斯托克欧洲600指数收盘几无变动，此前一度上涨0.7%。化工股录得近四年来最好一天，市场看好该地 区放宽减排规则，这助推了向增长前景势将改善的公司轮动的势头。电信和必需消费品等防御性板块也 上涨。 斯托克欧洲600指数收盘几无变动，此前一度上涨0.7%。化工股录得近四年来最好一天，市场看好该地 区放宽减排规则，这助推了向增长前景势将改善的公司轮动的势头。电信和必需消费品等防御性板块也 上涨。 欧洲股市表现平淡，汽车和化工等周期性板块的上涨抵消了科技股的下跌。诺和诺德在发布令人大跌眼 镜的销售预测之后股价暴跌17%。 相比之下，科技股延续跌势，前日软件股因市场对人工智能颠覆性影响的担忧而下跌。Cellnex Telecom SA因周二晚些时候宣布新的高层管理架构而上涨，提振了所在板块。由于金属反弹势头在尾盘消退， 矿业股回吐涨幅，最终收跌。 个股方面，葛兰素史克上涨6.9%，受HIV药物和一种现已获批用于治疗肺部疾病的哮喘药物提振，该公 司报道的第四季度业绩强于预期。诺和诺德跌幅为7月以来最大，市值蒸发超过400亿美元，给医疗保健 板块带来了压力。 桑坦德走低3.5%，此前这家西班牙的银行宣布以120亿美元收购 ...

该公司还维持了今年利润增长7%至9%的指引。部分分析师此前预计的指引约为每股收益增长 6%至8%，新任首席执行官卢克·米尔斯为这一年设定了一个可能被超越的目标，其中抗癌药物 Blenrep有望提振收入。 葛兰素史克预计 2026 年营业额增长 3% 至 5%；核心营业利润增长 7% 至 9%；核心每股收 益增长 7% 至 9%。该公司预计到 2031 年销售额将超过 400 亿英镑。 葛兰素史克(GSK.US) 第四季度利润高于预期，这主要得益于其艾滋病(HIV)药物以及一款现已获批用 于治疗肺部疾病的哮喘药物。财报显示，葛兰素史克四季度营收达 86.2 亿英镑，同比增长 6.3%，超 出预期 1.7 亿英镑；调整后每股收益为 25.5 便士(约合 35 美分)，高于分析师的预期。 该公司经营活动产生的现金流为 89 亿英镑，自由现金流为 40 亿英镑。 在前CEO沃尔姆斯利执掌期间，葛兰素史克拆分了其消费者健康部门 Haleon，并进行了关键收 购以尝试增强其药物研发管线。尽管如此，米尔斯仍需向投资者证明，公司能够实现本十年末及 更长远时期的营收抱负。上个月，葛兰素史克同意以 22 亿美元的交易价格收购总部 ...

格隆汇2月4日｜英国制药巨头葛兰素史克周三发布财报显示，得益于HIV和哮喘药物的强劲表现，该公 司第四季度利润超出预期。这家英国制药商表示，剔除部分项目后的调整后每股收益为25.5便士，高于 分析师预期。公司预计今年利润增长将在7%至9%之间。此前部分分析师预测的每股收益增长指引约为 6%至8%。新任首席执行官Luke Miels 设定了一个极具潜力且有望超越的目标，而抗癌药物Blenrep的销 售额在今年也有望提振营收。 ...

