The US stock market was on a bumpy ride on Thursday, as the market eyed the quarterly results of major techs. The DJIA ended up 55 points or 0.1% at 49,071. The Nasdaq, initially dented by a plunge in Microsoft (MSFT.US) and software stocks, slumped by as much as 624 points or 2.6% before narrowing its loss to close down 172 points or 0.7% at 23,685. The S&P 500 dipped 9 points or 0.1% to 6,969.

Microsoft's 2FQ profit grew 60%, but its cloud services revenue fell short of expectations, leading to a 10% collapse in its stock price, marking the steepest single-day decline since March 2020. Meta (META.US) beat revenue forecasts, with its stock price surging by 10.4%.

Tesla (TSLA.US) reported a 61% drop in 4Q net profit, still beating expectations, although its full-year revenue shrank for the first time on record. Tesla's stock initially soared 2% before giving up gains to close down 3.5%. Apple (AAPL.US), which is set to release its quarterly results after the market close, rose by 0.7%.
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• Global thought leaders presented cutting-edge research at the 2026 International Symposium on Molecular Glue Drug Discovery.
• XtalPi unveils the AI-driven XGlue™ platform to enable rapid, closed-loop molecular glue drug discovery.
• Cross-sector discussions emphasized the need for bridging gaps between academic research, industrial development, and clinical applications.

SHANGHAI, Jan. 29, 2026 /PRNewswire/ -- Recently, XtalPi, a global leader in AI- and robotics-powered drug discovery, successfully concluded its 2026 International Symposium on Molecular Glue Drug Discovery. The event convened leading scientists, biopharma innovators, entrepreneurs, and investors from around the world to explore how emerging technologies are redefining strategies for historically "undruggable" protein targets.

Molecular glue discovery has long relied on serendipity. In his opening remarks, XtalPi Co-founder and CEO Dr. Jian Ma emphasized the need for a fundamental paradigm shift—moving from chance-based discoveries toward a systematic, technology-driven approach enabled by AI, robotics, and global collaboration.

Anchoring this transition, XtalPi Vice President Dr. Yang Xie introduced the company's proprietary XGlue™ platform. XGlue™ integrates physics-based AI modeling to interrogate complex protein–protein interactions with an agentic AI–controlled autonomous synthesis workflow. This closed-loop design–make–test system enables rapid iteration and significantly expands the addressable target space for molecular glue therapeutics, positioning XtalPi at the forefront of next-generation protein degradation.

The symposium featured a series of scientific presentations highlighting the evolution of the field. Prof. Nathanael S. Gray (Stanford University) and Prof. Bruno Correia (EPFL) discussed leveraging chemically induced proximity and computational de novo design to uncover functional interactions beyond the reach of traditional drug discovery. Prof. Ke Ding (Chinese Academy of Sciences) and Dr. Yong Cang (ShanghaiTech University) presented compelling examples of rationally discovered and designed molecular glues addressing critical diseases with significant unmet medical need. Dr. Jianwei Che (Dana-Farber Cancer Institute) and Dr. Liqiang Fu (GluBio) further highlighted how AI-driven methodologies and enabling technologies are improving target selectivity, enhancing molecular potency, and strengthening the safety profile of glue-based therapeutics. From an investment and commercialization perspective, Mr. Peter Zhang (YAFO Capital) outlined strategic pathways for scaling molecular glue therapies across global markets.

The symposium concluded with a cross-sector roundtable on building a sustainable innovation ecosystem for protein degradation. Moderated by Dr. Yang Xie, the discussion brought together leaders from Sanofi, Betta Pharma, GluBio, and other organizations to address the critical gaps between academic discovery, industrial development, and clinical translation. A shared consensus emerged: sustained progress in protein degradation will require deep integration across science, industry, and capital.

As molecular glue therapeutics continue to gain momentum, the convergence of predictive AI and high-throughput automation is accelerating a shift toward logic-driven drug discovery—transforming once-intractable biological targets into viable therapeutic opportunities.

About XtalPi

XtalPi Holdings Limited (XtalPi, 2228.HK) was founded in 2015 by three physicists from the Massachusetts Institute of Technology (MIT). It is an innovative R&D platform powered by quantum physics, artificial intelligence, and robotics. By integrating first-principles calculations, AI algorithms, high-performance cloud computing, and standardized automation systems, XtalPi provides digital and intelligent R&D solutions for companies in the pharmaceutical, materials science, agricultural technology, energy, new chemicals, and cosmetics industries.

