日前，大冢制药旗下第三代酪氨酸激酶抑制剂——英可欣®(通用名：泊那替尼片)在京东健康全网首 发，为慢性髓性白血病(CML)和费城染色体阳性急性淋巴细胞白血病(Ph+ ALL)患者带来了新的治疗选 择。京东健康将依托自身全渠道供应链和全场景医疗健康服务能力，全面提升这款新药的可及性，让更 多患者从中获益。 英可欣®(通用名：泊那替尼片)的上市，进一步推动了我国血液肿瘤治疗领域的进步，为白血病患者特 别是耐药性和难治性患者带来新的治疗曙光。此次在京东健康首发后，患者能够便捷地购买到这款药 品。京东健康将充分发挥冷链物流优势，确保药品在全程恒温无断链的条件下安全送达患者手中。此 外，京东健康还与大冢制药共同开展疾病教育和患者服务项目，通过科普文章、专家视频等内容，提升 公众对白血病等血液肿瘤的健康素养。 京东健康相关负责人表示，英可欣®的全网首发，有望帮助更多白血病患者提高生活质量。京东健康也 将与大冢制药等合作伙伴继续深化合作，帮助更多患者完成高质量的健康管理，享受更加美好的生活。 在临床试验中，英可欣®展现了卓越的疗效和可控的安全性。例如，在OPTIC试验中，接受泊那替尼治 疗的T315I突变型患者在48个月内 ...

Core Insights - Nanyang Commercial Bank ("NCB") and Fosun International Limited ("Fosun") signed a strategic cooperation agreement, marking a deepening of their partnership and commitment to support Fosun's future development strategy [1][3] Group 1: Strategic Cooperation - The signing of the strategic cooperation agreement signifies a long-term, stable, and deep financial partnership between NCB and Fosun, entering a new phase of collaboration [3] - NCB will leverage its experience in cross-border operations to provide professional banking services, combining with Fosun's global and industrial advantages for mutual benefit and development [3] Group 2: Historical Context - NCB and Fosun have been collaborating since 2010, establishing a solid foundation for their partnership over the past fifteen years [3] - The cooperation has allowed both entities to build a strong relationship, paving the way for deeper ties in the future [3] Group 3: Future Directions - NCB aims to continue working alongside high-quality enterprises like Fosun, utilizing its strengths in cross-border operations and integrating financial technology and AI to enhance product and service offerings [3] - The goal is to provide comprehensive and high-quality financial services to support Fosun's strategic development and achieve mutual benefits [3]

临近五一假期，市场在震荡中寻找新的主线。 4月25日早盘，三大指数开盘小幅回调后，再度拉升。截至发稿，上证指数微涨0.03%，深证成指涨0.51%，创业板指数涨0.6%。 | 上证指数 | 深证成指 | 北证50 | | --- | --- | --- | | 3298.36 | 9928.81 | 1322.30 | | +1.07 +0.03% +50.50 +0.51% +7.56 +0.58% | | | | 科创50 | 创业板指 | 万得全A | | 1002.37 | 1947.45 | 4960.19 | | -0.94 -0.09% +11.59 +0.60% | | +14.11 +0.29% | 中国基金报记者 安曼 盘面上，大消费股再度活跃，食品、零售等方向领涨，安记食品9天8板，茂业商业、中央商场、皇氏集团、广誉远涨停。昨日热门的维生素、宠物经济等 概念板块领跌。 地产股大爆发 4月25日早盘，港股地产股集体走高，金辉控股直线拉升超50%。 | < ロ | 金辉控股(9993) | | | | | --- | --- | --- | --- | --- | | | 04-25 10: ...

Group 1 - The Hang Seng Technology Index has increased by 2%, indicating a positive trend in the technology sector [1] - The Hang Seng Index has risen by 1.58%, reflecting overall market growth [1] - Baidu (09888.HK) has seen a significant increase of over 5%, suggesting strong performance and investor confidence in the company [1]

Core Viewpoint - Baidu has successfully established a GPU cluster composed of 30,000 self-developed Kunlun chips, sufficient to support the training of large language models [1] Company Summary - The GPU cluster consists of 30,000 Kunlun chips, indicating Baidu's significant investment in AI infrastructure [1] - This development positions Baidu to enhance its capabilities in training large language models, which is crucial for advancing its AI initiatives [1] Industry Summary - The establishment of such a large GPU cluster reflects the growing demand for advanced computing power in the AI industry [1] - Companies in the AI sector are increasingly focusing on developing proprietary hardware to support their machine learning and AI model training needs [1]

消息面上，医药板块再迎政策利好。4月24日，工业和信息化部等七部门关于印发《医药工业数智化转 型实施方案（2025—2030年）》的通知，方案提出两个阶段的发展目标：到2027年，医药工业数智化转 型取得重要进展，包括突破一批医药工业数智化关键技术，在智能制药设备、检测仪器和制药工业软件 等领域研发推广100款以上高性能产品，建成100个以上数智药械工厂，建设10个以上医药大模型创新平 台、数智技术应用验证与中试平台等。到2030年，规上医药工业企业基本实现数智化转型全覆盖，数智 技术融合创新能力大幅提升，医药工业全链条数据体系进一步完善，医药工业数智化转型生态体系进一 步健全。 （本文机构观点来自持牌证券机构，不构成任何投资建议，亦不代表平台观点，请投资人独立判断和决 策。） 4月25日，港股早盘集体走强，恒生医疗保健指数开盘冲高后回落，相关ETF方面，恒生医疗指数 ETF(159557)截至发稿涨超1%，涨幅暂居同标的首位，溢折率0.61%，盘中溢价交易明显。成分股中， 心泰医疗上涨超6%，晶泰控股上涨超5%，讯飞医疗科技上涨超4%。 国联民生证券认为，2025年医药关注两条核心投资主线：1）高质量创新药 ...