New Stock Listings - One new stock listed today: Muxi Co., Ltd. (688802) with an issue price of 104.66 yuan [1] Industry News - The Ministry of Commerce announced the imposition of anti-dumping duties on imported pork and pork products from the EU for a period of five years starting today [1] - The 2025 Xiaomi Human-Vehicle Home Ecosystem Partner Conference is being held today [1] - The 2025 China Artificial Intelligence Industry Innovation and Development Conference is taking place today [1] - The Second Global Data Technology Conference (GDTC) is being held in Beijing from today until the 18th [1] - The Fourth Computing Power Network and Digital Economy Forum, along with the 2025 "Computing Power Puxiang" Conference, is being held today [1] - Dell announced a price increase for all its commercial product lines starting today, attributed to demand for memory chips [1] - The U.S. Trade Representative's office warned of potential retaliatory measures against the EU's service industry and may initiate a Section 301 investigation [1] - The U.S. FDA approved a twice-a-year asthma medication from GlaxoSmithKline [1] - Autonomous driving company Waymo is reportedly discussing raising several billion dollars at a valuation exceeding $100 billion [1] - Tesla's stock price reached a historic high, with a market capitalization exceeding $1.6 trillion, reflecting growing optimism about autonomous driving [1] - Level 3 autonomous driving has been approved, with Changan Automobile and BAIC Blue Valley models receiving pilot approval [1] - Apple plans to expand its iPhone product line from five to seven models before fall 2027 [1] - OpenAI appointed former UK Chancellor Osborne to lead the "OpenAI for Countries" initiative [1] - AI data platform Databricks is reportedly raising over $4 billion at a valuation of $134 billion [1] - The European Commission plans to issue approximately €90 billion in bonds in the first half of next year [1] Economic Data - A total of 189.8 billion yuan in 7-day reverse repos is maturing today [1] - Various economic indicators are being released, including Japan's trade balance, export and import amounts for November, and the UK's core CPI [1] - Germany's Ifo Business Climate Index for December and HICP data for November are being published [1] - Italy's HICP data for November is also being released [1] - Eurozone's November CPI and core CPI data are being reported [1] - U.S. retail inventory adjustments and EIA crude oil inventory changes for the week ending December 12 are being released [1] A-Share Market Dynamics - Six listed companies are facing stock unlocks, including Oke Technology with 70 million shares (74.99% of total shares) and Meino Biological with 13.88 million shares (9.86%) [1] - Several companies announced dividend distributions, with Chongqing Brewery (10 shares for 13 yuan) and Wuliangye (10 shares for 25.78 yuan) among those with significant payouts [1] - Dongjie Intelligent is planning to acquire a controlling stake in Aobo Intelligent, leading to a stock suspension [1] - Multiple companies released important announcements, including 360 clarifying rumors of financial fraud and Longping High-Tech planning a 1 billion yuan investment in production bases in Vietnam and Malaysia [1] - Lianhua Holdings' subsidiary plans to purchase acceleration cards for intelligent computing business for 200 million yuan [1] - Hualing Cable intends to acquire 70% of San Zhu Technology for 183 million yuan [1] - Xiechuang Data signed a strategic cooperation framework agreement to enter the optical chip and module industry [1]

金十数据整理：每日美股市场要闻速递（5月23日，周五） 重要新闻 1. 美国总统特朗普表示，与欧盟的讨论毫无进展，建议自6月1日起对欧盟征50%的关税。交易员增加欧 洲央行降息押注，预计2025年将再降息三次。 2. 美日领导人通电话，拟定6月中旬进行会谈。 3. 伊朗外长抵达罗马，将参加新一轮伊美核问题谈判。 4. 瑞银全球财富管理周四将标普500指数年终目标点位从5800点上调至6000点，并将2026年6月的目标定 为6400点。 3. 葛兰素史克(GSK.N)表示，该公司开发的一种哮喘药物已获FDA批准，用于治疗一些患有俗称"吸烟 肺"的慢性肺病的患者。 4. 罗斯百货Q1营收为50亿美元，好于市场预期，每股收益为1.47美元，由于关税带来的不确定性加剧， 该公司撤回了全年业绩指引。 5. 一份内部备忘录显示，高盛(GS.N)计划合并其在亚太地区的投行业务，以便为客户提供更一体化的咨 询服务和资本市场执行服务。 6. 名创优品(MNSO.N)：一季度收入同比增长18.9%至44.27亿元，经调整EBITDA同比增长7.5%至10.373 亿元。 7. 美钢铁工人工会主席再举反对牌，敦促特朗普阻止新日铁 ...