随后，摩根大通将美光科技的目标价从165美元上调至185美元，维持"增持"评级。德意志银行将美光科 技的目标价从150美元上调至155美元，维持"买入"评级。(格隆汇) 美光科技(MU.US)涨超2%，报126.4美元。消息面上，由于DRAM定价环境的显著，美光科技大幅上调 2025财年第四季度业绩指引，营收预期上调至111亿至113亿美元，毛利率指引提升至44%至45%。 ...

第二季度全球免疫产品组合净收入76.31亿美元，报告基准增长9.5%，经营基准增长9.2%；虽然Humira 的净收入同比暴跌58%至12亿美元，但Skyrizi和Rinvoq分别带来了44亿美元和20亿美元的收入，同比增 长约62%和约42%。 财报显示，第二季度营收154.2亿美元，同比增长6.6%，超出市场预期3.9亿美元；非通用会计准则下每 股收益2.97美元，超出市场预期0.06美元。 经调整后，该公司二季度毛利率为84.4%，营业利润率为44.3%。 艾伯维(ABBV.US)公布了好于预期的第二季度业绩，并上调了全年盈利预期，因为该公司较新的免疫学 药物抵消了其重磅关节炎治疗药物Humira的销售大幅下滑。 与此同时，艾伯维的神经科学产品组合实现了27亿美元的净收入，同比增长约24%；尽管该公司与强生 合作开发的白血病治疗药物Imbruvica的销售额同比下降了10%，但其肿瘤产品组合的净收入增加了17亿 美元，同比增长约3%。 艾伯维还上调了2025年调整后稀释每股收益指引：从原11.67-11.87美元调升至11.88-12.08美元(市场共识 预期为11.98美元)。 ...

Group 1 - The core viewpoint of the article highlights Coca-Cola's resilient growth as demonstrated in its Q2 2025 financial report, with revenue of $12.535 billion, a 1% increase, and net profit of $3.803 billion, a 58% increase [2] - Coca-Cola updated its full-year 2025 performance guidance, expecting comparable currency-neutral earnings per share to grow by approximately 8% and earnings per share to grow by about 3%, both exceeding previous estimates [2] - The CEO emphasized strong performance in the Chinese market, noting that flagship brands and the food service channel drove overall sales growth despite a cautious consumer environment [2] Group 2 - Coca-Cola is increasing investments in China to optimize production capacity and meet the rapidly growing consumer demand, with several key projects making progress [3] - A new production base in Hainan is set to start construction by the end of the year, aimed at enhancing production efficiency and creating a more automated and intelligent green factory [3] - A new can production line at COFCO Coca-Cola in Guizhou has commenced operations, expected to add approximately 50,000 tons of annual capacity, utilizing advanced automation technology to significantly improve production efficiency [3]