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2026-07-27
10:29
G Sachs Opines US Stocks Remain Highly Challenging, Recommends Buying Gold on Dips

Goldman Sachs issued a report opining that the US stock market is experiencing noticeable internal divergence and high-momentum volatility, with visible signs of market deleveraging, leaving the market highly challenging. The broker believed the core investment strategy for investors should be to streamline portfolios and focus on high-probability trades.

Meanwhile, speculative long positions in gold have largely been unwound, while central banks around the world have resumed gold purchases. Coupled with solid support for gold prices near USD4,000, investors are advised to buy gold on dips to capture structural buying opportunities.

The broker added that the AI infrastructure investment theme continues to dominate the market, but the issue of surging AI capex without matching revenue growth remains unresolved. Earnings results this week from Microsoft Corporation (MSFT.US), Meta Platforms, Inc. (META.US) and Amazon.com, Inc. (AMZN.US) will become the next key test for the stock market. The market needs to see a clear connection between AI investment and revenue growth.
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10:29
【祝賀】亞盛醫藥楊大俊榮登《The Medicine Maker》2026全球最具影響力人物榜

美國馬里蘭州羅克維爾市和中國蘇州2026年7月27日 /美通社/ -- 致力於在腫瘤等領域開發創新藥物的領先的生物醫藥企業——亞盛醫藥(納斯達克代碼:AAPG;香港聯交所代碼:6855)今日宣佈,公司董事長兼首席執行官楊大俊博士榮登國際知名醫藥產業媒體《The Medicine Maker》2026年度"The Power List"(全球最具影響力人物榜),在小分子領域TOP10名單中位居第三位。該榜單面向全球遴選小分子藥物、生物製藥、先進療法領域領軍者,經過數月的全球業界同行提名、專家評審委員會評選產生,旨在表彰持續推動新藥研發、工藝創新、促進創新藥物走向患者的行業領袖。本年度榜單共計評選出全球60位行業傑出代表。

《The Medicine Maker》是全球製藥產業鏈極具影響力的專業媒體,聚焦藥物研發、CMC 工藝開發、產業化落地與新藥商業化。一年一度的The Power List榜單自推出以來,持續收錄企業領袖、頂尖科學家等全球醫藥領域傑出人物,代表了推動全球醫藥創新的關鍵力量。該榜單已成為評估行業影響力的重要參考。

The Medicine Maker 2026年度影響力人物簡介

「楊大俊博士於2009年共同創立了亞盛醫藥(Ascentage Pharma),在腫瘤學、細胞凋亡通路及創新藥研發領域深耕逾三十年。在他的領導下,亞盛醫藥推進了一系列具有全球首創(first-in-class)和同類最佳(best-in-class)潛力的小分子抗癌療法管線,其中包括耐立克®(奧雷巴替尼)——中國首個獲批上市的第三代BCR-ABL抑制劑。

2025年7月,亞盛醫藥自主開發的利生妥®(利沙托克拉)在中國獲批用於治療慢性淋巴細胞白血病/小淋巴細胞淋巴瘤(CLL/SLL),成為自2016年維奈克拉獲批以來,全球範圍內第二個獲批的Bcl-2抑制劑。

目前,楊大俊博士正領導多項全球註冊III期臨床研究,包括耐立克®和利生妥®在多種血液腫瘤和實體瘤中的臨床試驗,同時也在推進靶向蛋白降解等新一代技術。」

楊大俊博士深耕腫瘤創新藥領域30多年,帶領公司始終堅守全球創新戰略,致力於攻堅全球尚未滿足的重大臨床需求。在楊大俊博士領導下,亞盛醫藥成功推動耐立克®、利生妥®兩款原創新藥實現商業化,均填補了臨床空白。此外,公司正在開展多項全球註冊III期臨床研究,其中四項獲得FDA、EMA批准。值得一提的是,利生妥®是目前國際上唯一正推進中高危MDS註冊III期臨床的Bcl-2抑制劑,有望打破中高危MDS領域長期存在的臨床空白。

在楊大俊博士的帶領下,公司達成國內小分子創新藥領域規模領先的重大BD合作。在資本市場層面,公司相繼於2019年10月、2025年1月成功在香港港交所、美國納斯達克上市,成為首家先港股、後美股雙重主要上市的生物醫藥企業。

