Core Viewpoint - Tempus AI has emerged as a notable player in the healthcare IPO space, distinguishing itself from typical biotech companies by generating significant revenue and showing strong profitability improvements [1][2]. Financial Performance - In Q2 2025, Tempus generated sales of just under $315 million, reflecting a growth rate of nearly 90%, surpassing Wall Street's estimate of around 79% [3]. - The company's adjusted gross margin increased to 62.8%, up from 61.4% in Q1 2025 and 56.8% in Q2 2024 [4]. - Tempus improved its adjusted EBITDA margin to -1.8%, compared to -6.3% in Q1 2025 and -18.8% in Q2 2024 [4]. - The firm raised its full-year revenue guidance from $1.25 billion to $1.26 billion [4]. Profitability Outlook - Tempus is on track to generate $5 million of adjusted EBITDA in 2025, a significant improvement from an adjusted EBITDA loss of $110 million in 2024 [5]. - The company is experiencing robust demand growth for its offerings, indicating a positive trajectory towards achieving adjusted operating profitability this year [5]. Analyst Ratings and Price Targets - Morgan Stanley raised its price target for Tempus from $65 to $68 following the Q2 earnings release, while the MarketBeat consensus price target is slightly over $65, suggesting a potential downside from the current price [6]. - The average target among analysts updated since June 25 is approximately $68.60, indicating just over 3% upside potential [7]. Long-Term Growth Potential - Despite short-term challenges, Tempus AI has a significant long-term opportunity, as pharmaceutical and biotechnology companies spent $276 billion on R&D in 2021, which could translate into revenue for Tempus as it enhances R&D efforts [9]. - The expected revenue of $1.26 billion in 2025 represents a small fraction of the total R&D spending, highlighting a substantial runway for long-term revenue growth [10].

智通财经APP讯，创新医疗(002173.SZ)发布股价异动公告称，公司2021年初参与投资设立了博灵脑机 (杭州)科技有限公司(简称"博灵脑机")，公司持有博灵脑机40%的股权。博灵脑机主要从事脑机接口核 心技术研发和相关产品的设计生产，现阶段的技术产品主要应用于医疗康复领域。截止公告日，博灵脑 机产品尚未正式上市，仅因与科研机构合作而销售少量产品。2023年、2024年，博灵脑机的经营亏损分 别为660.17万元、866.41万元。 ...

Core Insights - BlackRock reported a total market value of $5.25 trillion for its Q2 2025 holdings, up from $4.76 trillion in the previous quarter, reflecting a quarter-over-quarter increase of 0.112% [1][2] - The fund added 265 new stocks, increased holdings in 2,144 stocks, reduced holdings in 2,649 stocks, and completely sold out of 238 stocks during the quarter [1][2] - The top ten holdings accounted for 28.07% of the total market value [1][2] Holdings Overview - The top five holdings included NVIDIA (NVDA) with approximately 1.91 billion shares valued at about $301.73 billion, Microsoft (MSFT) with approximately 582 million shares valued at about $289.28 billion, Apple (AAPL) with approximately 1.15 billion shares valued at about $235.71 billion, Amazon (AMZN) with approximately 713 million shares valued at about $156.39 billion, and Meta (META) with approximately 166 million shares valued at about $122.77 billion [3][4] - The top ten holdings also featured Broadcom (AVGO), Alphabet Class A (GOOGL), Tesla (TSLA), Alphabet Class C (GOOG), and JPMorgan Chase (JPM) [3][4] Trading Activity - The top five purchases by percentage change included NVIDIA, Broadcom, Netflix (NFLX), Amazon, and Tesla [5][6] - The top five sales by value included Procter & Gamble (PG), Visa (V), Chevron (CVX), Merck (MRK), and Thermo Fisher Scientific (TMO) [5][6] - The turnover rate for the portfolio was 8.83%, with a time held for the top 20 holdings averaging 22.3 quarters [2][4]

