麓鹏制药董事长兼CEO谭芬来博士。 工作中的谭芬来博士。 在中国创新药发展版图中，创新药老兵谭芬来博士是一个独特的存在。 七年前，在由其主导临床研发的中国首个小分子靶向抗癌药埃克替尼(凯美纳)惠及数十万患者、首个 ALK靶点创新药恩沙替尼蓄势待发之时，他却选择卸下荣光，创立了一家连名字都直抒高远之志的创 新药企业——麓鹏制药。 七年后的今天，他带领团队交出了一份份令人满意的阶段性成绩单：全球首个且唯一共价兼非共价布鲁 顿酪氨酸激酶(BTK)抑制剂洛布替尼，成为中国首个被认定为弥漫大B细胞淋巴瘤(DLBCL)突破性疗法 的BTK抑制剂，并已启动关键性注册Ⅱ期临床研究；针对复发或难治性套细胞淋巴瘤(R/R MCL)的新药 上市申请(NDA)，获国家药品监督管理局药品审评中心(CDE)受理并纳入优先审评程序；启动治疗复发 或难治慢性淋巴细胞白血病/小淋巴细胞淋巴瘤(R/R CLL/SLL)的全球三期头对头临床试验，正面挑战国 际制药巨头礼来公司的第三代BTK抑制剂匹妥布替尼，直面全球化竞争。 从杭州西子湖畔到广州黄埔科学城，谭芬来完成的不只是一次地理上的回归，更是一场从"创中国首 个"到"创全球首个"的信念升级。在 ...

Group 1: Market Performance - On February 26, US stock indices closed mixed, with the Nasdaq down 1.18%, S&P 500 down 0.54%, and Dow Jones up 0.03% [2] - Major tech stocks mostly declined, with Nvidia dropping over 5%, marking its largest single-day decline since April 16 of the previous year, resulting in a market value loss of $259.3 billion (approximately 1773.9 billion RMB) [2] Group 2: Nvidia Analysis - Analysts noted that despite Nvidia's revenue, net profit, and guidance exceeding expectations, investors did not exhibit excessive enthusiasm due to concerns about the company's diminishing competitive edge in an evolving computing landscape [4] - There are worries regarding Nvidia's ability to maintain its impressive growth rate as core customers, particularly large-scale cloud service providers, are consuming most of their cash flow through AI-related capital expenditures [4][5] Group 3: Dell Technologies Performance - Dell Technologies reported a total net revenue of $33.38 billion for Q4, surpassing analyst expectations of $31.74 billion [5] - The company’s AI server shipments reached $9.5 billion in Q4, with a backlog of AI orders amounting to $43 billion [5] - Dell raised its annual stock dividend by 20% and expanded its stock buyback program by $10 billion, projecting revenues of $138 billion to $142 billion for FY2027, exceeding analyst expectations [5] Group 4: Other Market Movements - Intel fell over 3%, Tesla dropped more than 2%, and Google and Amazon declined over 1%, while Netflix rose over 2% and Microsoft and Meta saw slight increases [5] - The quantum computing sector saw significant gains, with IonQ Inc rising over 21% and Rigetti Computing increasing over 5% [5] Group 5: Commodities - Brent and New York crude oil prices experienced a sharp increase during trading [8] - Spot gold prices rose, while spot silver fell by over 1% [9]

还有分析师表示，"市场目前正处于与广泛的AI担忧抗争的阶段。令投资者深感不安的是，既然核心客 户——这些超大规模云服务商——正在通过AI相关的资本支出消耗掉大部分现金流，英伟达未来该如 何维持其惊人的增长率？" 英特尔跌逾3%，特斯拉跌超2%，谷歌、亚马逊跌超1%，苹果小幅下跌；奈飞涨超2%，微软、Meta小 幅上涨。美股量子计算板块普涨，IonQ Inc涨超21%，Rigetti Computing涨超5%，Arqit Quantum涨超 3%，SEALSQ Corp、D-Wave Quantum涨超2%。 戴尔科技财年四季度总体净营收333.8亿美元，分析师预期317.4亿美元；四季度基础设施解决方案集团 经营户艘196亿美元；四季度AI服务器发货95亿美元，分析师预期94.4亿美元；四季度AI订单积压430亿 美元，AI订单341亿美元；四季度经过AI优化之后的服务器营收90亿美元。公司将年度股票分红提高 20%，将股票回购规模扩大100亿美元。公司预计2027财年营收1380亿~1420亿美元，分析师预期1262.8 亿美元；预计2027财年经AI优化的服务器营收将达到约500亿美元；预计一季度营收3 ...

