从估值层面来看，港股创新药ETF跟踪的中证香港创新药指数最新市盈率（PE-TTM）仅33.09倍，处于 近5年17.18%的分位，即估值低于近5年82.82%以上的时间，处于历史低位。 数据显示，截至2025年6月30日，中证香港创新药指数(931787)前十大权重股分别为信达生物(01801)、 药明生物(02269)、百济神州(06160)、康方生物(09926)、石药集团(01093)、中国生物制药(01177)、三生 制药(01530)、翰森制药(03692)、药明康德(02359)、再鼎医药(09688)，前十大权重股合计占比67.94%。 消息面上，国家医保局将于7月1日上午10：00召开新闻发布会，介绍《支持创新药高质量发展的若干措 施》有关情况，并回答记者提问。日前，国家医保局、国家卫生健康委印发《支持创新药高质量发展的 若干措施》，其中提出，支持医保数据用于创新药研发。加强医疗、医保、医药三方信息互通与协同， 做好医保数据资源管理，推动医保领域公共数据资源利用。在确保数据安全、合法合规的基础上，探索 为创新药研发提供必要的医保数据服务。 截至2025年7月1日 09:48，港股创新药ETF( ...

智通财经7月1日电，杭州气象台2025年07月01日09时08分发布高温橙色预警信号：受副热带高压控制， 预计今天拱墅区、西湖区、上城区、滨江区大部分街道最高气温可达38℃左右，请注意做好防暑降温工 作。 杭州发布今年首个高温橙色预警 ...

金十数据7月1日讯，据中指研究院数据显示，2025年上半年百强企业拿地总额5065.5亿元，同比增长 33.3%。拿地企业仍以央国企为主，从新增货值来看，保利发展、绿城中国和中国金茂位列前三。 中指研究院：25年上半年百强房企拿地总额总额5065.5亿元 同比增长33.3% ...

| 日期 | 融资融券余额 | 较上一交易日增减 | 融资余额 | 融资余额较上一交易日 | 融券余额 | | --- | --- | --- | --- | --- | --- | | | （万元） | （万元） | （万元） | 增减（万元） | （万元） | | 2025.06.30 | 581405.89 | 3963.83 | 581337.94 | 3988.26 | 67.95 | | 2025.06.27 | 577442.06 | 751.82 | 577349.69 | 733.08 | 92.37 | | 2025.06.26 | 576690.24 | 18091.01 | 576616.61 | 18111.87 | 73.63 | | 2025.06.25 | 558599.22 | 11409.63 | 558504.74 | 11412.36 | 94.48 | | 2025.06.24 | 547189.59 | 370.68 | 547092.38 | 362.97 | 97.21 | | 2025.06.23 | 546818.91 | 10224.96 | 546729 ...

风险提示：以上内容仅作为作者或者嘉宾的观点，不代表和讯的任何立场，不构成与和讯相关的任何投 资建议。在作出任何投资决定前，投资者应根据自身情况考虑投资产品相关的风险因素，并于需要时咨 询专业投资顾问意见。和讯竭力但不能证实上述内容的真实性、准确性和原创性，对此和讯不做任何保 证和承诺。 本文由 AI 算法生成，仅作参考，不涉投资建议，使用风险自担 股票名称["广大特材"] 板块名称["科创板","钢铁行业"] 广大特材、业绩预增、风电行业 看多看空广大特材2025年中报业绩预告显示扣非净利润最高预增超23倍，预计上半年营业收入和 净利润大幅增加。公司下游需求旺盛，产销两旺，产品结构优化与降本增效，募投项目效益显 现。公司所处赛道优质，未来发展前景广阔，且实施股份回购计划彰显信心。虽行业有周期性风 险，但整体业绩增长态势良好。 截至目前，两市20多家公司发布2025年中报业绩预告，13家扣非净利润预增，广大特材扣非净利润最高 预增超23倍。初步测算，上半年营收约25亿元，同比增32.91%；净利润约2亿元，同比增367.51%；扣 非归母净利润约1.95亿元，同比增约2342.81%，主要因下游需求旺盛、产品结 ...

截至2025年7月1日 09:30，国证证券龙头指数(399437)上涨0.02%，成分股华林证券(002945)上涨 0.56%，东兴证券(601198)上涨0.27%，国泰海通(601211)上涨0.26%，方正证券(601901)上涨0.25%，申 万宏源(000166)上涨0.20%。证券ETF龙头(159993)多空胶着，最新报价1.21元。拉长时间看，截至2025 年6月30日，证券ETF龙头近1周累计上涨5.59%。 券商板块近日强势吸金，证券ETF龙头(159993)昨日场外资金净申购1.6亿份，资金流入方面，证券ETF 龙头最新资金净流入1.93亿元。份额方面，证券ETF龙头最新份额达16.93亿份，创近1年新高。 证券ETF龙头紧密跟踪国证证券龙头指数，为反映沪深市场证券主题优质上市公司的市场表现，并为投 资者提供更丰富的指数化投资工具，编制国证证券龙头指数。 数据显示，截至2025年6月30日，国证证券龙头指数(399437)前十大权重股分别为东方财富(300059)、中 信证券(600030)、华泰证券(601688)、招商证券(600999)、国泰海通(601211)、广发证券(00 ...

