Group 1 - The U.S. Federal Circuit Court has approved Trump's request to pause the implementation of a previous ruling, allowing him to continue collecting tariffs until the appeal is resolved [1][2][3] - Market sentiment appears to be influenced by this development, with a previous expectation of a complete tariff cancellation being overly optimistic [4][5] - The recent market fluctuations reflect extreme reactions, particularly in the context of short-term trading, with significant losses in previously popular assets [5][6] Group 2 - Trump's recent comments suggest a serious violation of agreements made in Switzerland, although specifics were not provided [8][9] - The timing of Trump's statements was strategic, aimed at generating media attention and market response [12][13] - The approach taken by Trump is seen as a form of extreme pressure to prompt dialogue and concessions from other parties [14] Group 3 - The innovative drug sector has shown strong performance, driven by significant news, including a $6 billion licensing deal between a Hong Kong company and Pfizer [16] - Business Development (BD) is a key strategy for Chinese innovative drugs to enter international markets, with two main models: License-out and New-Co [17][18] - China's innovative drug development has made significant progress, with 3,575 active innovative drugs expected by the end of 2024, surpassing the U.S. [21] - The focus for future innovation should be on creating unique solutions rather than competing in saturated markets, to better serve public health needs [26]
川普又放狠话!会怎么影响我们?
格兰投研·2025-05-30 15:22