每周精选 不可错过 WEEKLY NEWS IT桔子出品 1.梅卡曼德再获新融资 融资交易 01 September 星期一 西藏诺迪康药业发布公告，拟通过在香港设立全资子公司TopRidge Pharma Limited对Accuredit Therapeutics Limited（锐正基因）进行股权投资，投资金额6000万美元（全部为自有资金），持有其 40.82%的股权；诺迪康大股东关联公司CMS Medical Venture Investment（HK）Limited，投资1500万美 元，持有其10.20%的股权。锐正基因（苏州）本次A轮融资总额7500万美元，用于研发基于LNP的体内 基因编辑产品。 3.芯片封装设备研发商微见智能获超亿元B轮融资 微见智能近日完成超亿元B轮融资，新投资方包括前海金控、明势资本、力合科创，老股东海通开元、 分享投资追投，深渡资本继续担任本轮独家财务顾问。资金将主要用于产品研发，面向AI时代对传 输、存储、计算等未来先进封装方向，加大研发和产品布局力度。 微见智能成立于2019年12月，专注于高精度复杂工艺芯片封装设备研发和生产，主要产品为MV全系列 高精度固晶装备 ...

Group 1 - Global investors are increasingly optimistic about China, particularly in technology and new consumption sectors, with a significant potential for increasing exposure to Chinese stocks [1] - Morgan Stanley predicts that Hong Kong stocks and American Depositary Receipts (ADRs) will outperform A-shares by 2025, driven by AI and new consumption-related companies listed in Hong Kong [1] - The report suggests that the investability of China is improving, with a growing interest in artificial intelligence and technology themes [1] Group 2 - The founder of Renqiao Asset, Xia Junjie, expressed concerns about the overheating of the new consumption sector, citing significant stock price increases for companies like Bubble, Laopu, and Mixue [2] - Xia highlighted that the market valuations of these companies appear unreasonable compared to established brands, indicating a potential bubble in the new consumption space [2] - The report suggests that traditional consumer goods may be undervalued and presents opportunities for investment [2] Group 3 - Central Huijin has become the actual controller of eight companies, holding seven brokerage licenses, indicating a consolidation in the financial sector [3] - The establishment of the "Chengtong Science and Technology Innovation Investment Fund" marks a significant move in venture capital, with an initial scale of 10 billion yuan, focusing on new materials, advanced manufacturing, and information technology [5] - The fund aims to support early-stage technology innovation companies through a combination of equity investment and ecosystem incubation strategies [5] Group 4 - VAST, a 3D model company, secured tens of millions of dollars in Pre-A+ financing, led by the Beijing Artificial Intelligence Industry Investment Fund, to enhance its AI-driven 3D workspace [4] - The funding will be used to develop the Tripo series of large models and the Tripo Studio product, aiming to create a comprehensive ecosystem in the AI and 3D space [4] Group 5 - OpenAI announced its largest acquisition to date, acquiring AI hardware company io for $6.5 billion, with the deal expected to close by summer 2025 [7] - This acquisition aims to expand OpenAI's influence in the consumer market by developing innovative AI hardware products [7] Group 6 - Zhongyin Securities appointed its compliance director, Gai Wenguo, who has extensive experience in the financial sector, to enhance compliance oversight [8][10] - Tianfeng Securities received approval from the China Securities Regulatory Commission for a private placement of up to 4 billion yuan, indicating ongoing capital market activities [11][12][13]