楊大俊博士表示:「能夠入選『The Power List 2026』,這份榮譽不只屬於個人,更是對亞盛醫藥團隊在小分子創新藥領域長期堅守全球創新的認可。新藥研發是一場長跑,我們將堅持解決全球尚未滿足的臨床需求,持續推進細胞凋亡靶點創新管線開發,快速推進全球化佈局,努力讓更多原創新藥惠及全球患者。」

關於亞盛醫藥

亞盛醫藥(納斯達克代碼:AAPG;香港聯交所代碼:6855)是一家綜合性的全球生物醫藥企業,致力於研發、生產和商業化創新藥,以解決腫瘤領域全球患者尚未滿足的臨床需求。公司已建立豐富的創新藥產品管線,包括抑制Bcl-2和 MDM2-p53 等細胞凋亡通路關鍵蛋白的抑制劑、新一代針對癌症治療中出現的激酶突變體的抑制劑以及蛋白降解劑。

公司核心品種耐立克®是中國首個獲批上市的第三代BCR-ABL抑制劑,已獲批用於治療伴有T315I突變的慢性髓細胞白血病慢性期(CML-CP)和加速期(CML-AP)患者,以及對一代和二代TKI耐藥和/或不耐受的CML-CP成年患者。該藥物所有獲批適應症均已被納入中國國家醫保藥品目錄(NRDL)。目前,亞盛醫藥正在開展耐立克®三項全球註冊III期臨床研究,分別為:獲美國FDA和歐洲EMA許可的評估耐立克®治療新診斷費城染色體陽性急性淋巴細胞白血病(Ph+ ALL)患者POLARIS-1研究;獲美國FDA和歐洲EMA許可的評估耐立克®治療經治CML-CP成年患者的POLARIS-2研究;評估耐立克®治療SDH-缺陷型GIST患者的POLARIS-3研究。

公司另一重磅品種利生妥®是一款用於治療多種血液系統惡性腫瘤的新型Bcl-2抑制劑。利生妥®已獲中國國家藥品監督管理局(NMPA)批准,用於治療既往至少接受過一種包括布魯頓酪氨酸激酶(BTK)抑制劑在內的系統治療的成人慢性淋巴細胞白血病/小淋巴細胞淋巴瘤(CLL/SLL)患者。目前,亞盛醫藥正在開展利生妥®四項全球註冊III期臨床研究,分別為:獲美國FDA和歐洲EMA許可的評估利生妥®聯合BTK抑制劑治療既往接受BTK抑制劑治療超過12個月且應答不佳的CLL/SLL患者的GLORA研究;評估利生妥®一線治療初治CLL/SLL患者的GLORA-2研究;評估利生妥®一線治療新診斷老年或不耐受的AML患者的GLORA-3研究;以及獲美國FDA和歐洲EMA許可的評估利生妥®一線治療新診斷中高危MDS患者的GLORA-4研究。

憑借強大的研發能力,亞盛醫藥已在全球範圍內進行知識產權佈局,並與武田、阿斯利康、默沙東、輝瑞、信達等眾多領先的生物製藥公司達成全球合作,同時與丹娜法伯癌症研究院、梅奧醫學中心、美國國家癌症研究所和密西根大學等學術機構建立研發合作關係。如需瞭解更多信息,請訪問 https://ascentage.com/

前瞻性聲明

本新聞稿包含根據美國《1995年私人證券訴訟改革法案》,以及經修訂的《1933年證券法》第27A條和《1934年證券交易法》第21E條所界定的前瞻性陳述。除歷史事實陳述外,本新聞稿中的所有內容均可能構成前瞻性陳述,包括亞盛醫藥對未來事件、經營成果或財務狀況所發表的意見、預期、信念、計劃、目標、假設或預測。

這些前瞻性陳述受到諸多風險和不確定性的影響,具體內容已在亞盛醫藥向美國證券交易委員會(SEC)提交的文件中詳細說明,包括2026年4月29日提交的20-F表格中截止2025年12月31日的年度報告中的「風險因素」和「關於前瞻性聲明的警示聲明」章節,2019年10月16日提交的首次發行上市招股書中的「前瞻性聲明」、「風險因素」章節,以及我們不時向SEC或HKEX提交的其他文件。這些因素可能導致實際業績、運營水平、經營成果或成就與前瞻性陳述中明示或暗示的信息存在重大差異。本前瞻性聲明中的陳述不構成公司管理層的利潤預測。