将于9月10日至14日举行的2025年中国国际服务贸易交易会（下称"服贸会"）健康卫生服务专题，将设 置"智疗云枢前瞻矩阵""全民健康服务矩阵"两大展示体验区，专题展迎来全面升级。同时，今年专题还 将重点梳理"北京服务"品牌案例进行集中展示。 "在'智疗云枢前瞻矩阵'中，最值得关注的是北京市今年获批国家人工智能应用中试基地项目。"在8月 13日举行的2025年服贸会健康卫生服务专题媒体通气会上，北京市卫生健康委员会一级巡视员郑晋普介 绍，在服务能力展示区，将场景化、实例化呈现精准诊疗和生物医药AI研发全流程15个环节，选取诊 断大模型、AI成果转化等先进案例，凸显数据标注、智能监测等服务能力；在人工智能互动体验区， 面向普通观众和专业观众分别设立体验区，满足不同需求观众体验需求。 "专题更加突出供需对接功能，在展区内设置洽谈区，为企业与采购方提供现场自由磋商的空间。在中 试基地展区，创新搭建供需对接平台，形成服务管家和产品名片，强化以服务为导向，推动健康产业供 需匹配，加速创新技术成果转化落地。"郑晋普说。 展会期间，还将举行多场会议论坛和配套活动。在会议方面，中国医院协会常务副会长毛群安介绍，今 年服贸会期 ...

资金流向方面，今日主力资金净流入1.09亿元，占比成交额6.54%。其中，超大单净流入8233.52万元、 占成交额4.93%，大单净流入2691.33万元、占成交额1.61%，中单净流出流出8469.74万元、占成交额 5.07%，小单净流出2455.11万元、占成交额1.47%。 塞力医疗最新一期业绩显示，截至2025一季报，公司营业总收入2.87亿元、同比减少40.75%，归属净利 润1432.09万元，同比减少553.66%，扣非净利润2846.33万元，同比减少3228.81%，流动比率1.931、速 动比率1.591、资产负债率58.57%。 金融界消息 截至2025年8月13日收盘，塞力医疗（603716）报收于31.09元，上涨6.55%，换手率 29.12%，成交量55.62万手，成交金额16.71亿元。 通过天眼查大数据分析，塞力斯医疗科技集团股份有限公司共对外投资了70家企业，参与招投标项目 146次，知识产权方面有商标信息9条，专利信息7条，此外企业还拥有行政许可26个。 来源：金融界 天眼查商业履历信息显示，塞力斯医疗科技集团股份有限公司，成立于2004年，位于武汉市，是一家以 从事 ...

Core Insights - The AI healthcare sector is rapidly evolving, with significant developments and collaborations among major companies in the industry [1][4][5] Group 1: AI Healthcare Developments - On June 30, Shanghai Ruijin Hospital and Huawei open-sourced the core visual model of the RuiPath pathology model, covering seven major cancer types and addressing 90% of new cancer cases in China annually [1] - The RuiPath pathology model, launched on February 18, is based on Huawei's DCSAI solution and has shown over 90% accuracy in answering common diagnostic questions [1] - Major tech companies, including Tencent and Baidu, are actively launching AI healthcare products, indicating a competitive landscape [4] Group 2: Market Growth and Predictions - The AI healthcare market in China is projected to grow from 8.8 billion yuan in 2023 to 315.7 billion yuan by 2033, with a compound annual growth rate (CAGR) of 43.1% [5] - The market for AI health management is expected to exceed 10 trillion yuan, potentially reaching 25.9 trillion yuan by 2027, with a CAGR of over 20% [5] Group 3: Policy and Technological Drivers - The Chinese government is emphasizing AI in healthcare through policies, including the "14th Five-Year Plan" for health information technology, which supports AI applications in various medical scenarios [6] - Technological advancements, particularly in large models and multi-modal technologies, are enhancing diagnostic accuracy and treatment personalization [6] Group 4: Investment Opportunities - Numerous A-share companies are collaborating with Huawei on AI healthcare initiatives, indicating a growing interest in this sector [7] - Companies like Anbiping and Lianying Medical are actively engaging with institutional investors, highlighting the potential for growth and innovation in AI healthcare [7]

