Key Takeaways NVS Q2 EPS rose to $2.42 on 12% revenue growth, led by key drugs like Kisqali, Entresto, and Pluvicto. Novartis raised 2025 core income growth outlook to low teens amid strong product and pipeline performance. Cosentyx missed sales estimates and CFO Harry Kirsch's retirement announcement dampened investor sentiment.Swiss pharma giant Novartis AG (NVS) reported better-than-expected results for the second quarter of 2025 and upped annual guidance for core operating income.Core earnings (exclud ...

Q2 2025 Financial Performance - Novartis delivered double-digit sales growth and core margin expansion in Q2 2025 [134] - Q2 sales reached USD 141 billion, an increase of 11% in constant currencies (cc) compared to Q2 2024 [14] - Core operating income for Q2 2025 was USD 59 billion, a 21% increase in constant currencies (cc) compared to Q2 2024 [14] - Core margin improved to 422%, a 340 basis points increase [14] - Free cash flow for H1 2025 increased by 46% to USD 97 billion [104] FY 2025 Guidance and Capital Allocation - FY 2025 core operating income guidance upgraded to low-teens growth from low double-digit [15] - A new share buyback program of up to USD 10 billion was initiated, to be completed by the end of 2027 [108] - The company assumes Entresto US generic entry in mid-2025 for forecasting purposes [112] Key Products Performance - Kisqali grew by 64% cc in Q2, achieving TRx leadership in mBC [23] - Kesimpta grew by 33% cc in Q2, driven by strong demand growth [31] - Pluvicto grew by 30% cc in Q2, with promising uptake since pre-taxane indication approval in the US [36] - Leqvio grew by 61% cc in Q2, on track for blockbuster status in 2025 [45] - Scemblix grew by 79% cc in Q2, with strong momentum in early lines and global leadership in 3L+ CML [52]

黄仁勋称轻视华为的人极其天真 英伟达创始人黄仁勋于7月16日在北京举行媒体会。黄仁勋指出，任何轻视华为、轻视中国制造能力的 人，都极其天真（Deeply Naive）。这是一家实力强劲的公司，而且他见过华为过去创造的技术。 美团高管称不想卷但不能不反击 据参考消息，新加坡《联合早报》网站7月16日报道，美国芯片公司超微半导体（AMD）称，在美国宣 布将批准销售后，该公司计划重启向中国出口其MI308芯片。此前，美国对英伟达一款芯片作出了类似 决定。 京东回应外卖取消超时20分钟免单 社交平台上有多位网友发文称，京东外卖取消了曾被视为护城河的"超时20分钟免单"服务，改为了"超 时20分钟赔付4元优惠券"。 从补贴战变成混战，再升级为 "中国互联网史上规模最大的补贴战"。只用了不到 100 天。美团最核心 业务的操盘人，也是本轮外卖反击战的指挥者——王莆中接受了媒体访谈。王莆中在谈到平台有没有推 动商户去卷促销时表示："我们是反对营销内卷的。"但同时他也表示："但餐饮行业有太多同质化竞 争，比如奶茶，大家拼命放加盟，激烈竞争。我跟很多头部餐饮老板都聊过不要内卷。他说你能说服所 有人，我们就不卷。但我能说服所有人 ...

