在政策支持、技术创新和市场需求的多重利好因素驱动下，2025年以来港股创新药板块表现显著跑赢大 市。数据显示，2025年以来，有49家医药生物公司涨幅超过100%，在涨幅前10名的公司中，股价均翻 了数倍。前不久，中慧生物登陆港股，又催化了包括疫苗股在内的多只生物医药股的大热行情。 亮眼的股价表现背后，是中国药企的飞速进步。东方证券表示，中国创新药企业正在积极开发源头创新 药物，而"真"创新会带来可持续的出海机会。近期多家投资机构发文表示，创新药行情仍将持续。 13价肺炎结合疫苗是目前最广谱的肺炎球菌疫苗之一，疫情前曾蝉联十年全球疫苗销售冠军，2023年辉 瑞的结合肺炎疫苗年度全球销售额达到64.4亿美元，市场价值已得到充分验证。据灼识咨询评估，全球 13价肺炎结合疫苗缺口高达1.8亿剂，市场存在可观的增长空间。 无血清迭代狂犬疫苗在既往狂犬疫苗的基础上实现了重大技术升级，不含有动物血清，显著提高了安全 性，降低了不良反应的概率。截至目前，全球市场上尚未有无血清狂犬病疫苗获批上市，该产品有望填 补市场空白。 在资本狂热力捧的mRNA技术领域，艾美疫苗一直领跑同类企业。艾美的mRNA技术平台通过上万例受 试者临 ...

Group 1 - Apple is considering abandoning its self-developed AI models and may use AI technologies from Anthropic or OpenAI for the new version of Siri, indicating that its internal progress in AI may not meet expectations [2][3] Group 2 - Moderna announced that its experimental mRNA-based flu vaccine produced a stronger immune response than existing vaccines in a Phase 3 trial, paving the way for the approval of its COVID-19/flu combination vaccine [4][5] Group 3 - Google is increasing its investment in the nuclear fusion startup Commonwealth Fusion Systems (CFS) and has signed a power purchase agreement with the company, aiming to develop and expand clean and safe fusion energy [5][6] Group 4 - A research team from the National University of Singapore has developed a new type of perovskite organic tandem solar cell, achieving a world record light-to-electricity conversion efficiency of 26.4% over an effective area of 1 square centimeter, with potential applications in drones and wearable devices [6][7] Group 5 - Meta's CEO Mark Zuckerberg announced a major restructuring of the company's AI team, creating a "Superintelligence Lab" (MSL) that will encompass various teams focused on developing open-source Llama software and foundational AI research projects [7][8]