東莞2026年1月26日 /美通社/ -- 今天，以人工智能（AI）與機器人驅動研發創新的科學智能（AI for Science）平台晶泰控股（以下簡稱「晶泰科技」，股票代碼：2228.HK）與國內領先的研發驅動型製藥巨頭廣東東陽光藥業股份有限公司（以下簡稱「東陽光藥」，股份代號：6887）簽署重磅戰略合作協議。雙方擬成立合資公司，深度融合晶泰科技AI+機器人藥物研發平台的領先優勢，與東陽光藥在多靶點研發數據、生物學見解與管線開發經驗的深厚積累，通過共建 AI+機器人聯合實驗室與非臨床藥物大模型，解決長期困擾藥物研發的諸多挑戰，實現底層技術與新藥管線開發及商業化的全方位合作。本次合作中，東陽光藥預計將投入數億元，兩家公司將以打造行業領先的 AI藥物研發引擎並實現技術出海為目標，構建「管線共創+技術共贏」的多元盈利模式。

東陽光藥作為中國專利數領先的製藥龍頭，擁有150 余款獲批藥物和100餘款在研藥物的真實世界數據資產，在生物學見解、藥物發現與開發方面具備行業領先的專業能力，並持續投入 AI 製藥的研發與產品轉化；而晶泰科技作為全球智能藥物研發平台的領導者，憑借量子物理、AI與機器人實驗深度融合的獨特創新優勢，構建了從虛擬設計與篩選到濕實驗驗證的完整技術鏈，其合作夥伴包括 17 家全球排名前 20 的國際藥企。雙方合作絕非簡單的技術疊加，而是一場涵蓋「數據-模型-管線-商業化」的全方位深度協同。雙方將通過共建AI藥物研發模型與AI+機器人實驗室，打造行業領先的AI藥物研發引擎，並共同研發自免疾病創新管線，實現「技術底座變現」與「新藥管線造血」的雙飛輪效應，從而共享後續的商業化成果。

在基礎設施與技術底座層面，雙方將基於晶泰科技在 AI 算法與自動化化學領域的技術積累，在東陽光藥部署大規模機器人實驗工作站集群，建設AI驅動的自動化藥物研發實驗室，形成「算法預測—實驗驗證」的高效閉環，並積累高精度、結構化的真實數據。結合東陽光藥海量的非臨床數據與晶泰科技的前沿AI算法，雙方計劃開發行業領先的生理藥代動力學（PB-PK）大模型，以優化研發決策、降低研發風險，並提升後續體內及臨床試驗的成功率。兩家公司還將基於合資公司在數據、算力與模型方面積累的獨特優勢，共建覆蓋藥物研發全生命週期的AI 藥物研發引擎，並集中攻克難成藥靶點、分子合成、構效關係及藥代動力學等領域的技術難題，為數據資產的持續價值轉化與創新藥管線的開發奠定堅實基礎。

在商業化落地方面，雙方將聚焦自身免疫性疾病領域，融合東陽光藥的全鏈條專家經驗與晶泰科技在 AI 藥物研發領域的技術成果，加速候選藥物的發現及臨床轉化。此外，雙方還將利用晶泰科技的全球化商業網絡，共同推廣聯合研發的PB-PK大模型、全生命週期AI藥物研發引擎，以及東陽光藥自研的「HEC-SynAI藥物合成大模型」與「HEC-PharmAI制劑大模型」。雙方不僅將共享創新藥物管線帶來的未來收益，還計劃向學術界和產業界開放技術產品化的合作成果，以「算力支撐 + 數據開發 + 生態共享」的模式，共拓商業價值新藍海。

本次合作不僅是東陽光藥全面擁抱「AI+機器人」研發範式的戰略跨越，更是晶泰科技通用型AI平台商業價值在大型藥企中的又一次強力驗證，標誌著中國頂尖製藥工業與前沿AI科技力量的里程碑式會師。

兩家公司將通過 AI+機器人技術的底層賦能，打破傳統藥企的「數據孤島」與AI算法開發「高門檻」的局限，以自動化、智能化的藥物研發引擎全面加速藥物管線創新與臨床轉化。與此同時，東陽光藥獨有的高質量數據與晶泰科技的AI+機器人技術將共同提升AI模型的預測精度與效率，形成「數據+算法」雙重技術優勢。未來，隨著雙方共建的全生命週期AI藥物研發引擎向行業開放接入，這一合作有潛力重塑製藥研發的全球生態格局，並為雙方開闢數據資產轉化為AI產品及「模型即服務」（MaaS）的商業模式。這種「管線+平台」的雙輪驅動模式，既能快速創造短期可見的技術收益，也為創新藥管線的長期回報提供了支撐，為雙方業務發展注入長期驅動力。

