经济观察网 基于公开信息，1药网（YI.US）在2026年有以下值得关注的事件： 行业政策与环境 根据国家发改委、市场监管总局和国家网信办联合发布的《互联网平台价格行为规则》，该规则计划于 2026年4月10日起正式实施，为期五年。新规针对互联网平台价格行为进行规范，包括禁止低于成本销 售、保护经营者自主定价权等，可能对医药电商行业的竞争环境产生影响。其他公开事件如财报发布或 公司特定动态，需以官方公告为准。 以上内容基于公开资料整理，不构成投资建议。 ...

经济观察网 1药网（YI.US）近期披露了2025年第三季度业绩报告，显示公司连续三个季度实现Non- GAAP运营盈利，并达成季度正向经营性现金流，总营收为30亿元人民币。公司正加速向轻资产模式转 型，并深化AI技术在智能供应链和数字化履单中心的应用。 公司正加速向轻资产模式转型，深化AI技术应用，如智能供应链和数字化履单中心升级。 未来发展 未来值得关注的事件包括2025年第四季度及全年财报的发布，以及公司对AI转型战略的进一步执行情 况。根据行业展望，2026年医药行业整体经营环境有望逐步改善，或对个股产生间接影响。具体事件日 期需以公司官方公告为准。 以上内容基于公开资料整理，不构成投资建议。 业绩经营情况 公司2025年第三季度财报显示，总营收为30亿元人民币，连续三个季度实现Non-GAAP运营盈利，并达 成季度正向经营性现金流。 业务进展情况 ...

S&P futures are unchanged, erasing all overnight losses, extending last week’s choppy price action focused on AI repercussions; Nasdaq 100 futures underperform slightly ahead of an important week that has both the January jobs and CPI report on deck (at least the firehose of earnings is slowing down). As of 8:15am ET, S&P futures are unchanged, and Nasdaq futures dip 0.2% with tech the biggest laggard as Semis come back under pressure and Mag7 names are all weaker.  The yield on 10-year Treasuries rose thre ...

Core Viewpoint - REGENXBIO Inc. experienced a significant stock decline of 17.75% following the FDA's clinical hold on two investigational gene therapy programs [1] Group 1: Stock Performance - The company's shares closed at $11.03 after a drop of $2.38 [1] - The stock opened at $9.60, down from the previous close of $13.41, and traded between $9.51 and $11.50 during the session [3] - Trading volume reached approximately 3.88 million shares, significantly higher than the average volume of about 690,186 shares [3] Group 2: FDA Clinical Hold - The FDA imposed a clinical hold on the RGX-111 program, which was under investigation for treating MPS I or Hurler syndrome, due to a preliminary review of a neoplasm case involving a central nervous system tumor in a trial participant [2] - This hold has raised concerns regarding the safety and viability of the gene therapy programs [2] Group 3: Historical Stock Range - REGENXBIO's stock has fluctuated within a 52-week range of $5.03 to $16.19 [4]

格隆汇1月28日｜纳斯达克中国金龙指数涨超1%，新东方涨10.50%，1药网涨4.76%，蔚来涨3.61%，哔 哩哔哩涨4.44%，理想汽车涨3.85%。 ...

Group 1 - The Nasdaq China Golden Dragon Index increased by over 2% on January 22 [1] - 1药网 (1Drug Network) rose by 9.38% [1] - 阿里巴巴 (Alibaba) saw a gain of 6.90% [1] - 理想汽车 (Li Auto) experienced a rise of 5.99% [1] - 世纪互联 (Century Internet) increased by 6.03% [1] - 康迪车业 (Kandi Technologies) grew by 5.64% [1]

