21点评：全球高端医疗器械市场长期由欧美日企业主导，但近几年，我国创新医疗器械企业不断实现突 破，从原来更多的仿制欧美国家的产品，到现在不断出现一些自主研发的高端医疗器械，且在部分领域 已经出现领先产品。此前国家药监局已出台十项举措推动高端医疗发展，此次上海行动方案的出台，将 进一步促进医疗器械行业尤其是新技术的发展。 这里是《21健讯Daily》，欢迎与21世纪经济报道新健康团队共同关注医药健康行业最新事件！ 政策动向 《上海市促进高端医疗器械产业全链条发展行动方案》印发 9月15日，上海市人民政府办公厅印发《上海市促进高端医疗器械产业全链条发展行动方案》，到2027 年，新增首次获批境内第三类医疗器械注册证超500件，新增在海外市场获批医疗器械产品超100件，培 育年产值超100亿元、具备较强国际竞争力的龙头企业2家，建设高端医疗器械产业集聚区3个。 河南：加强中医药大模型构建和训练 攻克中药产品一致性难题 9月15日，河南省人民政府办公厅印发《河南省加快人工智能赋能新型工业化行动方案（2025—2027 年）》，其中提出，现代医药产业方面，加快大模型在药物智能筛选、临床试验设计与分析、药物合成 工艺优化 ...

Group 1 - US stock markets saw collective gains, with the Dow Jones up 0.11%, S&P 500 up 0.47%, and Nasdaq up 0.94%, marking new closing highs for S&P 500 and Nasdaq [4] - Major tech stocks performed well, with Google rising over 4% to become the fourth US company with a market cap exceeding $3 trillion, while Tesla and Oracle also saw gains of over 3% [4] - Chinese concept stocks mostly rose, with the Nasdaq Golden Dragon China Index up 0.87%, and notable gains from Li Auto (over 6%), Bilibili (over 5%), and NIO (over 4%) [4] Group 2 - International precious metal futures generally rose, with COMEX gold futures up 0.90% to $3719.50 per ounce, and COMEX silver futures up 0.84% to $43.19 per ounce [5] - International oil prices saw slight increases, with WTI crude oil up 0.94% to $63.28 per barrel, and Brent crude oil up 0.69% to $67.45 per barrel [6] Group 3 - The Chinese Ministry of Commerce announced a basic framework consensus with the US to address the TikTok issue and reduce investment barriers, promoting economic cooperation [8] - The Ministry of Commerce expressed opposition to US unilateral trade restrictions related to Russian oil imports, labeling it as economic coercion that could disrupt global trade [8][9] Group 4 - The National Foreign Exchange Administration of China announced reforms to enhance cross-border investment, including allowing foreign investors to reinvest foreign exchange profits domestically [10] - The National Bureau of Statistics reported that the real estate market in China is stabilizing, with a narrowing decline in sales and prices, indicating progress towards recovery [11] Group 5 - Nvidia is under further investigation by China's market regulator for violating antitrust laws related to its acquisition of Mellanox Technologies [12] - The China Automobile Industry Association released a payment standard initiative for automotive suppliers, aiming to improve payment practices and collaboration within the industry [13][14] Group 6 - Baidu and Huawei have upgraded their collaboration to a strategic community, focusing on a comprehensive ecosystem for the automotive industry, with plans to invest 20 billion yuan over three years [21] - Xiaomi's new 17 series smartphones are set to directly compete with Apple's iPhone, showcasing significant upgrades and innovations [27] Group 7 - Silver Lake Capital completed the acquisition of 51% of Altera's shares, previously held by Intel, positioning Altera as a leading independent provider of FPGA solutions [33] - Merck's new antiviral drug for CMV prevention has been approved in China, potentially impacting the market for antiviral treatments [35] - Elon Musk purchased over 2.5 million shares of Tesla stock, valued at approximately $1 billion, indicating confidence in the company's future [37]

每经记者｜岳楚鹏 每经编辑｜陈柯名 兰素英 ①【三大期指涨跌不一】道指期货涨0.22%、标普500指数期货涨0.09%、纳指期货跌0.06%。 ②【热门中概股多数上涨】热门中概股多数上涨。截至发稿，阿里巴巴上涨2.28%，京东上涨1.48%，理想汽车上涨2.12%，小鹏汽车上涨2.25%，蔚来汽 车上涨3.53%。 ③【英伟达跌超2%，违反反垄断法，被进一步调查】北京时间9月15日，国家市场监管总局网站发布公告：近日，经初步调查，英伟达公司违反《中华人 民共和国反垄断法》和《市场监管总局关于附加限制性条件批准英伟达公司收购迈络思科技有限公司股权案反垄断审查决定的公告》，市场监管总局依法 决定对其实施进一步调查。截至发稿，英伟达下跌2.51%。 ④ 【谷歌Gemini下载量超ChatGPT登顶美区App Store】当地时间9月14日，在美区App Store，谷歌Gemini下载量已超过ChatGPT，成为免费榜排名第一的 应用。截至发稿，谷歌上涨1.09%。 ⑤【默沙东来特莫韦片（Ⅱ）在中国获批】默沙东宣布其新型非核苷类巨细胞病毒（CMV）抑制剂普瑞明®的全新剂型——来特莫韦片（Ⅱ）已获中国 国家药品监督管 ...

Market Overview - Dow futures rose by 0.22%, S&P 500 futures increased by 0.09%, while Nasdaq futures fell by 0.06% [1] Chinese Concept Stocks - Most popular Chinese concept stocks saw gains, with Alibaba up by 2.28%, JD.com up by 1.48%, Li Auto up by 2.12%, Xpeng Motors up by 2.25%, and NIO up by 3.53% [1] Nvidia Investigation - Nvidia's stock dropped by 2.51% following an announcement from China's State Administration for Market Regulation that the company is under further investigation for violating antitrust laws related to its acquisition of Mellanox Technologies [1] Google Gemini Performance - Google's Gemini app surpassed ChatGPT in downloads, becoming the top free app in the US App Store, contributing to a 1.09% increase in Google's stock [1] Merck's Drug Approval - Merck announced that its new non-nucleoside cytomegalovirus (CMV) inhibitor, Letermovir Tablets (II), has been approved by China's National Medical Products Administration for use in certain patients [2] Tesla Stock Movement - Tesla's stock rose by 3.39% after news that Elon Musk purchased over 2.5 million shares and the company's German factory plans to increase production due to strong sales data [2] Hesai Technology Order - Hesai Technology's stock increased by 4.1% after signing a $40 million lidar order with a leading US Robotaxi company, with plans for delivery by the end of 2026 [2] AstraZeneca Expansion Halt - AstraZeneca's stock fell by 2.8% after reports that the company has paused a £200 million expansion plan at its Cambridge research center, which was expected to create 1,000 jobs [3]