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美股盘前要点 | 美国8月“小非农”低于预期!传英伟达拟向中国市场推新芯片
Ge Long Hui· 2025-09-04 12:43
Group 1 - In August, the number of layoffs in the U.S. reached 85,979, the highest for the same period since 2020 [1] - The U.S. ADP employment numbers increased by 54,000 in August, below the market expectation of 65,000 [2] - Initial jobless claims in the U.S. for the week ending August 30 recorded 237,000, the highest since June 2025 [2] Group 2 - Nasdaq plans to modify listing rules for small IPOs and Chinese companies, raising the listing threshold [2] - Nvidia is reportedly planning to launch a new chip, B30A, in the Chinese market, potentially priced at twice that of H20 [2] - Apple is expected to introduce an AI network search tool next year to compete with OpenAI and Perplexity AI [2] Group 3 - Eli Lilly's Olomorasib received breakthrough therapy designation from the FDA for lung cancer treatment [2] - Novo Nordisk is researching the effects of Ozempic on Alzheimer's disease, with results expected this fall [2] - Sanofi's Amlitelimab for atopic dermatitis achieved all primary and secondary endpoints in Phase III trials, but results fell short of market expectations [2] Group 4 - Goldman Sachs and T. Rowe Price have established a strategic partnership to provide innovative public-private investment solutions [2] - Unilever plans to reassess 200 executive positions and will lay off 25% of its workforce [2] - WeRide's Robotaxi GXR has commenced 24-hour fully autonomous commercial operations in Guangzhou Huangpu [2] Group 5 - Seagate's Q2 revenue increased by approximately 9.8% year-over-year to $10.24 billion, with adjusted earnings per share of $2.91, exceeding expectations [2] - American Eagle's Q2 revenue reached $1.28 billion, with net profit increasing by 15% year-over-year to $77.6 million, also surpassing expectations [2]
康哲药业拟在新加坡二次上市丨健讯Daily
Group 1: Brain-Computer Interface Standards - The National Standard for Non-Invasive Medical Devices Using Brain-Computer Interface Technology is open for public consultation, aiming to establish performance indicators and testing methods for such devices [1] - The standardization is expected to enhance international cooperation and improve regulatory efficiency, addressing the rapid development in the non-invasive neural modulation sector [1] Group 2: Pharmaceutical Industry Innovation - The head of the National Medical Products Administration emphasized the importance of supporting drug and medical device R&D innovation to strengthen China's pharmaceutical industry [2] - Key strategies include early intervention, tailored guidance for enterprises, and promoting international multi-center clinical trials to synchronize the development and approval of innovative drugs and devices [2][3] Group 3: Clinical Trials and Approvals - Shenzhou Cell announced that its product SCTB39G received approval for clinical trials in advanced solid tumors [4] - Hanyu Pharmaceutical's subsidiary received approval for the listing of the raw material drug Acetate Degarelix, which is used for treating advanced prostate cancer [6] Group 4: Market Expansion and IPOs - Kangzhe Pharmaceutical plans a secondary listing in Singapore, reflecting a trend of pharmaceutical companies expanding into Southeast Asian markets [7] - Lianya Pharmaceutical's IPO application has been accepted, focusing on complex drug formulations and high-end generic drugs [9] Group 5: Strategic Collaborations - Bayer and Tsinghua University signed a strategic cooperation agreement to enhance research in various medical fields, aiming to accelerate drug innovation [11][12] Group 6: Clinical Trial Developments - Fuhong Hanlin announced the first patient enrollment in a bridging clinical trial for its drug H, which is approved for first-line treatment of small cell lung cancer in multiple countries [13] Group 7: Corporate Leadership Changes - Fosun Pharma held a shareholder meeting to elect new board members, appointing Chen Yuqing as chairman and Liu Yi as CEO [14]