Group 1: Short Drama Industry - The short drama gaming sector is experiencing increased popularity, with companies like Tiandi Online and Hengdian Film achieving significant stock gains [1] - DataEye reports that by the first half of 2025, micro-short drama users will reach 696 million, with a half-year increase of 34 million, and average daily viewing time at 101 minutes [1] - The National Radio and Television Administration is promoting the quality and standardization of micro-short dramas while encouraging cross-industry integration [1][2] Group 2: Pharmaceutical Industry - Pharmaceutical stocks are seeing significant gains, with companies like Lizhu Group and Hasi Lian reaching their daily price limits [2] - The National Medical Products Administration has announced the selection of 55 products for the 11th batch of centralized procurement, focusing on maintaining clinical stability and quality [2] - Analysts believe that the rise of innovative drugs is sustainable, with a projected market size of 50.4 billion yuan in 2024, a 35% increase year-on-year [3] Group 3: Nuclear Fusion Industry - The 2025 China International Nuclear Energy and Nuclear Fusion Industry Conference is being held in Shanghai, showcasing innovations across the nuclear fusion technology spectrum [3][4] - The number of members in China's controllable nuclear fusion innovation consortium is expected to increase significantly by the end of 2024, with active financing in commercial nuclear fusion enterprises [4] - Approximately 70% of commercial fusion companies anticipate achieving their first commercial demonstration pile by 2035 [4] Group 4: Intellectual Property - The Ministry of Public Security has issued guidelines to combat intellectual property crimes, emphasizing the protection of technological innovation [5] - The Chinese intellectual property service market is projected to reach 285 billion yuan in 2023, with expectations of continued high growth [5] Group 5: eSIM Technology - China Unicom has launched eSIM mobile services, marking a significant step towards commercial trials of this technology [6][7] - The demand for eSIM is expected to grow due to the rise of AI models and the increasing number of IoT connections [7] Group 6: Environmental Protection - The Ministry of Water Resources is implementing strategies for comprehensive river protection and governance, focusing on water resource conservation and ecological protection [8] Group 7: Macro and Industry News - The State Council is focusing on policies to strengthen domestic circulation and regulate the competition in the new energy vehicle industry [9][10] - The National Energy Administration reported a record national power load exceeding 1.5 billion kilowatts [12]

据中证报报道，近日，随着有关iPhone 17 Air可能仅支持eSIM的消息持续引发关注，国内eSIM业务也 逐渐浮出水面。中国联通正式上线了eSIM手机业务的开通页面，标志着该技术已迈入手机端的商用试 验阶段。根据官方信息，用户如为首次办理，需通过线下渠道完成相关手续。此前，OPPO WATCH X2 系列于7月11日宣布重新接入中国移动的eSIM服务，成为智能穿戴设备领域eSIM应用回暖的重要信号。 如今，中国联通将eSIM推进至手机商用试验阶段，也预示着eSIM在移动终端领域的广泛应用正加速到 来。 *免责声明：文章内容仅供参考，不构成投资建议 *风险提示：股市有风险，入市需谨慎 美格智能：拥有成熟eSIM技术，智能终端产品批量交付，覆盖车载、智能家居领域。 澄天伟业：提供eSIM核心数据处理与写入服务，产品应用于可穿戴设备及工业物联网。 中证报指出，eSIM（嵌入式SIM卡）作为通信技术的重要创新，正加速重塑全球智能终端连接生态。 AI大模型对"全时在线"的刚需、设备小型化需求（如智能眼镜、戒指）、物联网连接数的大增将驱动对 eSIM的需求不断增长。数据预计2030年全球61个关键IoT场景中半数采 ...

这样国产手机也兼容 esim 了。 https://t.co/1L3pDxxgdg ...

Core Insights - Novartis AG is set to report its second-quarter 2025 results on July 17, with revenue expectations at $14.04 billion and earnings at $2.38 per share [1] - The company has a strong earnings surprise history, beating estimates in the last four quarters with an average surprise of 7.12% [1] Earnings Prediction - The Earnings ESP for Novartis is -0.28%, indicating a lower likelihood of an earnings beat this quarter [3] - The company currently holds a Zacks Rank of 2 (Buy) [3] Growth Drivers - Novartis operates in four core therapeutic areas: cardiovascular-renal-metabolic, immunology, neuroscience, and oncology following the spin-off of the Sandoz business [4] - Key products driving growth include Entresto, Kisqali, Kesimpta, Leqvio, and Scemblix, with strong sales expected in Q2 [4][8] Product Performance - Entresto's sales are estimated at $2.3 billion, benefiting from increased demand in China and Japan [5] - Kisqali's sales are projected at $1 billion, driven by its recognition in breast cancer treatment [6][7] - Kesimpta's sales are also expected to reach $1 billion, reflecting increased demand [7] - Cosentyx is anticipated to generate sales of $1.73 billion, supported by recent launches and volume growth [9] - Leqvio's sales estimates are $284 million, indicating strong growth in cholesterol management [10] - Pluvicto's sales are projected at $410 million, bolstered by FDA approval for expanded use [11] - Scemblix continues to see growth in chronic myeloid leukemia treatment, with strong demand expected [12] Recent Developments - Novartis acquired Regulus Therapeutics for $0.8 billion, adding farabursen to its pipeline, which targets autosomal dominant polycystic kidney disease [14] - Year-to-date, Novartis shares have increased by 27.3%, significantly outperforming the industry average of 1.8% [15]