【导读】日韩股市涨跌不一，韩国KOSPI指数一度涨超1.9% 一起来看下日韩股市的最新市场情况及资讯。 周二公布的数据显示，在人工智能热潮的推动下，市场对高性能计算芯片的需求强劲，6月份韩国半导体出货量同比增长12%。 日经225指数跌超1% 7月1日早间，日本股市开盘下挫，日经225指数跌超1%。 韩国KOSPI指数一度涨超1.9% 7月1日早间，韩国KOSPI指数高开后持续拉升，一度涨超1.9%。 消息面上，韩国6月份出口同比增长4.3%，预估为5.1%；进口同比增长3.3%，预估为5.6%。 韩国6月份出口反弹，主要得益于半导体出货量强劲，这表明在全球贸易因美国加征关税而承压的挑战下，韩国经济仍具韧性。 根据韩国产业通商资源部周二公布的初步数据，韩国6月份出口额同比增长4.3%至598亿美元，而5月份为下降1.3%。该出口增幅低于媒体调查的预期中 值，即增长4.9%。进口额也增长，同比上升3.3%至507.2亿美元。这使得6月份的贸易顺差达到90.8亿美元，5月修正后的贸易顺差为69.3亿美元。 消息面上，日本央行发布的数据显示，日本6月份大型制造商信心指数报13，预估为10；而大型非制造商信心指数从3 ...

OPPO近日宣布旗下智能助理小布助手正式上线深度执行能力，用户只需要在小布助手对话框内输入一 句话，即可免费体验到由 AI自主规划、寻源检索之后一键式生成的专业报告。小布助手也是业界首个 上线深度执行的手机助手类产品，目前，该功能已覆盖OPPO Find X8系列、OPPO Find N5系列和一加 13系列ColorOS 15.0及以上版本机型。 ...

Company Overview - DRC Medicine Ltd. is an innovative healthcare and biotechnology company based in Tokyo, Japan, focusing on advanced medical technologies to address global health challenges [3][10] - The company is known for its proprietary Hydro Silver Titanium® technology, which is being developed into therapeutic masks for seasonal allergic rhinitis and a pipeline of In Vitro Diagnostic (IVD) kits for infectious diseases and allergen detection [3][10] - DRC Medicine is also negotiating to acquire an innovative ATP-enhancing drug for Parkinson's disease, currently in clinical trials [3][10] Business Combination Agreement - DRC Medicine has entered into a business combination agreement with Ribbon Acquisition Corp., a special purpose acquisition company, which will lead to DRC becoming publicly traded [2][4] - The proposed transaction implies a pre-money equity value of approximately $350 million for DRC on a fully diluted basis and is expected to provide around $50 million in cash from Ribbon's IPO proceeds [6][8] - Current shareholders of DRC Medicine will retain 100% of their equity and will own approximately 82.91% of the combined company on a pro forma basis, assuming no redemptions by Ribbon's shareholders [6][8] Strategic Focus and Market Trends - The company aims to invest in more IVD kits paired with AI-powered applications to enhance universal diagnostics, addressing the rising demand for better respiratory protection and faster, more accurate IVD kits [4] - DRC's management believes that the growth of airborne allergens, respiratory diseases, and infectious diseases presents significant market opportunities [4] - The combined company is expected to leverage its experienced management team and technology specialists to innovate and expand its healthcare and biotechnology applications in the global market [4]

Core Insights - The article emphasizes that weight gain and difficulty in losing weight are not solely due to lack of willpower or self-discipline, but are significantly influenced by emotional stress and anxiety [2][3][4] - It suggests that the pursuit of weight loss should be approached with a focus on mental well-being and self-acceptance rather than strict dieting [5][6] Group 1: Emotional Eating and Anxiety - Modern anxiety drives individuals to seek comfort through eating, often leading to emotional eating, where high-sugar and high-fat foods are preferred for their immediate gratification [10][11] - A cycle of anxiety, binge eating, and guilt can develop, resulting in long-term eating disorders and diminished executive function in the brain [12][14] - Chronic anxiety can lead to a disconnection from bodily signals, making it difficult to recognize true hunger or fatigue [15][23][25] Group 2: Hormonal and Biological Factors - Leptin resistance occurs under chronic stress, where the brain fails to receive signals indicating sufficient energy, leading to persistent feelings of hunger [16][18] - The modern diet has increased the omega-6 to omega-3 ratio significantly, contributing to inflammation and further exacerbating leptin resistance [19][21] - High cortisol levels from chronic stress can raise the body's set point for weight, making it harder to lose weight and promoting fat storage [30][32][33] Group 3: Strategies for Weight Management - The article advocates for consuming whole, unprocessed foods that are familiar and simple, as they are more effective for weight management than complex health foods [37] - Recognizing emotional hunger versus physical hunger is crucial for breaking the cycle of binge eating [39][41] - Long-term self-care practices, such as improving sleep quality and engaging in enjoyable activities, can help lower cortisol levels and promote a healthier relationship with food [43][44]