關於東陽光藥

東陽光藥（Sunshine Lake Pharma Co., Ltd. 股份簡稱：東陽光藥，股票代碼：06887.HK）創立於2003年，是一家以自主研發為驅動、植根中國、面向世界的綜合型製藥公司。東陽光藥為全球患者提供創新、優質及可負擔的藥物，以成為世界一流的製藥公司為企業願景。20多年來，公司堅持「創新」和「國際化」發展戰略，已建成國內領先的藥物研發平台、符合國際標準的生產設施和覆蓋全球的銷售網絡。公司戰略性聚焦感染、慢病及腫瘤三大重點領域，在全球擁有超過150款獲批藥物，超過100款在研藥物，包括近50款一類創新藥，逐步發展成為中國生物醫藥領軍企業之一。公司連續7年入選由藥智網發佈的「中國藥品研發綜合實力排行榜」TOP20，入選「2025中國藥品研發實力排行榜」TOP100，並獲得廣東省科技進步一等獎、中國專利金獎等多項榮譽。

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。

Nvidia (NVDA.US), Microsoft (MSFT.US), and Amazon (AMZN.US) are in discussions to invest up to USD60 billion in OpenAI as part of OpenAI's goal to raise USD100 billion, The Information reported, citing people familiar with the matter.

Nvidia, one of the investors, is negotiating to invest up to USD30 billion in OpenAI, while another investor, Microsoft, plans to invest less than USD10 billion, sources divulged.

New investor Amazon's investment could exceed USD10 billion, possibly even surpassing USD20 billion. Earlier this week, there had been reports that SoftBank (9984.JP) plans to add USD30 billion to its investment in OpenAI.

OpenAI CEO Sam Altman has been meeting with Middle Eastern investors to discuss a new round of financing, expected to raise at least USD50 billion, with the company's valuation estimated to be between USD750 billion and USD830 billion, report told.
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HONG KONG, Jan. 29, 2026 /PRNewswire/ -- Akeso, Inc. (9926.HK) is pleased to share that the international industry media FirstWord Pharma released its list titled "Spotlight On: The Drugs That Will Shape 2026", providing an in-depth analysis of 20 key drugs poised to define the trajectory of the global pharmaceutical industry and transform disease treatment paradigms in 2026 and beyond. Akeso/Summit Therapeutics' ivonescimab(PD-1/VEGF bispecific antibody) was selected for inclusion. It stands as the only drug on this list originating from a Chinese innovative pharmaceutical company's independent R&D.

FirstWord Pharma's 2026 list aggregates core pipeline assets from the world's leading pharmaceutical companies. Alongside ivonescimab, the list highlights transformative therapies such as Eli Lilly's Alzheimer's treatment Kisunla, AstraZeneca/Daiichi Sankyo's ADC Datroway, Novartis' antisense oligonucleotide Pelacarsen, and Moderna/Merck's personalized mRNA cancer vaccine intesmeran autogene. Other featured assets include Gilead Sciences/Arcellx's CAR-T therapy anito-cel, Roche's oral SERD Giredestrant, and next-generation metabolic therapies from Novo Nordisk and Pfizer.

Akeso maintains a global operational outlook, with a steadfast commitment to addressing unmet clinical needs. The company consistently refines its research, development, and clinical strategies, while broadening its multidimensional drug technology innovation platform. As it advances its global "IO 2.0+" strategy, Akeso is accelerating the worldwide development of cutting-edge therapies in areas such as autoimmune and neurological disorders. Through open collaboration, the company integrates global advantages and resources, continually strengthening its core international competitiveness, ultimately advancing innovative medicines of Chinese origin for the benefit of patients worldwide.

Forward-Looking Statement of Akeso, Inc.
This announcement by Akeso, Inc. (9926.HK, "Akeso") contains "forward-looking statements". These statements reflect the current beliefs and expectations of Akeso's management and are subject to significant risks and uncertainties. These statements are not intended to form the basis of any investment decision or any decision to purchase securities of Akeso. There can be no assurance that the drug candidate(s) indicated in this announcement or Akeso's other pipeline candidates will obtain the required regulatory approvals or achieve commercial success. If underlying assumptions prove inaccurate or risks or uncertainties materialize, actual results may differ materially from those set forth in the forward-looking statements.

