总体来看，个股呈普涨态势，上涨个股近4900只。截至午间收盘，沪指报3880.22，涨1.13%；深成指报12841.60点，涨 2.04%；创指报3005.23点，涨2.60%。盘面上，F5G概念、CPO、光纤概念涨幅居前，中船系、机场航运、养殖业板块跌幅居 前。 三大指数早盘高开高走，深成指、创指双双涨超2%，沪指涨超1%。 板块方面，算力硬件股冲高走强，特发信息3连板；AI应用概念再度爆发，实达集团4连板，欢瑞世纪3连板；贵金属板块 拉升，西部黄金涨幅居前；抗流感概念持续走高，金迪克、海南海药、广济药业、特一药业涨停；下跌方面，中船系回调，中 船汉光领跌；水产概念调整，中水渔业跌停。 ...

Core Insights - The FDA's approval of Itvisma (onasemnogene abeparvovec-brve) is a significant advancement for families affected by spinal muscular atrophy (SMA), marking the first gene replacement therapy available for a broader SMA population, including children aged two and older, teens, and adults [1][2] - Itvisma is an intrathecal formulation of Zolgensma, previously approved for infants, allowing safe and effective delivery of gene therapy to older patients for the first time [1][2] - The Muscular Dystrophy Association (MDA) has played a crucial role in supporting foundational research that led to this breakthrough, having invested nearly $51 million in SMA research since its inception [3] Company and Industry Overview - The MDA has been the largest nonprofit supporter of research for over 300 neuromuscular diseases, including SMA, for nearly 75 years, demonstrating a long-standing commitment to advancing treatment options [3][9] - The approval of Itvisma reflects the collaborative efforts of scientists, clinicians, and industry partners, showcasing the potential of precision genetic treatments for neuromuscular diseases [2][4] - SMA is a rare genetic neuromuscular disease that leads to progressive muscle weakness and is one of the leading genetic causes of infant mortality, but recent advancements have significantly improved patient outcomes and quality of life [5]

Market Overview - U.S. stock futures increased on Monday, continuing Friday's gains, driven by optimism regarding a potential December rate cut suggested by New York Fed President John Williams [1] - The Dow Jones Industrial Average rose 0.44% to 46,448.27, the S&P 500 increased by 1.5% to 6,705.12, and the Nasdaq jumped 2.69% to 22,872.00 [1] Semiconductor Sector - The semiconductor sector experienced a boost as hopes for a December Fed rate cut lifted tech stocks, with supportive comments from Federal Reserve Governor Christopher Waller further fueling the rally [2] Broadcom Inc. - Broadcom's stock surged 11.10% to close at $377.96, reaching an intraday high of $382 and a low of $347.66, with a 52-week high of $386.48 and a low of $138.10; in after-hours trading, the stock rose 1.49% to $383.60 [1] Alphabet Inc. - Alphabet's Class C shares climbed 6.28% to close at $318.47, hitting a new 52-week high of $319.80, with a low of $142.66; after-hours trading saw a gain of 2.65% to $326.90 [3][4] - Alphabet's Class A shares ended the day 6.3% higher at $318.58, gaining 2.6% to $327 in extended trading [3] - The company is reportedly in talks with Meta and other cloud clients to supply Google's AI TPU chips, indicating increased competition with Nvidia; Alphabet shares rose about 2% after-hours while Nvidia slipped roughly 2% [4] SanDisk Corporation - SanDisk's stock rose 13.33% to $226.96, with a high of $228.18 and a low of $205.13; the stock's 52-week high is $284.76 and a low of $27.90, popping 7.29% to $243.50 in after-hours trading [5][6] - SanDisk was added to the S&P 500, replacing Interpublic Group after its acquisition by Omnicom, effective November 28; PTC Therapeutics will replace SanDisk in the S&P SmallCap 600 [6] - The company reported strong fourth-quarter results on November 6, beating revenue and EPS estimates for the eighth time in ten quarters [6] Novo Nordisk A/S - Novo Nordisk shares fell 5.58% to $44.97, with a high of $45.22 and a low of $43.08; the stock's 52-week high is $112.52 [7][8] - The company reported that its 2-year evoke and evoke+ trials did not show semaglutide to be superior to placebo in slowing Alzheimer's disease progression, despite improvements in biomarkers; the 1-year extension phase will be discontinued [8] Zoom Communications Inc. - Zoom's stock dipped slightly by 0.04% to close at $78.60, with an intraday high of $80.27 and a low of $78.59; the stock's 52-week high is $92.80 [10][11] - The company reported third-quarter revenue of $1.23 billion and adjusted earnings of $1.52 per share, beating forecasts; enterprise revenue rose 6.1% year-over-year, ending the quarter with 4,363 large customers and generating $629.3 million in operating cash flow [11]

