大家早上壕！ 先看海外要闻： 美股分化，道指收跌0.16%、纳指收涨0.55%、标普500收平；英伟达收涨2.99%，市值破5万亿美元；存储板块继续狂飙，希捷科技收涨19.11%， 西部数据涨超13%，闪迪涨超16%，美光科技收涨2.13%。 美联储如期降息25基点并宣布结束QT，但鲍威尔关于12月降息前景的鹰派表态，导致市场对12月降息的概率从95%暴跌至65%。 韩美敲定贸易协议：韩国承诺3500亿美元对美投资，换取汽车15%关税、半导体产业关税优待。 谷歌美股盘后涨超6%。母公司ALPHABET第三季度营收1023.5亿美元，预估998.5亿美元；三季度谷歌云营收151.6亿美元，分析师预期147.5亿 美元。 Meta美股盘后一度跌近8%，第三季度营收512.4亿美元，同比增长26%，预估495.9亿美元。Meta预计第四季度营收为560亿至590亿美元，市场预 期为573.8亿美元。 微软盘后一度跌5%。，上季营收劲增近20%，但Azure云增长不够亮眼，AI支出大超预期。 OPENAI计划2026年提交IPO申请，着眼2027年上市。OPENAI首次公开募股对公司估值或最高达到1万亿美元左右。 西 ...

Group 1 - Eli Lilly and Nvidia announced a collaboration to build the pharmaceutical industry's most powerful supercomputer and AI factory, aimed at accelerating drug development processes [1] - The supercomputer is expected to be completed by December and operational by January, consisting of over 1,000 Nvidia Blackwell Ultra GPU chips connected through a unified high-speed network [1] - The AI factory will utilize this supercomputer to develop, train, and deploy AI models for drug research, enhancing the identification of potential drug targets and assisting in drug molecule design [1] Group 2 - The AI pharmaceutical market in China is projected to grow from 730 million to 5.86 billion yuan from 2024 to 2028, with a compound annual growth rate of 68.5% [1] - Lijun Group has strengths in oncology, reproductive health, gastrointestinal, and psychiatric medications, and has invested in AI drug design technology developer Infiniz [2] - Hongbo Pharmaceutical combines AI algorithms with drug design to improve research efficiency, focusing on large-scale virtual screening and predicting drug metabolism properties [2]