Risks and uncertainties include but are not limited to, general industry conditions and competition; general economic factors, including interest rate and currency exchange rate fluctuations; the impact of pharmaceutical industry regulation and health care legislation in P.R.China, the United States and internationally; global trends toward health care cost containment; technological advances, new products and patents attained by competitors; challenges inherent in new product development, including obtaining regulatory approval; Akeso's ability to accurately predict future market conditions; manufacturing difficulties or delays; financial instability of international economies and sovereign risk; dependence on the effectiveness of the Akeso's patents and other protections for innovative products; and the exposure to litigation, including patent litigation, and/or regulatory actions.

Akeso does not undertake any obligation to publicly revise these forward-looking statements to reflect events or circumstances after the date hereof, except as required by law.

About Akeso
Akeso (HKEX: 9926.HK) is a leading biopharmaceutical company committed to the research, development, manufacturing and commercialization of the world's first or best-in-class innovative biological medicines. Founded in 2012, the company has established a robust R&D innovation ecosystem centered on its proprietary Tetrabody bispecific antibody platform, ADC (Antibody-Drug Conjugate) technologies, siRNA/mRNA modalities, and cell therapies. Supported by a global-standard GMP manufacturing infrastructure and a highly efficient, integrated commercialization model, the company has evolved into a globally competitive biopharmaceutical focused on innovative solutions. With fully integrated multi-functional platform, Akeso is internally working on a robust pipeline of over 50 innovative assets in the fields of cancer, autoimmune disease, inflammation, metabolic disease and other major diseases. Among them, 26 candidates have entered clinical trials (including 15 bispecific/multispecific antibodies and bispecific ADCs. Additionally, 7 new drugs are commercially available. Through efficient and breakthrough R&D innovation, Akeso always integrates superior global resources, develops the first-in-class and best-in-class new drugs, provides affordable therapeutic antibodies for patients worldwide, and continuously creates more commercial and social values to become a global leading biopharmaceutical enterprise.

For more information, please visit https://www.akesobio.com/en/about-us/corporate-profile/ and follow us on Linkedin.

Goldman Sachs published a research report anticipating that investors' initial reaction to Meta (META.US)'s 4Q25 financial results will be slightly positive, mainly based on strong4Q25 revenue trends, better-than-expected 1Q26 revenue guidance and forward-looking operating expense/ capital expenditure guidance.

Although the expense guidance is higher than the broker's previous estimation, it remains slightly below market concerns.

Therefore, the broker rated Meta at Buy, with a target price of US$815.
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SHANGHAI, Jan. 29, 2026 /PRNewswire/ -- WuXi Biologics (2269.HK), a leading global Contract Research, Development, and Manufacturing Organization (CRDMO), and Sinorda Biomedicine today jointly announced a strategic collaboration for the development and manufacturing of SND006, a novel bispecific antibody, for the potential treatment of inflammatory bowel disease (IBD) and other autoimmune diseases.

Under the agreement, Sinorda Biomedicine will leverage WuXi Biologics' extensive experience and manufacturing capabilities in biologics development and manufacturing to advance SND006's preclinical pharmacology studies and clinical supply, accelerating the Investigational New Drug (IND) application process. SND006 is an innovative bispecific antibody independently developed by Sinorda Biomedicine, for which the company holds worldwide rights. Sinorda Biomedicine has completed in vitro functional validation studies of SND006 and plans to submit IND applications to both the National Medical Products Administration (NMPA) in China and the U.S. Food and Drug Administration (FDA) in 2026. In the future, the two companies will further expand their collaboration around Sinorda Biomedicine's potential pipeline, including multiple integrated projects spanning from molecule discovery to clinical manufacturing.

Dr. Chris Chen, CEO of WuXi Biologics, commented, "Over the past decade, we have accumulated experience across hundreds of projects in bispecific and multispecific antibodies, which have become one of our fastest‑growing areas. We are pleased to accelerate the development and manufacturing of Sinorda Biomedicine's innovative bispecific antibody SND006 through our integrated technology platforms and comprehensive capabilities. Looking ahead, we will continue accelerating and transforming biologics discovery, development and manufacturing to empower global partners and make innovative biologics more accessible and affordable for patients worldwide."

