北京时间23日晚间，美股小幅低开，截至23时左右，道琼斯指数跌0.03%，标普500指数跌0.02%，纳斯达克综合指数跌0.13%。 | | BTC | 86790 | -3.91% | | --- | --- | --- | --- | | | $572.2亿 -3.7% | | | | | ETH | 2912 | -5.31% | | | $373.7亿 -3.8% | | | | | SOL | | | | 글 | $70.6亿 +3.0% | 122.4 | -4.44% | | | XRP | 1.869 | -3.86% | | | $33.5亿 -0.7% | | | | | DOGE | | | | | $14.2亿 -2.3% | 0.1288 | -4.2% | | | HYPE | 23.71 | -5.04% | | | $13.2亿 -6.1% | | | 瑞达期货研究院研究员廖宏斌认为，展望未来，考虑到白银年内累计涨幅已超130%，短期内投资者对消息面的敏感度可能显著上升。任何不及预期的数 据或政策，均可能放大贵金属市场的回调风险。不过，在白银库存持续处于低位以及工业需求保持韧性 ...

记者丨黎雨桐 编辑丨金珊 北京时间23日晚间，美股小幅低开，截至23时左右，道琼斯指数跌0.03%，标普500指数跌0.02%，纳斯 达克综合指数跌0.13%。 美国科技七巨头普涨，亚马逊涨超1%。费城半导体指数跌0.62%，英伟达微涨0.34%，英特尔、超威半 导体等多股下跌。 诺和诺德大涨9.5%，消息面上，诺和诺德的重磅GLP-1类药物司美格鲁肽口服版减重药正式获得美国 FDA批准。公司表示，该药物将于明年1月初在美国上市。司美格鲁肽也成为全球范围内获得批准的首 款用于减重的GLP-1类药物，此前全球都没有用于减重的GLP-1口服片剂获批。 纳斯达克中国金龙指数跌1.2%，热门中概股多数承压，小鹏汽车跌超3.7%，名创优品、蔚来、理想、B 站、金山云均跌超2%。 | < w | 纳斯达克中国金龙指数(HXC) 7590.16 -93.10 -1.21% | | | | Q | | --- | --- | --- | --- | --- | --- | | 资料 | 资讯 成分 相关基金 | | | 月度收益 | | | 小鹏汽车 XPEV.N | | 19.275 | -3.72% | | -0.37 ...

Market Overview - US stock market opened slightly lower, with the Dow Jones down 0.03%, S&P 500 down 0.02%, and Nasdaq down 0.13% [1] - The Philadelphia Semiconductor Index fell by 0.62%, while Nvidia saw a slight increase of 0.34% [3] Company Highlights - Novo Nordisk's GLP-1 drug, semaglutide oral version, received FDA approval, leading to a significant stock increase of 9.5%. This drug will be available in the US starting January next year and is the first oral GLP-1 weight loss medication approved globally [3] - Chinese concept stocks faced pressure, with notable declines in companies like Xpeng Motors down over 3.7%, Miniso, NIO, and others down over 2% [3] Cryptocurrency Market - Multiple cryptocurrencies experienced significant declines, with Bitcoin dropping below $87,000 and over 90,000 traders liquidated in the past 24 hours [10][11] Economic Data - The US Commerce Department reported a 4.3% annualized growth in GDP for Q3, driven by increases in exports and consumer spending, although investment and imports declined [13]

Core Viewpoint - Novo Nordisk's oral version of the GLP-1 drug semaglutide for weight loss has received FDA approval, marking it as the first oral GLP-1 weight loss medication approved globally, set to launch in early January 2024 [3][4]. Group 1: Product Approval and Market Impact - The approval of the oral semaglutide is expected to significantly increase drug accessibility and demand due to its convenience over injectable forms [3][4]. - Following the announcement, Novo Nordisk's stock rose nearly 10%, while competitor Eli Lilly's stock fell over 1% [3]. - Market analysis predicts that by 2030, oral GLP-1 drugs could capture about 20% of the market share [3]. Group 2: Clinical Efficacy - A 64-week clinical study showed that participants taking 25 mg of oral semaglutide lost an average of 16.6% of their body weight, with over 34.4% achieving a weight loss of 20% or more [4]. Group 3: Competitive Landscape - Novo Nordisk's oral semaglutide will be marketed under the brand name Wegovy in the U.S., while Eli Lilly's oral weight loss drug orforglipron is expected to receive FDA approval in the first quarter of 2024 [3][4]. - Analysts note that despite Novo Nordisk's lead in the oral weight loss drug market, the company's ability to recover from its current market challenges remains uncertain [4]. Group 4: Market Projections - Goldman Sachs analysts estimate that the oral weight loss drug market could reach approximately $22 billion by 2030, with Eli Lilly's orforglipron expected to capture about 60% of this market share (around $13.6 billion), while Novo Nordisk's oral semaglutide is projected to hold about 21% (around $4 billion) [5].

