诺和诺德(NVO.US)盘前续涨4.4%，报57.54美元。消息面上，诺和诺德周一宣布，公司已在美国正式推 出全球首款用于成人减重的GLP-1口服药。Wegovy片剂起始剂量为1.5毫克，已在包括CVS、开市客在 内的7万多家美国药房上架，同时也可通过部分远程医疗平台获取。自费患者可按每月149美元的价格购 买起始剂量。(格隆汇) ...

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 《中药饮片追溯码编码规则》公开征求意见 12月23日，据国家医保局官微，为积极推动药品全品种生产流通使用过程追溯和药品追溯码在医疗保障 领域的全流程、全量采集和全场景应用，加快推进中药饮片纳入全国统一药品追溯体系、实现"一物一 码、全程可溯"，国家医保局遵循"唯一性、通用性、实用性、可扩展性"原则，研究形成《中药饮片追 溯码编码规则》。现面向社会公开征求意见，欢迎公众围绕《中药饮片追溯码编码规则（征求意见 稿）》的编码结构、关键信息、追溯衔接、技术适配、实施落地等方面提出宝贵意见建议，以书面或电 子邮件形式反馈我局，意见反馈截止时间为2026年1月6日18:00。 《互联网药品医疗器械信息服务备案管理规定》发布 12月22日，国家药监局发布《互联网药品医疗器械信息服务备案管理规定》，自发布之日起施行。《规 定》明确了互联网药品医疗器械信息服务备案的内容、办理条件、工作程序、所需资料等相关事项。 12月23日，太极集团(600129.SH)公告称，公司全资子公司太极集团重庆涪陵制药厂有限公司持有参股 公司重庆 ...

Group 1: AI and Technology Developments - Fliggy's AI platform has integrated 214 large models, with token consumption increasing 20 times year-on-year and daily user calls rising 7.7 times [1] - The number of merchants using AI operational tools on the Fliggy platform has grown by 2.4 times year-on-year [1] - Nvidia is restructuring its cloud team by merging the existing cloud business team with engineering and operations departments [7] Group 2: Corporate Developments - Taiping Bird Group has established a new investment company in Hainan with a registered capital of 50 million RMB, focusing on asset management and investment activities [2] - Wuliangye Group has set up a supply chain management company in Hainan with a registered capital of 100 million RMB, involved in food sales and alcohol management [4] - USANA has appointed Wang Sheng as the president of its China region, effective immediately [3] Group 3: Market Trends and Financial Insights - Apple is significantly increasing its procurement of DRAM from Samsung, expecting Samsung to supply 60% to 70% of the DRAM for the iPhone 17 [6] - Saks Global is reportedly considering bankruptcy as it faces limited options before a debt deadline of over 100 million USD [6] - Guotou Securities forecasts a slight recovery in the performance growth of listed banks in 2026, with a focus on structural improvements in credit growth [11] Group 4: Investment and Financing - "Mianbi Intelligent" has completed a financing round of several hundred million RMB, with funds aimed at enhancing research and development of efficient large models [8] - "Obita" has completed a Pre-A round of financing, raising nearly 30 million USD in total across two rounds, with funds directed towards business development and global payment infrastructure [9] Group 5: New Product Launches - Weipai has launched the Blue Mountain intelligent advanced version, which is the world's first mass-produced vehicle equipped with the Yuanrong Qixing VLA model [10] - Zhiyu has released its next-generation flagship model GLM-4.7, enhancing capabilities in coding, long-term task planning, and collaborative tools [10] Group 6: Infrastructure and Industry Growth - As of November 2025, China's electric vehicle charging infrastructure has reached 19.322 million units, a year-on-year increase of 52%, with public charging facilities growing by 36% [13]

当地时间12月22日，诺和诺德表示，Wegovy口服片剂获美国批准，成为首款用于体重管理的口服GLP- 1药物。诺和诺德计划于2026年1月在美国推出Wegovy口服片剂。Wegovy口服片实现的减重效果与 Wegovy 2.4 mg注射剂相当。此外，在OASIS 4试验中，每三个人中就有一人的体重减轻20%或更多。 （原标题：诺和诺德称减肥药Wegovy®口服片剂已在美国获批） ...