Core Viewpoint - Memory and storage stocks are currently the hottest trade in the market, driven by the transformative impact of artificial intelligence, leading to elevated valuations that investors are willing to accept despite historical comparisons being deemed irrelevant [1][2]. Group 1: Company Performance - Sandisk Corp., Western Digital Corp., Micron Technology Inc., and Seagate Technology Holdings Plc have been the best-performing shares in the S&P 500 Index since the end of 2024, with Sandisk shares gaining 111% in 2026 [2][3]. - Seagate's earnings multiple is around 24, while Micron is trading at less than 11 times estimated earnings, despite a 36% gain in January [3]. - Analysts have revised Sandisk's net 2026 earnings per share estimates up by 172% in the past three months, with revenue expectations increasing by over 21% [8]. Group 2: Market Dynamics - The memory chip market has historically been cyclical, heavily influenced by the computer and mobile phone industries, leading to periodic gluts and lower valuations [5][6]. - The emergence of AI is fundamentally changing the demand landscape, with significant investments from major companies in memory chips and storage components, suggesting a more sustainable valuation environment [6][7]. - The index of spot prices for DRAM chips has soared recently, indicating accelerated growth and rising memory prices, which analysts believe could persist for two to three years [7]. Group 3: Analyst Sentiment - BNP Paribas upgraded Seagate to outperform, citing robust data center storage demand that could drive a longer upcycle than previously expected [8]. - Despite the positive outlook, Wall Street does not expect significant further climbs for these stocks, with Sandisk trading 32% above its average analyst price target, indicating weaker return potential [9]. - Caution is advised in the near term, as the consensus view suggests that while memory prices will remain strong, the rapid gains may lead to potential market risks [10][11].

Group 1: Company Announcements - On January 21, Aotai Bio disclosed its shareholding increase [1][4] - A total of 21 A-share listed companies, including Chen Zhan Optoelectronics, Deepwater Haina, Hengshuai Co., Ltd., and others, announced shareholding reductions [1][4] Group 2: Market Performance - The three major U.S. stock indices closed higher, with the Dow Jones up 1.21%, Nasdaq up 1.18%, and S&P 500 up 1.16% [2][5] - Major technology stocks saw significant gains, with Intel rising over 11%, AMD over 7%, and Nvidia and Tesla both up over 2% [2][5] - Storage concept stocks performed well, with SanDisk increasing over 10% and Western Digital up over 8% [2][5] - The U.S. regional bank index rose 4.7%, marking the largest single-day increase since August [2][5] Group 3: Nasdaq China Golden Dragon Index - The Nasdaq China Golden Dragon Index increased by 2.22%, with notable gains from companies such as New Oxygen up 14.93%, Baidu up 8.20%, and Century Internet up 7.17% [3][6]

International News - US natural gas futures prices saw a significant increase, with intraday gains reaching up to 30%, currently reported at $5.083 per million British thermal units, after previously recording increases of 29%, 28%, and 27% [1][7] - Precious metals market showed a downward trend, with spot gold prices dropping below $4820, $4810, $4800, and $4790 per ounce, with daily declines of 0.25%, 0.44%, 0.64%, and 0.86% respectively [1][7] - Spot silver also faced pressure, falling below $93, $92, and $91 per ounce, with daily declines of 1.68%, 2.93%, and 3.74% respectively [1][7] - US stock market performed strongly, with all three major indices closing up over 1%, the Dow Jones up 1.21%, Nasdaq up 1.18%, and S&P 500 up 1.16% [1][7] Individual Stocks - Intel shares rose over 11%, reaching a four-year high; AMD increased by 8.3%, SanDisk by over 10%, Western Digital by over 8%, and Micron Technology by over 6% [2][8] - The Nasdaq Golden Dragon China Index rose by 2.22%, with notable gains from individual stocks such as New Oxygen up 14.93%, Baidu up 8.20%, and Century Internet up 7.17% [2][8] - OpenAI's CEO Sam Altman is meeting with top investors in the Middle East to pursue a new round of financing of at least $50 billion, with a post-funding valuation expected between $750 billion and $830 billion [2][8] - Apple plans a major overhaul of Siri, transforming it into a built-in chatbot with new features expected to launch later this year [2][8] Company Dynamics - French dairy company Lactalis announced a recall of multiple batches of infant formula in 18 countries, including China, due to potential contamination with Bacillus cereus toxin [3][9] - Ubisoft canceled the development of six games, including the remake of "Prince of Persia: The Sands of Time" and four unannounced titles [3][10] - The American Petroleum Institute (API) reported an increase of 3 million barrels in US API crude oil inventories last week, compared to a previous increase of 5.278 million barrels [3][10] - President Trump expressed hope for the retention of Kevin Hassett in his current position, with the shortlist for the Federal Reserve chair narrowing to two or three candidates [3][10]

Group 1 - The stock prices of various companies have shown significant increases, with Xinyang rising by 14.93%, Baidu by 8.20%, Century Internet by 7.17%, Yao Wang by 6.89%, and Kandi Technologies by 6.32% [1]