因此,該等前瞻性陳述不應被視為對未來事件的預測。本新聞稿中的前瞻性陳述僅基於亞盛醫藥當前對未來發展及其潛在影響的預期和判斷,且僅代表截至陳述發表之日的觀點。無論出現新信息、未來事件或其他情況,亞盛醫藥均無義務更新或修訂任何前瞻性陳述。

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09:33
Samsung Forges USD200B AI Chip Co-op Deal With Broadcom

Samsung Electronics said it reached an agreement with US chip designer Broadcom Inc. (AVGO.US) to expand cooperation in memory chips, chip foundry services and advanced packaging, with the value of the cooperation expected to exceed USD200 billion by 2030.
~

AASTOCKS Financial News
Website: www.aastocks.com

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09:27
晶泰科技Kodexia™:首個生成式AI+第一性原理的siRNA研發平台獲新進展,管線進入PCC確認階段

北京2026年7月27日 /美通社/ -- 近日,晶泰科技(2228.HK)宣佈其自主研發的全球首個基於「生成式 AI+第一性原理」 的乾濕閉環 siRNA 藥物開發平台 Kodexia™ 迎來關鍵里程碑,並在 CPIC 2026 首屆大國新藥全球會議上公佈了多款自研管線的最新進展。作為公司 「AI+機器人」 智能藥物研發平台向核酸藥物模態的延伸,Kodexia™ 平台在一款面向 IgA 腎病的 siRNA 管線中僅用 7 個月,便獲得非人靈長類(NHP)藥效數據,活性與長效性均優於同靶點的臨床階段參照分子,有望於近期——即項目立項後 9 個月內確定PCC分子(臨床前候選化合物),研發週期較行業平均的 12 到 18 個月顯著縮短。該臨床前平行對照試驗數據初步驗證了平台 AI 模型在活性與長效性預測上的準確度,也表明 Kodexia™ 具備產出高競爭力候選分子的能力,進一步拓展了公司在核酸藥物發現領域的技術邊界與商業化空間。

AI+第一性原理驅動siRNA研發,拓展核酸藥物市場藍海

當前,siRNA 藥物正處於高速發展期。據行業統計,僅 2026 年上半年,全球相關交易已超 10 筆,總金額近百億美元,反映出國際製藥巨頭對該賽道資產的強烈需求與溢價意願。然而,序列與修飾優化割裂、專利壁壘、體內轉化效率與肝外遞送受限等挑戰制約了 siRNA 藥物的廣泛應用。

針對上述行業痛點,晶泰科技構建了以 AI 為中心(AI-centric)的核酸藥物開發平台 Kodexia™,將 AI 能力貫穿於序列設計、修飾推薦、實驗驗證、遞送優化與知識產權佈局的全過程。Kodexia™ 的核心設計模塊融合了 siRNA 沉默機制、RNA 熱力學與結構特徵等第一性原理和機制知識,可針對體外活性、體內轉化、長效性、脫靶和安全性等關鍵終點分別進行訓練與協同優化,避免在單一指標上獲得局部最優,從而在兼顧藥效和安全性的同時,高效篩選出具備差異化優勢和專利自由度的候選分子。

與傳統 「先設計、再逐項驗證」 的串聯流程不同,Kodexia™ 能夠並行推進多個靶點項目,進一步提升了研發效率。借助這一系統性的平台優勢,Kodexia™ 能顯著縮短siRNA藥物的早期研發週期,分子設計效率較傳統研發模式提升近 3 倍,首輪體內驗證命中率超過50%。

在 siRNA 藥物遞送這一行業關鍵瓶頸上,晶泰科技已搭建 AI 驅動的遞送研發平台,將遞送系統作為與 siRNA 序列協同設計的組成部分。依托團隊在大分子、小分子和脂質納米顆粒(LNP)等方向積累的 AI 研發經驗,平台可對遞送載體和靶向配體進行多目標設計與優化。目前,相關能力已用於腎臟、脾臟和脂肪等組織的遞送研究,為拓展肝外適應症提供技術儲備。

