智通财经网·2026-01-08 13:32Group 1 - The core issue is the extreme shortage of the antiviral drug Tamiflu (oseltamivir) in the U.S. and globally, particularly in cold regions facing a severe flu season [1][2] - The American Society of Health-System Pharmacists (ASHP) is urgently assessing the shortage, noting that areas with historically high flu activity are experiencing the most severe supply issues [2] - The CDC reports that hospital visits due to flu-like symptoms have reached the highest level since the 1997-98 flu season, attributed to a new, rapidly spreading flu variant known as subclade K [3] Group 2 - Tamiflu is a neuraminidase inhibitor that reduces the spread of the flu virus and is most effective when taken within 48 hours of symptom onset [4] - The FDA has approved Tamiflu for use in individuals aged 2 weeks and older, with an emphasis on early treatment for high-risk populations [5] - Other commonly prescribed antiviral medications for the flu include zanamivir, peramivir, and baloxavir, each with different mechanisms of action [5] Group 3 - UBS forecasts that the supply shortage of DDR memory products will persist until Q1 2027, with contract prices for DDR products expected to rise significantly [1] - The demand for DDR4 and DDR5 memory is projected to outpace supply growth during this period, with contract pricing expected to increase by 35% in Q4 of this year and by 40% in Q1 2026 [1]