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海外层面，北美巨头26年开年密集推进AI+医疗实质性产品和功能落地 1月8日，OpenAI重磅推出了ChatGPT Health，为客户提供健康咨询服务，每周超2.3亿人咨询健康问 题；1月12日，英伟达与礼来宣布将在五年内斥资10亿美元在旧金山湾区建立一个新的联合研究实验 室，以加速AI药物研发进程；1月12日，Anthropic宣布推出医疗保健和生命科学服务，使其Claude人工 智能平台的用户能够共享对其健康记录的访问权限，以便更好地了解用户的医疗信息；1月14日， OpenAI宣布1亿美元收购仅4名员工的线上医疗数据整合商Torch。 智通财经APP获悉，中邮证券发布研报称，全球药物研发外包服务市场规模将由2023年的1512亿美元进 一步增至2030年的3632亿美元，CAGR为13.3%。AI已成为新药物发现的"加速引擎"，通过预测结合 能、溶解性、毒性等关键参数，AI可以在虚拟空间中高速筛选、优化甚至从头设计出具有潜力的候选 分子或新材料，有望缩短药物发现时间。展望2026年，以晶泰、TEMPUS为代表的AI+制药赛道领军均 有望实现EBITDA首次转正，产业即将迎来估值重构期。 中邮证券主要观 ...

Core Insights - The company reported a strong third quarter with adjusted EPS of 21 cents, exceeding the expected 17 cents, and revenue of $1.18 billion, surpassing the anticipated $1.1 billion [1] - The full fiscal year revenue outlook has been raised to $4.4 billion from a previous estimate of $4.14 to $4.15 billion, with current quarter guidance set at $1.33 billion, above the street estimate of just under $1.2 billion [2] - US commercial revenue saw a significant increase of 121% year-over-year, reaching $397 million, while operating profit for the full year is now projected at $2.15 to $2.16 billion, up from the previous estimate of $1.93 billion [2][3] Financial Performance - Adjusted EBITDA for the quarter was reported at $606.5 million, significantly higher than the expected $502.1 million [1] - The company achieved a record total contract volume of $2.7 billion for the quarter, marking a 151% increase year-over-year [5] - The commercial business is outpacing growth in government contracts, which increased by 52% [10] Market Reaction - The stock price increased by approximately 3% following the earnings announcement, reflecting positive market sentiment despite concerns about valuation [3][9] - Analysts noted that the stock is viewed as expensive, with discussions around its valuation being a point of contention [10][14] Future Outlook - The company is expected to rely more on commercial revenue as government spending may face delays [4][11] - There are concerns regarding potential impacts from a government shutdown on contract pipelines, particularly in international markets [12][15] - Speculation exists around a possible stock split announcement, which could influence retail buying behavior in the coming weeks [16]

Core Insights - The article discusses the impact of changing political regimes in Washington on the economy, particularly focusing on the trend towards deregulation and the speculation surrounding its potential success [1] Group 1: Political and Economic Shifts - The shift in political regimes is influencing economic priorities, leading to speculation on the success of deregulation efforts [1]

企展控股(01808)发布公告，于2025年8月18日，公司全资附属公司企展香港于市场上以每股PLTR股份 173.19美元(不包括交易成本)购买了8000股PLTR股份，总购买价为138.6万美元。 于本公告日期，集团持有2.4万股PLTR股份。 ...

格隆汇8月20日丨企展控股(01808.HK)公告，于2025年8月18日，公司全资附属公司企展香港于市场上以 每股PLTR股份173.19美元（不包括交易成本）购买了8,000股PLTR股份，总购买价为1,385,550美元。于 本公告日期，集团持有24,000股PLTR股份。 ...

Market Overview - The Shanghai Composite Index reached a peak of 3700 points, the highest since December 2021, with the Shenzhen Component and ChiNext also hitting new yearly highs, indicating a significant market rally [1] - The total trading volume of the two markets exceeded 2 trillion yuan, marking a return to this level after 114 trading days [1] - The financial technology sector experienced substantial gains, driven by improved investor sentiment and favorable national policies [1] Financial Technology Sector - The financial technology ETF (516860) rose over 2%, with trading volume surpassing 100 million yuan, reflecting strong market interest [1] - The sector includes internet brokerages, financial IT, and payment clearing, with key companies such as Dongfang Caifu, Tonghuashun, and Hengsheng Electronics benefiting from increased market activity [1] - The correlation between business growth in the financial technology sector and market trading activity is notably positive [1] Digital Currency and AI Innovations - The digital currency sector is gaining strategic importance at the national level, with opportunities for the internationalization of the renminbi [2] - The focus on technological innovation remains a growth driver, with particular attention on AI applications, Huawei's ecosystem, and financial technology [2] - The number of new A-share accounts opened in July reached 1.96 million, a year-on-year increase of 71%, indicating a robust market environment [2] Investment Opportunities - The upcoming Huawei Connect Conference is expected to create investment opportunities in the Huawei ecosystem, with historical data suggesting potential excess returns around such events [2] - The financial technology sector is viewed as a leading indicator of market trends, with a significant increase in daily trading volume and investor risk appetite [2] - The financial technology ETF comprises 57 constituent stocks, focusing on the electronic and non-bank financial sectors, with top holdings reflecting a strong dual focus on finance and technology [3]

格隆汇8月13日丨世纪建业(00079.HK)公布，公司透过CLSIL(公司全资附属公司)于2025年8月1日及11日 在公开市场购入共800股PLTR股份，买入平均价约为每股177.51美元，总购入价为142,008美元，等值约 港币1,107,660元（不包括交易成本）。 ...

世纪建业(00079)发布公告，公司透过CLSIL(公司全资附属公司)于2025年8月1日及11日在公开市场购入 共800股PLTR股份，买入平均价约为每股177.51美元，总购入价为14.2万美元，等值约110.77万港元(不 包括交易成本)。 ...

Group 1 - The company announced the sale of a total of 30,000 shares of PLTR by its wholly-owned subsidiary, Qizhan Hong Kong, between January 22, 2025, and August 6, 2025 [1] - The sale price of the PLTR shares ranged from approximately $76.94 to $175.27 per share, excluding transaction costs [1] - The average sale price per share was about $143.34, resulting in a total sale amount of approximately $4.3003 million [1] Group 2 - As of the announcement date, the group holds 1,000 shares of PLTR [1]