此次管線項目僅用 7 個月便推進至 NHP 體內驗證,並向 PCC 確認階段邁進;在與同靶點臨床階段參照分子的平行對照試驗中,該候選分子表現出更強的體內藥效活性和更持久的作用時間。這既驗證了平台預測模型的可靠性,也為該管線賦予了潛在的差異化競爭優勢與後續對外授權(License-out)價值。未來,隨著高質量數據和高精度模型持續迭代,Kodexia™ 平台有望進一步提升 siRNA 藥物研發效率,縮短從靶點到 PCC 的週期,提高管線資產的產出確定性與商業化轉化效率。

數據驅動乾濕實驗雙向閉環,siRNA從分子設計到管線開發

Kodexia™ 由晶泰科技高祥瑞博士帶領的人工智能與生物醫藥跨學科團隊研發。區別於側重經驗規則或單點計算的傳統輔助工具,Kodexia™ 將數據、AI 設計與自動化實驗整合為一套完整的研發體系,形成 「設計—驗證—反饋」 的乾濕閉環。在數據層面,平台已快速積累數萬條體內外實驗數據,並隨管線推進持續反哺生成萬級獨有高價值數據;在底層算法層面,平台將第一性原理與生成式、判別式 AI 深度結合,利用專屬 AI 模型進行 siRNA 分子設計,同步兼顧體內外沉默效率、脫靶毒性、長效性與可專利性等多維目標,在龐大的序列與修飾空間中實現全局尋優;在實驗驗證層面,依托晶泰科技自動化實驗能力,平台每週可開展 500 余項體外實驗和 30 余項體內實驗。

目前,Kodexia™ 已完成從概念驗證向管線資產的跨越,在代謝、腎病、雙靶及肝外遞送等前沿方向,佈局了 5 條差異化的 siRNA 管線。其中,超半數管線已完成體內藥效評價,動物數據表現優異,最快管線已進入 PCC 階段。這些管線資產的穩步推進,不僅驗證了平台在多靶點、肝外遞送與複雜疾病場景下的研發能力,未來也將通過聯合研發、資產共研及對外授權等模式探索商業轉化路徑,並持續反哺平台數據積累與模型迭代,形成 「研發-數據-收入」 的正向循環。

隨著 Kodexia™ 等 AI 平台在多個領域實現高質量交付,晶泰科技橫跨小分子、抗體、多肽、核酸等多種藥物模態的智能藥物研發平台正持續拓展可成藥空間。公司期待與全球藥企及生物科技夥伴就 Kodexia™ 平台賦能、資產共研與對外授權展開合作,共同推進下一代 RNAi 療法的臨床轉化,為行業及社會創造長期價值。

關於晶泰科技

晶泰科技(「XtalPi Holdings Limited」,股份簡稱:晶泰控股,XTALPI,股票代碼:2228.HK)由三位麻省理工學院的物理學家於 2015 年創立,是一個基於量子物理、以人工智能賦能和機器人驅動的創新型研發平台。公司採用基於量子物理的第一性原理計算、人工智能、高性能雲計算以及可擴展及標準化的機器人自動化相結合的方式,為製藥及材料科學(包括農業技術、能源及新型化學品以及化妝品)等產業的全球和國內公司提供藥物及材料科學研發解決方案及服務。

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09:26
NVIDIA to Invest USD1B in Naver, Cooperates With SK Group to Build 2-Gigawatt AI Data Center

NVIDIA Corporation (NVDA.US) will invest USD1 billion in Naver to fund an artificial intelligence data center (AIDC) under construction in South Korea. The data center is being developed in partnership with US private equity firm Brookfield and will adopt Nvidia's AI computing hardware.

In addition, Nvidia is cooperating with SK Group to build an AIDC with capacity exceeding 2 gigawatts in South Korea, equivalent to the electricity demand of about 1.5 million households. Nvidia said the first AI computing factory built by SK Telecom will commence operations next year.

Nvidia CEO Jensen Huang said South Korea's semiconductor and industrial businesses are thriving, adding that this is South Korea's golden era and that the country possesses comprehensive capabilities to build global AI infrastructure.
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AASTOCKS Financial News
Website: www.aastocks.com

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09:10
NVIDIA Secures SK Hynix Memory Supply as Part of USD500B AI Deal

NVIDIA Corporation (NVDA.US) said it has secured AI memory supply from South Korea's SK Hynix to lock in key component supply for its advanced processors and systems.

