格隆汇8月28日｜礼来已在英国暂停发货减肥药Mounjaro，该药物的新一轮价格上调将于下个月生效。 为了管理其供应并确保患者能够持续获得药物，公司已为从其订购药品的药房和供应商预留了配给。礼 来表示，已采取法律保护措施，防止供应商不当囤积药品。公司将于9月1日恢复订单。在白宫敦促制药 商提高欧洲药品价格，以便为美国降价留出空间之际，礼来公司计划在9月份将该药物在英国的定价提 高至多170%。该药物最高剂量一个月的供应价格将从122英镑上涨至330英镑(约合164.81美元至445.80 美元)。 ...

Market Overview - US economic data suppresses stock market gains, with the Dow approaching record highs while the S&P 500 and Nasdaq decline [1] - Trump threatens high tariffs on semiconductors, causing chip index to drop over 2% [1] - Intel rises nearly 3% amid speculation of potential government investment, gaining 10% over two days [1] - UnitedHealth, favored by Buffett and others, sees a 12% increase, marking its largest gain in five years [1] - Sunrun, a solar company, surges nearly 33% [1] - US consumer confidence data leads to a two-week high in 10-year Treasury yields [1] - Bitcoin drops over $2000, falling below $117,000 [1] - Gold experiences its first weekly decline in three weeks, with futures down over 3% [1] Key News - The People's Bank of China emphasizes the implementation of moderately loose monetary policy [8] - China's July economic data shows retail sales, industrial output, fixed asset investment, and real estate sales all below previous values [9] - The average price of second-hand homes in first-tier cities in China sees an expanded decline [9] - US and Russian presidents conclude a small-scale meeting in Alaska, with positive remarks on the progress of negotiations [10] Retail Sales and Consumer Confidence - US retail sales in July increase by 0.5%, marking the tenth consecutive month of growth [11] - Michigan University's consumer confidence unexpectedly declines in August, with rising inflation expectations [11] - Trump announces potential semiconductor tariffs of 200%-300%, leading to a drop in chip stocks [11] Foreign Investment in US Treasuries - Foreign demand for US Treasuries remains resilient, with holdings reaching a record high in June [12] - Japan increases its US Treasury holdings by $12.6 billion, while India and Ireland see declines [12] Corporate Developments - Tencent's strong earnings lead to a significant increase in consensus target price among analysts [12] - OpenAI plans to invest "trillions" in AI infrastructure, indicating a major shift in financing strategies [13] - CoreWeave's stock unlock leads to over $1 billion in block trades, surprising market participants [13] - Circle completes a $1.3 billion stock issuance, with significant oversubscription [14] Hedge Fund Activity - Microsoft emerges as the most favored stock among hedge funds, with a $12 billion increase in holdings [15] - Alibaba experiences the largest reduction in holdings, with a $1.55 billion decrease [15] - Nvidia heavily invests in CoreWeave, with 91.36% of its public holdings concentrated in the AI cloud computing service provider [15] Domestic Macro Developments - Xi Jinping emphasizes the importance of promoting the healthy development of the private economy [18] - China Shenhua plans a major acquisition worth over 250 billion yuan to enhance its business structure [19] - JPMorgan expresses optimism about China's three major telecom operators, highlighting their dividend yields and AI growth potential [19]

Group 1: Market Overview - US stock market showed mixed results with the Dow Jones up by 93.77 points (0.21%) closing at 45005.03, while the Nasdaq fell by 104.19 points (0.48%) to 21606.48, and the S&P 500 decreased by 17.50 points (0.27%) to 6451.04 [1] - Major indices are expected to record solid gains for the week, with the Dow, S&P 500, and Nasdaq all up over 1% due to recent consumer inflation data strengthening expectations for a Federal Reserve rate cut [2] Group 2: Retail Sales Data - July retail sales in the US rose by 0.5% month-over-month, matching Dow Jones expectations, while sales excluding automobiles increased by 0.3% [2][3] - Year-over-year, retail sales grew by 3.9%, indicating sustained consumer spending despite concerns over tariffs potentially raising prices and suppressing demand [3] Group 3: Economic Indicators - Import prices increased by 0.4% driven by energy prices, while export prices saw a slight rise of 0.1%, contrary to market expectations of stability [3] - The New York manufacturing index recorded a strong 11.9, significantly above the expected 1.8, with robust growth in new orders [3] Group 4: Company-Specific Developments - UnitedHealth Group's stock surged following reports that Berkshire Hathaway and Scion Asset Management disclosed new positions in the company during Q2 [1] - Intel's stock rose over 3% amid discussions of potential government investment from the Trump administration [2][8] - Application Materials' stock plummeted due to forecasts of lower-than-expected revenue and profit for Q4, raising concerns about demand [9] - Eli Lilly significantly raised the price of its weight loss drug Mounjaro in the UK [10] - NIO announced the launch of its new ES8 model on August 21 [14] - XPeng Motors signed an agreement with Volkswagen to expand their electronic and electrical architecture technology collaboration [15]