Lilly(US:LLY) Zhong Guo Ji Jin Bao·2025-11-21 16:28Market Performance - US stock market showed mixed performance on November 21, with Dow Jones rising over 220 points, while Nasdaq experienced volatility and S&P 500 saw a slight increase [3] - A dovish signal from a high-ranking Federal Reserve official helped the market recover slightly from the slump in AI stocks, increasing bets on a potential interest rate cut in December [3] - The probability of a 25 basis point rate cut in December has risen to over 70%, up from 39.1% the previous day [3] Federal Reserve Insights - Federal Reserve official Williams indicated that current monetary policy is still moderately tight but less so than before recent actions, suggesting room for further adjustments to bring the policy stance closer to neutral [5] - Investors are hopeful that a more accommodative monetary policy could stimulate the weak economy and provide support for historically high valuations in tech stocks [5] Stock Movements - Despite a significant rally earlier in the week, major indices are expected to record substantial weekly declines, with S&P 500 down over 2%, Dow Jones nearly 3%, and Nasdaq about 3% [5] - Some investors view the recent pullback as a normal correction rather than a signal of a larger downturn, with sentiment indicators shifting from optimism to extreme fear [6] Eli Lilly's Milestone - Eli Lilly became the first healthcare company to surpass a market capitalization of $1 trillion, driven by increasing investor interest in its weight loss drugs [7] - The company's stock rose 1.7%, reaching a market cap of approximately $1 trillion, making it the second company outside the tech sector to achieve this milestone [7] - Eli Lilly's GLP-1 class drugs, used for treating obesity and diabetes, are expected to dominate a market projected to reach $95 billion by 2030 [7] Stock Performance and Market Share - Eli Lilly's stock has increased by 37% this year and is projected to rise by 32% in 2024, positioning it as a potential leader in the global weight loss drug market [8] - The company reported that its GLP-1 drugs hold nearly 58% market share in the obesity treatment segment, showcasing impressive market capture in a short time [9]