NVIDIA announced the agreement in San Francisco last Friday (24th), saying the deal could be worth as much as USD500 billion over multiple years and includes the construction of a large-scale data center expected to commence operations in 2027.

SK Telecom, a unit of SK Hynix, will use NVIDIA's Vera Rubin systems to build cloud operations. NVIDIA said the target capacity will require 2 gigawatts of electricity, implying the large-scale deployment of hundreds of thousands of GPUs.
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09:10
Report: NVIDIA to Provide USD250B Guarantee for OpenAI to Lease SoftBank Data Center

NVIDIA Corporation (NVDA.US) is discussing providing guarantees of about USD250 billion to help OpenAI lease a 10-gigawatt data center hub being built by Japan's SoftBank Group (9984.JP) in Ohio, the US, the Wall Street Journal, citing sources, reported.

Previously, SoftBank founder Masayoshi Son said the project's cost could reach about USD500 billion. NVIDIA's guarantees would help SoftBank secure additional financing to support the project.
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09:02
Tesla Logs Biggest Drop Since 2022; SpaceX Slides Ahead of Starship Test

Tesla (TSLA.US) shares tumbled a cumulative 18% last week, closing at USD313.03 on Friday, marking the company's largest weekly decline since 2022. SpaceX also extended its downturn, diving 7.2% over five days to close at USD115.07 on Friday, the lowest level since its record IPO last month.

The declines in the two stocks wiped out around USD130 billion from Elon Musk's net worth, only weeks after he became the world's first trillionaire. Elon Musk posted on X on Friday: "(Former) trillionaire".

Tesla's downswing was mainly dented by weaker-than-expected 2Q26 results. The EV maker released its 2Q results after market close on Wednesday. Owing to surging spending on future projects including Robotaxi, humanoid robots and large-scale chip factories, the company's cash flow turned negative.

Tesla shares have slumped 30% YTD, markedly underperforming other large-cap tech peers.
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2026-07-25
16:30
Trip.com Group Sincerely Accepts Administrative Penalty Decision Issued by the State Administration for Market Regulation of the People's Republic of China

SINGAPORE, July 25, 2026 /PRNewswire/ -- Trip.com Group Limited (Nasdaq: TCOM; HKEX: 9961) today announced that it has received the administrative penalty decision issued by the State Administration for Market Regulation of the People's Republic of China.

Trip.com Group sincerely accepts the decision and will adopt rectification measures in accordance with applicable laws and regulations to implement the decision's requirements. The Company will strengthen its long-term governance mechanisms and strive to contribute to the sustainable development of the travel industry.

Trip.com Group's management team will host a conference call at 8:00 AM U.S. Eastern Time on July 27, 2026 (or 8:00 PM Hong Kong Time on July 27, 2026).

The conference call will be available on Webcast live at: http://investors.trip.com.

All participants must pre-register to join this conference call using the participant registration link below:
https://register-conf.media-server.com/register/BIb78e08d8f18340c4882a7e4ab961906b.

Upon registration, each participant will receive details for this conference call, including dial-in numbers and a unique access PIN. To join the conference, please dial the number provided, enter your PIN, and you will join the conference instantly.

For further information, please contact:
Investor Relations
Trip.com Group Limited
Email: [email protected]

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16:06
Tencent Brings Together AI and Games to Help Preserve and Share Cultural Heritage of New UNESCO Site in Jingdezhen

  • Tencent applies AI and games to protect, reconstruct, and promote one of the world's oldest porcelain traditions at newly inscribed UNESCO site
  • Digital initiatives create a new model for technology-driven heritage preservation globally using a multimodal AI dataset, AI-assisted artifact restoration, and interactive virtual experiences

SHENZHEN, China, July 25, 2026 /PRNewswire/ -- Tencent (00700.HK) today announced the launch of Digital Jingdezhen: Porcelain Craft Adventure, an AI-powered cultural heritage game that enables users to explore Jingdezhen's porcelain-making traditions and experience traditional craft techniques through interactive play. The launch coincides with the inscription of the Jingdezhen Handicraft Porcelain Industry Sites on the United Nations Educational, Scientific and Cultural Organization (UNESCO) World Heritage List.