Group 1 - Core stocks in the Shanghai market, including China Telecom, China Shenhua, Beijing-Shanghai High-Speed Railway, Postal Savings Bank, and Industrial and Commercial Bank, experienced significant selling pressure during the closing auction phase, reflecting cautious sentiment among investors [1] - China Telecom, as a leading company in the telecommunications sector, has recently made moves in the eSIM business, but the market remains watchful regarding its short-term performance [1] - China Shenhua, a key player in the coal industry, also faced selling pressure, indicating that its price movements directly impact related index performance [1] Group 2 - The total trading volume in the Shanghai and Shenzhen markets reached 17,368.99 billion yuan, indicating active overall trading despite the concentrated selling of core stocks [2] - The unusual fluctuations in core stocks during the closing auction phase may suggest adjustments in fund allocation strategies, often associated with institutional rebalancing, index fund redemptions, or block trades [2] - The price discovery function during the closing auction is crucial, as it reflects supply and demand dynamics, allowing the market to correct stock prices and provide preliminary expectations for the next day's performance [2]

TORONTO, July 10, 2025 (GLOBE NEWSWIRE) -- Enthusiast Gaming Holdings Inc. (TSX: EGLX) (“Enthusiast Gaming” or the “Company”) today announces a debt financing and forbearance transaction (the “Transaction”) designed to support the Company’s recapitalization and long-term business objectives. Following the Company’s announcement of the strategic divestment of its direct sales business line, Enthusiast Gaming has sharpened its focus on its portfolio of high-performing digital gaming media assets that deliver ...

Summary of Key Points Core Viewpoint The Chinese IPO market is showing signs of recovery in the first half of 2025, with a total of 94 new listings in A-shares and Hong Kong stocks, indicating a positive trend in capital market expansion, particularly for companies from Shandong province. Group 1: IPO Market Overview - As of June 2025, a total of 94 new companies were listed in A-shares and Hong Kong stocks, with A-shares contributing 51 new listings and raising 37.355 billion yuan, representing a year-on-year increase of approximately 16% in the number of new stocks and 15% in total financing compared to 2024 [1] - Shandong province contributed three new listings: Weigao Blood Purification (603014.SH), Xinhenghui (301678.SZ) in A-shares, and Nanshan Aluminum International (02610.HK) in Hong Kong [1] Group 2: Weigao Blood Purification - Weigao Blood Purification officially listed on the Shanghai Stock Exchange on May 19, 2025, with an issue price of 26.5 yuan per share, raising 1.09 billion yuan [2] - The stock price closed at 41.41 yuan per share on the first day, a 56.26% increase from the issue price, with a market capitalization reaching 17.036 billion yuan [2] - The company is a leader in the blood purification sector, focusing on the development, production, and sales of medical products, and has established a strong technological barrier with 257 domestic patents [2][3] Group 3: Xinhenghui Electronics - Xinhenghui Electronics was listed on the ChiNext board on June 20, 2025, with an issue price of 12.80 yuan per share, successfully raising 767 million yuan [5] - The company is a leader in smart card packaging materials, with a global market share of 30%, ranking second worldwide [5][6] - From 2021 to 2023, Xinhenghui's revenue grew from 548 million yuan to 767 million yuan, with a compound annual growth rate of 18.28% [6] Group 4: Nanshan Aluminum International - Nanshan Aluminum International, the only Shandong company listed in Hong Kong, focuses on high-end aluminum supply chain and has become the first aluminum company listed in Southeast Asia [9] - The company opened at 26.60 HKD but closed at 25.25 HKD on the first day, a decrease of 5.08%, although the stock price increased by 28.57% by the end of June [9][10] - From 2021 to 2023, Nanshan's revenue surged from 173 million USD to 678 million USD, with a net profit increase from 39.71 million USD to 174 million USD [10] Group 5: Other Companies and Trends - Several other Shandong companies are planning to list in Hong Kong, including Goer Microelectronics and Tianyue Advanced, indicating a trend of Shandong enterprises expanding into international markets [10][11] - The capital market in Shandong is experiencing both new listings and some companies opting for voluntary delisting, such as Yulong Gold [13][14] - The overall landscape of Shandong's capital market is characterized by a mix of growth and restructuring, with a focus on high-end manufacturing and technology sectors [15]