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- 美Fan美Fan
  ·07-08
  $农夫山泉(09633)$ 这跌的莫名其妙
  310 评论
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- 美Fan美Fan
  ·07-08
  $汇丰控股(00005)$ 银行也就比地产好了
  2,136 评论
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- 美Fan美Fan
  ·07-08
  $英伟达(NVDA)$ 冲起来
  116 评论
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- 美Fan美Fan
  ·07-08
  $国泰君安国际(01788)$ 中国被动稳定币也可以这么疯狂
  2,322 1
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- 美Fan美Fan
  ·07-07
  $先声药业(02096)$ 两大支柱业务构成其增长引擎：一是以先诺欣为代表的抗病毒领域“现金牛”：作为国内首个获批的国产3CL蛋白酶抑制剂，先诺欣在2023年贡献超35亿元营收，尽管2024年新冠疫情平缓导致需求回落，但公司通过拓展“流感+新冠”联合适应症（II期临床已完成），正将其转化为呼吸道病毒感染的常规用药。更关键的是，该产品建立的渠道渗透能力（覆盖全国90%三级医院），为后续抗病毒管线（如RSV抑制剂）铺路。二是肿瘤领域的“管线梯队”：核心产品恩度（抗血管生成药物）年销售额稳定在15亿元以上，而生物药管线进入收获期——PD-L1单抗（SIM0237）治疗小细胞肺癌的III期临床已完成入组，预计2025年Q4提交NDA；CDK4/6抑制剂（SIM0335）在HR+/HER2-乳腺癌的II期数据优于同类产品，有望成为差异化竞品。
  1,974 评论
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- 美Fan美Fan
  ·07-07
  $特斯拉(TSLA)$ 这能抄了吗
  740 2
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- 美Fan美Fan
  ·07-07
  今天是七七卢沟桥事变88周年，勿忘国耻！
  560 评论
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- 美Fan美Fan
  ·07-07
  投资界-解码LP获悉，晨壹基金旗下的上海晨峦企业管理合伙企业（有限合伙）近日发生工商变更，新增合伙人出现了腾讯的身影。晨壹基金的掌门人刘晓丹，早年前曾是华泰联合的灵魂人物，操刀不少经典案例，被称为“并购女王”。2019年，刘晓丹率队晨壹基金亮相，聚焦并购投资，首期基金一举募资68亿元，去年阿里巴巴老将张勇、胡晓相继加盟，操刀并购。
  122 评论
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