在美国，诺和诺德的司美格鲁肽口服版减重药将仍然以Wegovy的商品名销售。该减重药含有25毫克司 美格鲁肽成分。一项为期64周的后期临床研究显示，每日一次口服25毫克司美格鲁肽的受试者平均减重 16.6%，患者中有1/3以上（34.4%）实现了20%及以上的体重降幅，减重效果与司美格鲁肽注射液相 当。 诺和诺德美国运营执行副总裁大卫·摩尔（David Moore）表示，司美格鲁肽口服版减重药在美国北卡罗 来纳州生产，并将确保充足的供应。此前，诺和诺德已经在售的口服版司美格鲁肽药物仅用于2型糖尿 病的治疗。 投资人密切关注口服版司美格鲁肽减重药将如何扭转诺和诺德今年以来面临的颓势。在竞争对手礼来的 步步紧逼之下，诺和诺德的市场份额急剧下滑，股价更是接近腰斩。今年以来，诺和诺德股价下跌超过 44%。 当地时间12月22日，诺和诺德的重磅GLP-1类药物司美格鲁肽口服版减重药正式获得美国FDA批准。公 司表示，该药物将于明年1月初在美国上市。 司美格鲁肽也成为全球范围内获得批准的首款用于减重的GLP-1类药物，此前全球都没有用于减重的 GLP-1口服片剂获批。 当天盘后，诺和诺德美国股价上涨近10%。竞争对手礼来股 ...

尽管诺和诺德在口服减重药的竞争方面占得先机，暂时领先礼来，但能否解决公司目前面临的困境仍有 待观察。 当地时间12月22日，诺和诺德的重磅GLP-1类药物司美格鲁肽口服版减重药正式获得美国FDA批准。公 司表示，该药物将于明年1月初在美国上市。 司美格鲁肽也成为全球范围内获得批准的首款用于减重的GLP-1类药物，此前全球都没有用于减重的 GLP-1口服片剂获批。 当天盘后，诺和诺德美国股价上涨近10%。竞争对手礼来股价下跌超过1%，礼来的口服版GLP-1减重药 也已进入美国FDA快速审批阶段，有望于明年第一季度获批上市。 分析师认为，口服减重药用药更便捷，而且无需冷藏，将有助于消除人们对注射剂（打针）的顾虑，并 扩大药物的可及性，有望大幅推动药物的需求。有市场分析数据预测，到2030年，GLP-1类口服药有望 占据约五分之一的市场份额。 按照使用说明，诺和诺德的口服司美格鲁肽需要在早上空腹服用，并在进食、饮水或服用任何其他口服 药物前30分钟服用，而礼来即将于明年上市的口服减重药orforglipron则没有这些限制。 高盛分析师预计，到2030年，口服减重药细分市场的规模将达到约220亿美元。届时，礼来的口 ...

Core Viewpoint - Novo Nordisk's oral GLP-1 drug, semaglutide, is expected to receive FDA approval for weight loss in the U.S. by the end of this year, while no oral GLP-1 drugs for weight loss are currently available globally [3][10]. Group 1: Market Situation - There is a significant presence of products labeled as "oral," "weight loss," and "semaglutide" on major e-commerce platforms in China, primarily sourced from Japan and shipped from Hong Kong [3][10]. - The most common products found include "semaglutide weight loss tablets" in 3mg and 7mg dosages, with prices such as 638 RMB for 20 tablets of 7mg and 1498 RMB for 100 tablets of 3mg [3][10]. - Following inquiries about the legality of these sales, all such products were removed from the platforms [9]. Group 2: Regulatory Compliance - Semaglutide is classified as a prescription drug and must be purchased with a prescription, indicating that the current sales channels are non-compliant [10]. - The approved indication for semaglutide oral tablets globally is for the treatment of type 2 diabetes, with no current approval for weight loss, including in Japan [10]. Group 3: Pricing and Availability - Many domestic patients seeking weight loss are reportedly purchasing semaglutide through proxy channels from Japan, where the pricing is notably lower [18]. - The lowest price for the 3mg oral semaglutide in Japan is approximately 139.6 JPY per tablet, equivalent to about 6.8 RMB [18]. - The oral semaglutide "Nuohexin" is expected to be approved for type 2 diabetes treatment in China in January 2024, and it will also require a prescription for purchase [18].