当地时间12月22日，诺和诺德表示，Wegovy口服片剂获美国批准，成为首款用于体重管理的口服GLP- 1药物。诺和诺德计划于2026年1月在美国推出Wegovy口服片剂。Wegovy口服片实现的减重效果与 Wegovy2.4mg注射剂相当。此外，在OASIS4试验中，每三个人中就有一人的体重减轻20%或更多。 ...

｜2025年12月23日星期二｜ NO.1 加码AI算力与电力布局，Alphabet斥资47.5亿美元收购Intersect 当地时间12月22日，谷歌母公司Alphabet宣布，已达成一项最终协议，将以47.5亿美元现金收购数据中 心和能源基础设施公司Intersect，并同时承担其相关债务。Alphabet表示，Intersect在交易完成后将继续 保持独立运营，并由其创始人兼首席执行官Sheldon Kimber继续领导，此次收购将有助于Alphabet更快 地投建新的数据中心及电力设施。Intersect将探索多种新兴能源技术，以扩大并多元化能源供应，同时 支持谷歌在美国的数据中心投资。周一收盘，谷歌C涨近1%。 点评：Alphabet斥巨资收购Intersect，标志着科技巨头将竞争焦点从单纯算力堆叠延伸至能源基建领 域。 NO.2 拉里·埃里森为华纳兄弟并购案提供超400亿美元个人担保 点评：诺和诺德Wegovy口服片剂获批，是全球减肥药市场的重大突破，打破了注射剂型的使用壁垒， 将极大拓宽患者群体并提升用药依从性。 NO.4 英伟达据称重组云团队，不再正面挑战亚马逊 当地时间12月22日，据媒体 ...

Market Trends - Precious metals continue to reach new highs, with COMEX gold futures rising by 2.13% to $4480.6 per ounce, and silver futures increasing by 2.37% to $69.09 per ounce. Platinum surged over 6% to break the $2100 per ounce mark, while palladium also saw significant gains [1] - The US stock market saw all three major indices close higher, with the S&P 500 up 0.64%, the Nasdaq up 0.52%, and the Dow Jones up 0.47%. The VIX index fell to 14.08, the lowest level since December 2024, driven by gains in AI-related stocks such as Nvidia and Tesla [1] Commodity Prices - WTI crude oil futures settled up 2.64% at $58.01 per barrel, while Brent crude rose 2.65% to $62.07 per barrel. Recent US actions in Venezuela have raised concerns about oil supply security [2] - Tungsten powder saw a weekly increase of approximately 18%, while silver prices have risen over 128% year-to-date, and palladium has increased by over 95% [1][2] Stock Market Activity - Southbound funds recorded a net purchase of approximately HKD 31.25 billion, with notable net buys in SMIC and Xiaomi, while China Mobile faced net selling [3] - Four new stocks listed on the Hong Kong market experienced significant declines on their first day, with losses ranging from 24.17% to 49.46% [3] Investment Trends - Insurance capital has shown increased enthusiasm for stock purchases, with a total of 39 instances of stake increases this year, primarily favoring high-dividend stocks in banking, infrastructure, and logistics sectors [3] - Stock ETFs have seen a net inflow of 400.96 million shares in December, with broad-based ETFs attracting over RMB 11.137 billion [4] Economic Policies - The Chinese government is planning to implement a series of major projects to stimulate economic growth and expand domestic demand, as discussed in a recent State Council meeting [10] - The National Healthcare Security Administration has initiated a centralized procurement process for high-value medical consumables, aiming to streamline costs and improve access [10] Industry Developments - A breakthrough in optical computing chips has been achieved by researchers at Shanghai Jiao Tong University, which could significantly impact the market for optical communication chips, projected to grow at a CAGR of 17% from 2025 to 2030 [8] - The global cloud infrastructure services spending is expected to reach $102.6 billion by Q3 2025, reflecting a 25% year-on-year growth, driven by the increasing demand for AI technologies [13] Company Announcements - Vanke has extended the grace period for a bond repayment from 5 working days to 30 trading days, although the revised repayment plan was not approved by bondholders [4] - Huaxia Happiness rejected proposals from Ping An Life to increase its stake, indicating ongoing governance challenges [14]