Digital Jingdezhen is part of a broader cultural innovation initiative that applies Tencent's AI and game technologies. Guided by Tencent's vision of "Tech for Good", the initiative leverages digital preservation to keep Jingdezhen's thousand-year-old porcelain culture alive and relevant today, creating a living heritage with sustainable value and broad public engagement, and building a model that could be carried to heritage sites around the world.

Digital Preservation: Restoring and Unlocking Heritage with AI

Jingdezhen has a thousand years of living heritage; centuries of tradition are still active in its kilns today. To preserve this legacy, a cornerstone of the project was the Jingdezhen Porcelain Cultural Heritage Multimodal AI Dataset.

Over decades, historical records, heritage information, and craft specifications have accumulated into a massive volume of data. Tencent applied Optical Character Recognition (OCR), Natural Language Processing (NLP), and knowledge graph technologies to transform these dispersed materials into structured digital resources that can be analyzed, extracted, verified, and traced back to their original sources.

The dataset contains more than 30,000 documentary records, over 5,000 ceramic gene specimens, and data on nearly 1,000 representative ceramic artifacts in collections worldwide. It provides a digital foundation for cultural research, exhibition development, public interpretation and AI-powered heritage applications.

Building on this foundation, Tencent has developed a range of industry- and public-facing applications, including the Jingdezhen Ancient Ceramics Gene Database, the World Ceramics Interactive Map, and the Digital Jingdezhen AI Companion, providing researchers, heritage professionals, and the public with innovative AI-powered tools to explore and understand porcelain heritage.

Digital Activation: Bringing Jingdezhen's Porcelain Heritage to Life Through AI and Games

To bring the public closer to Jingdezhen and its porcelain-making traditions, Digital Jingdezhen: Porcelain Craft Adventure utilizes AI-assisted Procedural Content Generation (PCG) to create the first large-scale digital recreation of the city's five major porcelain heritage sites and historical production scenes. By rapidly mapping out town layouts and automatically generating architectural structures, decorative elements, and pedestrians, the technology brings Jingdezhen's historic townscape back to life in the digital world.

The game also features high-quality AI digital humans built on large language models and the Jingdezhen Porcelain Cultural Heritage Multimodal AI Dataset. Through AI voice-driven facial expressions and Tencent Games' proprietary animation technology, it creates warm, human-centered interactive experiences that make historical knowledge tangible and relatable. At the same time, AI-powered 3D generation allows users to quickly transform an uploaded image into a 3D porcelain form, lowering the barrier to participation and enabling anyone to turn creative inspiration into tangible ceramic forms in the digital space.

Continuing Heritage: Mobilizing the Community

Ensuring the longevity of Jingdezhen's legacy requires active public participation. Tencent developed the Digital Heritage Guardian (Jingdezhen), a volunteer program built within the Weixin ecosystem. The program enables the public to support the upkeep and stewardship of physical heritage sites, creating a practical channel for community involvement in heritage protection.

"Our work in Jingdezhen is a testament to how 'AI for Good' can breathe new life into ancient traditions," said Zhan Shu, Head of Digital Culture Lab, Tencent. "Working alongside dedicated heritage experts, we have contributed our capabilities in AI and digital technologies to unlock decades of dormant archives for this incredible new UNESCO site. We are proud to help bridge the gap between the thousand-year porcelain heritage and the digital era, creating new ways for the global public to connect with Jingdezhen's living history, and a model for heritage sites worldwide."

For media queries, please contact: [email protected]

About Tencent

Tencent is a global technology and entertainment company focused on creating connections and experiences that matter. Founded in 1998, Tencent is driven by its mission to create "Value for Users" and apply "Tech for Good."

Tencent's communication and social services connect more than one billion people around the world, helping them to keep in touch with friends and family, access transportation, pay for daily necessities, and even be entertained. Tencent also develops and publishes some of the world's most popular video games and other high-quality digital content, delivering rich and immersive interactive entertainment experiences. Tencent also offers a range of services such as cloud computing and other enterprise services to support our clients' digital transformation and business growth. Headquartered in Shenzhen, Tencent has been listed on the Main Board of the Stock Exchange of Hong Kong since June 2004.

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