis on Unsplash On February 4, Scotiabank raised its price target on Merck & Co., Inc. (NYSE:MRK) to $136 from $120 and maintained an Outperform rating. The firm said the higher target reflects multiple expansion, noting that Merck’s execution continues to run ahead of its expectations. That upgrade came shortly after M ...

医药生物行业 行业研究 | 动态跟踪 替尔泊肽加冕，减重热潮未平 核心观点 投资建议与投资标的 风险提示 ⚫ 创新药研发失败的风险；市场竞争加剧的风险；创新药商业化的风险等。 国家/地区 中国 行业 医药生物行业 报告发布日期 2026 年 02 月 05 日 看好（维持） 伍云飞 执业证书编号：S0860524020001 香港证监会牌照：BRX199 wuyunfei1@orientsec.com.cn 021-63326320 | 胡俊涛 | 执业证书编号：S0860124030026 | | --- | --- | | | hujuntao@orientsec.com.cn | | | 021-63326320 | | 减脂保肌强协同，小核酸开启减重新纪 | 2026-01-14 | | --- | --- | | 元：—医药行业专题报告 | | | 小核酸药物：治疗潜力显现，蕴藏 BD 机 | 2025-07-27 | | 遇：——医药行业专题报告 | | | 减重需求正盛，多方向酝酿破局：——医 | 2025-06-25 | | 药行业周专题 | | 有关分析师的申明，见本报告最后部分。其他重要信 ...

Merck & Co., Inc. (NYSE:MRK) is one of the stocks Jim Cramer looked at recently. Cramer discussed the company’s latest quarter, as he commented: This morning, Merck reported a very solid quarter, but gave what some people thought was a soft full-year forecast, yet the stock finished up the session more than 2%. Why? Because investors realized that the guidance was dragged down by one time costs related to a big acquisition last year. How could they not know that? This is one of my favorite pharmaceutical ...

The U.S. stock market is experiencing mixed trading patterns on Wednesday, February 4th, 2026, with a notable rotation out of technology giants and into broader market sectors. While the Dow Jones Industrial Average shows resilience, major tech stocks continue to weigh heavily on the S&P 500 and Nasdaq Composite, marking a second consecutive day of pressure for the tech-heavy indexes. Investors are closely monitoring a flurry of earnings reports and key economic data releases, which are shaping midday marke ...

Core Viewpoint - Bernstein maintains a "Market Perform" rating for Merck, adjusting the price target from $95 to $100, indicating cautious optimism about the company's future performance [1][6] Financial Performance - Merck's fourth-quarter 2025 results show adjusted earnings per share (EPS) of $2.04, slightly above the Zacks Consensus Estimate of $2.03, representing a 19% increase year-over-year [2] - The company's revenues for the quarter reached $16.4 billion, reflecting a 5% year-over-year growth and surpassing the Zacks Consensus Estimate of $16.19 billion [2] Key Product Contribution - Keytruda, Merck's flagship product, generated $8.37 billion in sales during the quarter, marking a 5% increase [3] 2026 Outlook - Merck's 2026 revenue projection is between $65.5 billion and $67 billion, below analysts' estimates of $67.6 billion [4] - The company expects adjusted EPS between $5 and $5.15, compared to the anticipated $5.36, which includes a $9 billion one-time charge related to the acquisition of Cidara Therapeutics [4] Strategic Response - To address challenges, Merck plans to reduce costs by $3 billion by 2027 and continue investing in its pipeline and acquisitions, aiming to mitigate the effects of future patent expirations [5] - Despite challenges, Merck's market capitalization remains robust at approximately $289.39 billion, with a trading volume of 25.57 million shares [5]