长三角地区依托雄厚的产业基础、完善的配套设施和活跃的民营经济，以高端制造与科技创新为引领， 在高新技术产品上形成了集群优势。该地区以上海为龙头，苏浙皖各展所长，江海联运与港口群联 动，"研发—转化—制造"全链条协同，通过制度型开放与数字经济赋能，不断提升在价值链中的附加 值。这种发展路径有赖于强大的地区创新能力和内生增长动力、高效的域内要素配置及良好的营商环 境。 粤港澳大湾区则充分发挥了港澳区位优势和"一国两制"制度优势。其独特禀赋体现在高度国际化、市场 化以及作为联通国内国际循环的桥梁。该地区依托香港的国际金融、国际枢纽港和国际贸易中心地位， 在传统优势产业基础上，以机电产品和"新三样"为出口主力，实现了高效的跨境物流与规则衔接，加上 珠三角地区作为世界级制造业基地的实力，不断整合资源，巩固其全球供应链与贸易枢纽的地位，深度 融入国际经济合作。 今年以来，面对复杂的国际经贸环境，长三角、粤港澳大湾区、京津冀，这三大重要经济区域，凭借各 具特色的产业禀赋与区位特点取得了令人振奋的外贸成绩。作为国家经济发展的战略支点，三大区域通 过功能互补、协同联动，构建起"各美其美""美美与共"的发展格局，共同服务于国家整 ...

Largest prospective clinical trial to-date in a rare subtype of GIST ROCKVILLE, Md. and SUZHOU, China, Nov. 24, 2025 (GLOBE NEWSWIRE) -- Ascentage Pharma Group International Inc. (NASDAQ: AAPG; HKEX: 6855), a global, commercial stage, integrated biopharmaceutical company engaged in the discovery, development and commercialization of novel, differentiated therapies to address unmet medical needs in cancer, announced the publication of clinical and translational data from a Phase Ib study (NCT03594422) on the ...

Market Overview - Wall Street experienced a solid rebound, with the Nasdaq rising by 2.6%, the S&P 500 increasing by 1.5%, and the Dow adding 0.4% [3] - Nine of the eleven S&P sectors finished higher, with Communication Services leading the gains [3] - The VIX index slid toward 20, easing fears of an imminent AI bubble burst, contributing to bullish market sentiment [3] Company-Specific Developments - Tesla's stock rallied after Elon Musk emphasized the company's advancements in AI chip design [3] - Novo Nordisk's stock declined after the company reported that its pill version of the weight-loss drug Ozempic did not slow Alzheimer's progression in two large studies [3] - Credo Technology and Broadcom saw stock price increases as semiconductor and AI-linked companies surged [3] Notable Investor Activity - Michael Burry, known for his "Big Short" investment strategy, launched a Substack newsletter titled "Cassandra Unchained," which aims to provide market analysis and projections [3] - Burry's newsletter is expected to offer insights into market trends and bubble-spotting through a historical perspective [3] Industry Financing Projections - HSBC estimates that OpenAI may require $207 billion in new financing by 2030, driven by projected compute capacity and rental costs [4] - Analysts highlighted the importance of flexibility for OpenAI in adjusting commitments based on demand, revenue, and access to capital [4]

You note the bull market just hit its three-year anniversary and historically you say that is a positive milestone. So let's start there. I'll double barrel this one.>> Sure. >> One, just walk me through that. Explain that.Why is that a positive milestone. And two, I guess Kevin, if I'm an investor, I hear that and I wonder, okay, so what what are though some big risks that could maybe break that pattern. >> Yeah.Anytime I see a significant milestone like that reached in the market, Josh, I turn to my resea ...

For more on the moves, Missouo healthcare strategist Jared Holes joins us here on set. Jared, great to have you with us. It felt like the bar was sort of low when it comes to Novo and the Alzheimer's data and yet the stock is moving this much lower.I mean, what what do you need to see at this point. What do I mean, is it a value trap here. I >> think you just need to see some resurrection of of its obesity drug in terms of revenue, right.Like it's hard to believe we're at four to five year lows with in the ...

For more on the moves, Missouo healthcare strategist Jared Holes joins us here on set. Jared, great to have you with us. It felt like the bar was sort of low when it comes to Novo and the Alzheimer's data and yet the stock is moving this much lower.I mean, what what do you need to see at this point. What do I mean, is it a value trap here. I >> think you just need to see some resurrection of of its obesity drug in terms of revenue, right.Like it's hard to believe we're at four to five year lows with in the ...

Market Overview - Indexes experienced a rise at the beginning of the holiday-shortened week, continuing gains from the previous Friday, although the impact of a sharp sell-off from last week was not fully recovered [1] - The S&P 500 and Nasdaq composite nearly regained their 50-day moving average, while the Dow finished just below this key level [1] AI Sector Insights - Concerns are emerging regarding Google's Gemini 3, which may pose risks to leading AI stocks, indicating a potential shift in market dynamics [2] - The AI sector is facing a critical moment, with five reasons identified that raise concerns about a possible AI bubble, particularly affecting stocks like Nvidia [4] - Nvidia's stock performance is under scrutiny as it fluctuates amid broader AI stock trade challenges, with recent developments regarding chip sales to China adding to the volatility [4]