Dr. Pingsheng Hu, Chairman and General Manager of Sinorda Biomedicine, commented, "SND006 is a potentially best-in-class innovative bispecific antibody discovered and developed by Sinorda Biomedicine, with the potential to deliver breakthroughs in the treatment of gastrointestinal and multiple autoimmune diseases. WuXi Biologics is a global leader in CRDMO services, offering truly end‑to‑end solutions underpinned by accumulated know-how, comprehensive technology platforms, and a strong track record—particularly in the development and manufacturing of bispecific antibodies. We believe this collaboration will accelerate the IND filings of our innovative biologics in China and worldwide, address unmet medical needs in autoimmune diseases, and ultimately bring safe and effective therapies to patients."

About WuXi Biologics

WuXi Biologics (stock code: 2269.HK) is a leading global Contract Research, Development and Manufacturing Organization (CRDMO) offering end-to-end solutions that enable partners to discover, develop and manufacture biologics – from concept to commercialization – for the benefit of patients worldwide.

With over 12,000 skilled employees in China, the United States, Ireland, Germany and Singapore, WuXi Biologics leverages its technologies and expertise to provide customers with efficient and cost-effective biologics discovery, development and manufacturing solutions. As of December 31, 2025, WuXi Biologics is supporting 945 integrated client projects, including 74 in Phase III and 25 in commercial manufacturing.

WuXi Biologics regards sustainability as the cornerstone of long-term business growth. The company continuously drives green technology innovations to offer advanced end-to-end Green CRDMO solutions for its global partners while consistently achieving excellence in Environment, Social and Governance (ESG). Committed to creating shared value, it collaborates with all stakeholders to foster positive social and environmental impacts and promote responsible practices that empower the entire value chain.

For more information about WuXi Biologics, please visit: www.wuxibiologics.com. 

About Sinorda Biomedicine

Sinorda Biomedicine was established in 2010 and is a biomedical innovation company in the commercialization stage. The company focuses on the research and development and industrialization of innovative drugs for digestive tract diseases, tumor immunity and autoimmune diseases. It has a bioinnovative drug technology platform, a clinical medical R&D platform and an experienced international R&D team, with successful experience in innovative drug applications in China, Europe, America and other countries.

Linaprazan glureta (X842), the company's self-developed class 1.1 new drug for treatment of gastric acid-related diseases, has been successfully approved for commercialization and industrialization. The sentinel lymph node T cell project for solid tumor treatment has clinical IIT research results for various tumors. In addition, the company has a number of early-stage product pipelines, including bispecific antibodies for the treatment of autoimmune disease IBD.

The company has developed rapidly through extensive cooperation with domestic and foreign pharmaceutical companies and R&D institutions, and is committed to becoming the most valuable innovative pharmaceutical enterprise in China.

WuXi Biologics Contacts

Business
[email protected]

Media
[email protected]

Chinese regulators have approved the procurement of Nvidia (NVDA.US) H200 AI chips by three tech giants: BABA-W (09988.HK), TENCENT (00700.HK), and ByteDance, according to foreign media reports.

If the news is confirmed by official sources and the relevant companies, it will have a positive impact on TENCENT, BABA-W, and the overall Chinese internet industry, Citi said in its report.

Particularly, the report highlighted that TENCENT will be the biggest beneficiary as its management mentioned during an earnings call that leasing GPU computing power could be an alternative in the event of direct procurement restrictions. That said, the report also warned that there is a risk of increased capital expenditure in 2026.

Citi's preference for the AI industry: TENCENT > BABA-W > BIDU-SW (09888.HK).
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Tesla (TSLA.US) CEO Elon Musk said that the Company will gradually cease production of new Model S and Model Y vehicles next quarter.

The space in the California factory currently used for producing Model S and Model X will be repurposed for the manufacturing of Optimus robots, further advancing the Company's transition from EV operations to the robotics sector.

The above decision is part of the Company's transformation towards future autonomous driving, Musk added. The Company aims to produce 1 million Optimus robots annually at its California facility.

However, he warned that humanoid robots from China could pose potential competition, and believed that people outside China often underestimate the country.

Tesla's share price climbed 1.9% to US$439.76 in after-hours trading session.
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After the bell on Wednesday, Meta (META.US) announced that its 4Q25 revenue rose by 24% YoY to USD59.89 billion, with an EPS of USD8.88, both beating expectations. Coupled with the higher-than-expected sales guidance it provided, its stock price soared more than 4% during after-hours trading.

In Meta's estimate, its 1Q26 sales will range from USD53.5 billion to USD56.5 billion, higher than the USD51.41 billion forecasted by analysts.
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