今日提示 ·国务院新闻办公室将于2月27日下午3时举行国务院政策例行吹风会，介绍2025年国务院部门办理全国 人大代表建议和全国政协提案工作有关情况。 ·2026银发文旅创新发展大会暨全域生态融合产业展于2月27日举办。 ·国际指数编制公司MSCI近日公布了2026年2月的指数季度调整结果，MSCI中国A股指数新纳入33只股 票，同时剔除9只股票。本次调整于2月27日收盘后生效。 ·多瑞医药发布王庆太、曹晓兵要约收购结果。本次要约收购完成后，收购人及其一致行动人共计持有 多瑞医药53.90%的股权，公司股权分布仍符合上市条件，上市地位不受影响。公司股票2月27日起复 牌。 上证精选 ·国家能源局发布通知，决定将安徽省淮南市风光热储融合系统友好型新能源电站项目等43个项目、河 北省张家口市等10个城市列为新型电力系统建设能力提升试点（第一批）。 ·国家卫生健康委、农业农村部、市场监管总局近日联合发布《食品安全国家标准食品中农药最大残留 限量》（GB 2763—2026），自2026年3月1日起实施。 ·2025年，我国民用运输机场三大主要生产指标再创历史新高，全年完成旅客吞吐量152904.6万人次、货 邮吞吐 ...

Market Overview - On Thursday, the three major U.S. stock indices showed mixed performance, while the Hang Seng Index ADR rose, closing at 26,429.77 points, an increase of 48.75 points or 0.18% compared to the Hong Kong market close [1]. Company Performance - Major blue-chip stocks exhibited varied performance: HSBC Holdings closed at HKD 147.859, up 1.97% from the Hong Kong market close; Tencent Holdings closed at HKD 513.204, up 0.24% [3]. - Tencent Holdings reported a price of HKD 512.000, with a decline of 2.01%, while its ADR price was 513.204, reflecting a 0.24% increase [4]. - Alibaba Group's stock price was HKD 143.000, down 3.57%, with its ADR at 144.779, showing an increase of 1.779% [4]. - HSBC's stock price was HKD 145.000, up 1.61%, with its ADR at 147.859, reflecting a 1.97% increase [4]. - China Ping An's stock price decreased by 4.64% to HKD 67.850, while its ADR showed a slight increase of 0.49% [4]. - Meituan's stock price fell by 2.72% to HKD 80.450, with its ADR showing a minimal change of -0.03% [4].

2月26日晚间，百济神州-U（SH688235，股价263.44元，市值4058.76亿元）发布2025年度业绩快报，公司全年实现营业总收入382.05亿元，同比增长 40.4%；归属于母公司所有者的净利润14.22亿元，较上年同期的净亏损49.78亿元实现扭亏为盈。 | 项目 | 本报告期 | 上年同期 | 增减变动幅度(%) | | --- | --- | --- | --- | | 营业总收入 | 38,204,601 | 27,213,955 | 40.4 | | 其中:产品收入 | 37,769,870 | 26,993,842 | 39.9 | | 营业利润 | 2,562,102 | -4.161.996 | 不适用 | | 利润总额 | 2,558,155 | -4,162,650 | 不适用 | | 归属于母公司所有者的 | 1,422,185 | -4.978.287 | 不适用 | | 净利润 | | | | | 归属于母公司所有者的 扣除非经常性损益的净 | 1,381,283 | -5,379,293 | 不适用 | | 利润 | | | | 图片来源：百济神州-U公告 《每日经济新 ...