Core Viewpoint - Kuaishou-W (01024) has seen a stock price increase of over 3%, currently trading at 51.7 HKD with a transaction volume of 642 million HKD, following the announcement of a new large model training method called SRPO by the Kuaipilot team [1] Group 1: New Model Announcement - The Kuaipilot team released the SRPO method, which achieves performance breakthroughs at only one-tenth the training cost of GRPO [1] - SRPO is the first method in the industry to replicate the performance of DeepSeek-R1-Zero in both mathematics and coding domains [1][2] Group 2: Performance Metrics - SRPO achieved scores of 50 in AIME2024 and 41.6 in LiveCodeBench, surpassing the performance of DeepSeek-R1-Zero-32B [2] - The training steps required for SRPO are only one-tenth of those needed for R1-Zero, indicating significant efficiency improvements [2]

智通财经APP获悉，高盛发布研报称，对康基医疗(09997)的评级为买入，基于2027年预期市盈率倍数17 倍(经折现)、三年预期每股收益复合年增长率12%以及折现率10%，给出12个月目标价9.3港元。截至目 前，威京医疗的四臂手术机器人已获批，这符合该行之前的预期(详见2024年下半年财报回顾)。康基医 疗召开了业务更新电话会议，主要聚焦商业化战略、产能规划和研发方向。 高盛主要观点如下： 威京医疗四臂手术机器人获批，关注商业化进展 康基医疗持有威京医疗约41.99%的股权。该行预计2025财年手术机器人带来的收入贡献有限，公司目 标是到2027年实现收支平衡。更值得关注的是耗材在中长期的贡献，在品牌、分销渠道和学术培训资源 方面，该行认为这与康基医疗的核心耗材业务存在协同效应。该行将密切关注机器人的安装情况和医生 的反馈。目前来看，国内主要参与者在外观设计和机械臂方面尚未出现显著差异(详见该行近期在 CMEF上的观察)，竞争格局最终将围绕市场份额的变化展开。 商业化团队已组建，定价可能具有竞争力：目前已组建了一支超过150人的团队;公司预计定价策略会将 价格定在1000万元人民币左右，以提高产品的可及性 ...

Group 1 - Tencent Holdings saw a nearly 3% increase in stock price, closing at 484 HKD with a trading volume of 5.687 billion HKD [1] - CICC's report indicates that Tencent Games is expected to maintain a positive trend in 2025, with a projected 10% year-on-year revenue growth despite high revenue baselines from the previous year [1] - Tencent continues to focus on its flagship evergreen games, including "Honor of Kings," "Peacekeeper Elite," and various IPs like "League of Legends" and "CrossFire," demonstrating strong operational capabilities [1] Group 2 - The gaming industry is experiencing a significant shift towards AI integration, moving from auxiliary development tools to core gameplay design and interactive storytelling [2] - At the SPARK 2025 Tencent Games conference, "Peacekeeper Elite" announced advancements in AI technology, introducing AI teammates capable of real-time dialogue, marking a new case study for sustainable evolution of large models [2]

经营范围含许可项目：建设工程施工;发电业务、输电业务、供（配）电业务（依法须经批准的项目， 经相关部门批准后方可开展经营活动，具体经营项目以批准文件或许可证件为准）住房租赁;非居住房 地产租赁;租赁服务（不含许可类租赁服务）;机械设备租赁;会议及展览服务;园区管理服务;停车场服务; 建筑材料销售;固体废物治理;物业管理;水污染治理;水环境污染防治服务;创业空间服务;创业投资（限投 资未上市企业）;再生资源加工;再生资源回收（除生产性废旧金属）;再生资源销售;非金属废料和碎屑 加工处理;新能源汽车废旧动力蓄电池回收及梯次利用（不含危险废物经营）;新材料技术研发;技术服 务、技术开发、技术咨询、技术交流、技术转让、技术推广;资源循环利用服务技术咨询;资源再生利用 技术研发;集中式快速充电站;机动车充电销售;太阳能发电技术服务（除依法须经批准的项目外，自主开 展法律法规未禁止、未限制的经营活动） 企业名称东安广利绿色经济产业园发展有限责任公司法定代表人邓聪注册资本10000万人民币国标行业 租赁和商务服务业>租赁业>机械设备经营租赁地址湖南省永州市东安县白牙市镇工业园区创新创业大 楼企业类型有限责任公司（非自然人投 ...