导读： Nature作者 波士顿大学 Ji-Xin Cheng教授、东京大学 Yasuyuki Ozeki教授 莅临，揭秘相干拉曼技术的前世今生。 特别提示 微信机制调整，点击顶部"仪器信息网" → 右上方"…" → 设为 ★ 星标，否则很可能无法看到我们的推送。 近 日 ， 哥 伦 比 亚 大 学 Wei Min 教 授 团 队 联 合 波 士 顿 大 学 J i-Xin Cheng 教 授 和 东 京 大 学 Yasuyuk i Ozek i 教 授 ， 在 顶 刊 Nature Photonics发 表 题为 Theor y , innovations and appl ications of s timulated Raman scattering microscopy 的综述，系统揭秘了 相干拉曼——这项被称为光学成像 "超级显微镜" 的技术，凭借 "看分子振动、无标记成像、超高速分辨" 三大核心优势，正彻底改变生物医 学、材料科学和环境监测的研究范式。 为探讨拉曼等技术的前沿突破与应用未来， 第二届化学成像前沿科技及应用高端论坛 将于2025年8月14日至16日在苏州盛大召开， 仪 器 信 息网将 ...

Core Insights - The social security fund has disclosed its stock holdings for the second quarter, appearing in the top ten shareholders of six stocks on the Sci-Tech Innovation Board, with a total holding of 20.43 million shares valued at 1.063 billion yuan [1][2] Group 1: Stock Holdings - The social security fund increased its holdings in four stocks and maintained its position in one stock, while entering one new stock [1] - The stock with the highest holding ratio is Nanwei Medical, accounting for 4.89% of the circulating shares, followed by Zhongchumei at 3.45% [1] - The total market value of the holdings is led by Nanwei Medical at 620 million yuan, followed by Yingshi Network at 136.73 million yuan and Zhongchumei at 92.096 million yuan [1][2] Group 2: Performance Metrics - Among the stocks held by the social security fund, six reported year-on-year net profit growth in the first half of the year, with the highest growth seen in Rongzhi Rixin at 2063.42% [1] - The average increase in the share prices of the stocks held by the social security fund since July is 23.86%, with Dingtong Technology showing the highest cumulative increase of 63.30% [2] - Other notable stock performances include Nanwei Medical and Rongzhi Rixin, which increased by 41.88% and 19.35%, respectively [2]

Core Points - The company will pay interest on its convertible bonds on August 21, 2025, for the period from August 21, 2024, to August 20, 2025 [1][2] - The total amount of the convertible bonds issued is 543.31 million yuan, with a face value of 100 yuan per bond [1][4] - The coupon rate for the fifth year is set at 2.50%, resulting in an interest payment of 2.50 yuan per bond (before tax) [2][4] Summary by Sections Bond Information - The convertible bonds are named "塞力转债" with a code of 113601, and they can be converted into A-shares of the company [1][4] - The bonds were issued on August 21, 2020, and will mature on August 20, 2026 [1][4] - The bond's initial conversion price was 16.98 yuan per share, while the latest conversion price is 12.00 yuan per share [4] Interest Payment Details - Interest will be paid annually, with the first payment occurring on August 21, 2021 [2][5] - The interest payment dates are as follows: - Record date: August 20, 2025 - Ex-dividend date: August 21, 2025 - Payment date: August 21, 2025 [2][4] Taxation Information - Individual investors are subject to a 20% tax on interest income, resulting in a net payment of 2.00 yuan per bond after tax [6][7] - Non-resident enterprises are exempt from corporate income tax on interest income until December 31, 2025 [7] Contact Information - The company is located at 1310 Jinshan Avenue, Dongxihu District, Wuhan, and can be contacted via email at ir@thalys.net.cn [7][8]

Group 1 - The mayor emphasized the importance of integrating technological and industrial innovation to create new development advantages and accelerate the construction of a more innovative city [1] - Yao Gaoyuan highlighted the need for companies to seize opportunities in artificial intelligence, enhance innovation capabilities in niche markets, and achieve forward-looking technological layouts [1] - The focus is on improving collaborative innovation mechanisms among research institutions and enterprises to enhance industry data resource integration and promote the application of core technologies [1] Group 2 - Hangzhou Juhua Technology Co., Ltd. specializes in the research, production, and sales of energy IoT devices, providing services through an energy management cloud platform [2] - The mayor pointed out the necessity of supporting enterprises in boldly innovating across product services, business models, and management practices [2] - There is a call to establish a diversified investment system for technological innovation involving government, enterprises, universities, and research institutions to stimulate high-quality development [2]