Core Viewpoint - The news highlights significant financial performance updates from various companies for the year 2025, showcasing both growth and recovery in net profits across multiple sectors, alongside notable corporate actions such as stock issuance and restructuring efforts. Performance Highlights - Huaming Equipment reported a net profit of 710 million yuan for 2025, a year-on-year increase of 15.54%, with a proposed cash dividend of 2.1 yuan per 10 shares [4] - Ziji Shenzhou achieved a net profit of 1.422 billion yuan for 2025, marking a turnaround from a previous loss [4] - Bingchuan Network posted a net profit of 479 million yuan for 2025, recovering from a loss of 247 million yuan in the previous year [5] - Zhenmao Technology's net profit surged by 582.01% to 133 million yuan [6] - Zhimingda's net profit increased by 466.74% to 110 million yuan [7] - Sanyou Medical reported a net profit of 63.29 million yuan, up 451.85% [8] - Baiaosaitu's net profit grew by 416.37% to 173 million yuan [9] - Green Harmony's net profit rose by 122.4% to 125 million yuan [10] - Juxin Technology's net profit increased by 91.95% to 205 million yuan [11] - Qiangyi Co. reported a net profit growth of 70.73% to 398 million yuan [12] - Nawei Technology's net profit increased by 64.18% to 136 million yuan [13] - Ailis reported a net profit of 2.181 billion yuan, up 52.55% [14] - Zhongchumei's net profit grew by 45.55% to 212 million yuan [15] Corporate Actions - Mingde Electronics plans to raise up to 1 billion yuan through a private placement for semiconductor projects and working capital [11] - Longpan Technology's private placement application was approved by the Shanghai Stock Exchange [11] - Guangxun Technology's private placement application was approved by the Shenzhen Stock Exchange [11] - Wangli Security decided to terminate its simplified procedure for issuing shares to specific investors for 2024 [11] - Debang Logistics applied to withdraw its stock from the Shanghai Stock Exchange and transition to the National SME Share Transfer System [12] - Dongfang Fortune's controlling shareholder plans to donate 20 million shares to Shanghai Jiao Tong University [12] - Duorui Pharmaceutical confirmed the results of a tender offer acquisition, with significant shareholding changes [12] Major Events - ST Huawen's restructuring application was accepted by the court, leading to a risk warning for its stock [3] - ST Jinglan's stock was suspended for trading due to significant price fluctuations unrelated to company performance [2] - Tianli Lithium Energy's subsidiary resumed production after completing maintenance [14] - ST Dali signed a procurement framework agreement with a leading new energy company, valued at approximately 888.79 million yuan [14]

写在文章前的声明：在本文之前的说明：本文中所列的投资信息，只是一个对基金资产净值进行排行的客观描述，并无主观倾向性，也不是投资建议，纯属 娱乐性质。 一顿操作猛如虎，基金净值已更新，谁是基金中的王者，谁又垫底，请看数据： | 基金简称 PK | | | YANNEWSGH FRANCE AND | | | --- | --- | --- | --- | --- | | 1 | 华泰柏瑞中 ... C | 2.7528 | 6.04% | 8 | | | 019455 | 2026-2-26 | | | | 2 | 华泰柏瑞中 ... A | 2.7691 | 6.03% | 8 | | | 019454 | 2026-2-26 | | | | 3 | 华泰柏瑞中韩 ... l | 2.7662 | 6.03% | 8 | | | 022681 | 2026-2-26 | | | | 4 | 广发利鑫混合C | 3.0650 | 5.44% | | | | 011172 | 2026-2-26 | | | | 5 | 广发利鑫混合A | 3.1270 | 5.43% | 8 | | | 002446 | 202 ...

格隆汇2月26日丨百济神州(688235.SH)公布，预计2026年营业收入将介于人民币436亿元至450亿元之 间，毛利率约为80%区间的高位，营业收入扣除经调整的经营成本费用将介于人民币98亿元至105亿元 之间。 ...

智通财经APP讯，百济神州(688235.SH)发布公告，综合近年来的业务发展趋势，公司预计中国企业会 计准则下2026年营业收入将介于人民币436亿元至450亿元之间，毛利率%80%区间的高位，研发费用、 销售及管理费用合计将介于人民币333亿元至348亿元之间，营业收入扣除营业成本、研发费用、销售及 管理费用、税金及附加("经营成本费用")将介于人民币46亿元至53亿元之间，营业收入扣除经调整的经 营成本费用将介于人民币98亿元至105亿元之间。 ...