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美股盘前要点 | 现货黄金突破3800美元创新高!“巴菲特指标”飙升至约218%
Ge Long Hui· 2025-09-29 12:27
Group 1: Market Overview - U.S. stock index futures are all up, with Nasdaq futures rising by 0.66%, S&P 500 futures up by 0.51%, and Dow futures increasing by 0.45% [1] - European stock indices show mixed results, with Germany's DAX down by 0.06%, UK's FTSE 100 up by 0.44%, France's CAC up by 0.21%, and the Euro Stoxx 50 up by 0.07% [1] - The "Buffett Indicator," which measures U.S. stock valuation, has surged to approximately 218%, reaching a record high and indicating a "dangerous" market entry point [1] Group 2: Economic Indicators and Predictions - Goldman Sachs predicts a potential acceleration in the U.S. economy, forecasting a 25 basis point rate cut by the Federal Reserve in both October and December [1] - The U.S. government is reportedly considering imposing taxes on foreign electronic products based on the number of embedded chips [1] Group 3: Company Developments - Apple is reportedly developing a ChatGPT-like application for internal testing of a new version of Siri [1] - Notable journalist Gurman indicates that Apple may launch the iPhone 17e in the first half of next year, featuring the A19 chip [1] - OpenAI's CEO, Huang Renxun, suggests that OpenAI could become the next trillion-dollar company, expressing regret for not investing earlier [1] - Samsung is reducing prices for its 2nm chips, offering them at $20,000 per wafer, which is 33% cheaper than TSMC [1] Group 4: Sales and Market Activity - Toyota's global sales in August increased by 2.2% year-on-year, reaching 844,963 vehicles, marking the eighth consecutive month of growth [1] - Tmall will begin pre-sales for the 2025 Double 11 shopping festival on October 15, with actual sales starting on October 20 [1] - JD.com will officially launch its 2025 Double 11 shopping festival on the evening of October 9, two days earlier than last year [1] Group 5: Corporate Transactions - Occidental Petroleum is in talks to sell its chemical division, OxyChem, with a transaction value of at least $10 billion [1]
新诺威(300765.SZ):控股子公司仑卡奈单抗注射液获得药物临床试验批准通知书
Ge Long Hui A P P· 2025-09-25 08:48
Core Viewpoint - New Horizon (300765.SZ) announced that its subsidiary, Giant Stone Biopharmaceutical Co., Ltd., has received approval from the National Medical Products Administration for the clinical trial of Lecanemab injection, marking it as the first biosimilar of Lecanemab in China [1] Group 1: Product Development - The product is a recombinant anti-human beta-amyloid monoclonal antibody, indicated for the treatment of mild cognitive impairment and mild dementia due to Alzheimer's disease [1] - The clinical trial approval is based on the adherence to the relevant research guidelines for biosimilars, ensuring the product's quality, safety, and efficacy are highly similar to the reference drug [1] Group 2: Market Position - This approval positions the company as the first in China to obtain clinical licensing for a Lecanemab injection biosimilar, potentially enhancing its competitive edge in the Alzheimer's treatment market [1]
新诺威:仑卡奈单抗注射液获药物临床试验批准
Xin Lang Cai Jing· 2025-09-25 08:35
Core Viewpoint - The announcement indicates that the subsidiary of XinNuoWei, Shiyao Group Jushi Biopharmaceutical Co., Ltd., has received approval from the National Medical Products Administration for the clinical trial of Lecanemab injection, a monoclonal antibody drug targeting human beta-amyloid, which is a biosimilar to Leqembi® [1] Group 1 - The drug Lecanemab injection is intended for the treatment of mild cognitive impairment and mild dementia due to Alzheimer's disease [1] - The clinical trials for Lecanemab injection are set to commence shortly following the approval [1]