Company News - Cisco shares fell nearly 8% in pre-market trading as the company projected an adjusted gross margin of 65.5% to 66.5% for its third fiscal quarter [1] - AppLovin's shares dropped over 7% in pre-market trading after JPMorgan lowered its target price from $650 to $500 [1] - Novo Nordisk shares rose nearly 1% in pre-market trading as the company announced plans to produce Wegovy weight loss tablets in Ireland for markets outside the U.S. [1] - WeRide shares increased nearly 3% in pre-market trading following the announcement of the launch of the first Robotaxi commercial operation service in downtown Abu Dhabi in partnership with Uber [1]

每经记者｜宋欣悦 每经编辑｜何小桃 兰素英 ① 【三大期指齐涨】截至发稿，道指期货涨0.25%、标普500指数期货涨0.28%、纳指期货涨0.22%。 ② 【存储概念股盘前上涨，闪迪涨超7%】存储概念股盘前上涨。截至发稿，闪迪涨超7%，美光科技涨近4%，西部数据、希捷科技涨超3%。消息面上， 日本存储巨头铠侠业绩显示，公司2025财年Q3净利润为878.1亿日元，全年利润指引高出预期。 ③ 【中概股普跌】中概股盘前普跌。截至发稿，阿里巴巴跌1.0%，拼多多跌0.3%，百度跌1.2%，京东跌1.6%。 ④ 【大摩：100GW光伏计划或将特斯拉能源业务估值提升多达500亿美元】摩根士丹利在本周发布的一份最新研报中指出，特斯拉规划建设100GW垂直 整合光伏制造产能的计划，可能使其能源业务估值提升多达500亿美元。但该公司需要大力投资才能实现这一目标。 校对|段炼 ⑤ 【季度毛利率低于预期，思科跌近8%】思科盘前跌近8%。消息面上，思科预计，公司第三财季的调整后毛利率为65.5%至66.5%，而分析师此前的平 均预期为68.2%。 ⑥ 【"华尔街之狼"重仓押注Meta约20亿美元】被誉为"华尔街之狼"的比尔·阿克曼 ...