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2026-01-23
12:40
晶泰科技賦能萊芒生物取得細胞療法重大成果,以1‰劑量CAR-T實現多位系統性紅斑狼瘡完全緩解出院

深圳2026年1月23日 /美通社/ -- 近日,晶泰科技(2228.HK)孵化企業萊芒生物在第 44 屆摩根大通醫療健康年會(J.P. Morgan Healthcare Conference)發表演講,並向全球投資者展示了其極低劑量 CAR-T 療法的研究者發起臨床(IIT)最新成果。在晶泰科技的研發助力下,萊芒生物基於其 AI+免疫代謝重編程平台,已經開發了多條研發管線。其中代謝增強型 CD19 CAR-T 療法,以低至常規 CAR-T 治療劑量千分之一(1‰)的極低劑量,實現多位系統性紅斑狼瘡患者完全緩解出院(100% CR),展示了未來「門診式」 CAR-T 治療的全新可能。同時,這一療法已助數十位復發難治性白血病/淋巴瘤患者達到 CR,並有多個實體瘤領域 IIT 臨床正在開展或即將啟動。這一系列進展再次印證了晶泰科技研發平台在賦能顛覆性技術、加速臨床轉化方面的卓越能力。

在晶泰科技的投資孵化與研發賦能下,萊芒生物聚焦創新腫瘤免疫治療藥物管線的研發,開發並持續升級其獨有的 META 10 代謝重編程技術平台。兩家公司還合作開發了 META 10-AI 平台,結合晶泰科技的AI算法與高通量篩選實驗,對代謝增強型 CAR-T 療法中用到的核心代謝增強因子進行了優化設計,使其獲得親和力的數百倍提高;團隊還打造了 AI 訓練的「超高清顯微鏡」,精準識別腫瘤標記與健康標記間僅 1 個氨基酸之差的細微特徵差異抗體,顯著提升CAR-T 療法與受體結合的親和力、特異性和免疫學活性,在「高效殺敵」的同時避免錯傷,盡可能降低毒副作用,帶來更優越的療效與安全性。目前相關結果已經申請中國專利,並應用於實體瘤靶點的代謝增強型 CAR-T 管線研發中,大幅提高 CAR-T 細胞在實體瘤免疫微環境的抗耗竭能力。

AI+免疫代謝重編程, 破解 CAR-T 治療瓶頸

據 Grand View Research 估計,全球 CAR-T 治療的市場規模在 2024 年為 46.5 億美元,並將以 22.2% 的年複合增長率在 2030 年達到 159.7 億美元。當前 CAR-T 療法在血液瘤領域雖已取得一定成效,但仍面臨著復發率高、實體瘤響應有限、成本高昂三大挑戰,其根源在於 T 細胞在持續抗腫瘤過程中易進入 「終末耗竭」 狀態,喪失增殖與殺傷能力,並對 PD-1/PD-L1 等免疫檢查點抑制劑無響應。

萊芒生物是晶泰科技於 2022 年孵化投資的創新企業,其創始團隊來自全球頂尖理工院校瑞士洛桑聯邦理工學院(EPFL)。通過與晶泰科技的深度研發合作,萊芒生物開發了其獨有的 META 10 與 META 10-AI 兩大 AI+代謝重編程技術平台,實現對耗竭 T 細胞代謝的精準調控,從而顯著增強其增殖能力、細胞殺傷活性及免疫記憶功能,以更低劑量、更低價快速的制備過程,實現更高的臨床響應率和更優的安全性,推動患者達到完全緩解,為患者提供更理想的細胞治療選擇。

血液瘤與自身免疫疾病臨床雙重突破

在晶泰科技的助力下,萊芒生物開發的代謝增強型 CD19 CAR-T療法,在自免性疾病和血液瘤領域展現出突破性治療潛力。2025 年,萊芒生物啟動了針對系統性紅斑狼瘡(SLE)的 IIT 臨床研究,取得重要進展。該療法以僅為常規 CAR-T 治療劑量千分之一(1‰)的極低劑量,在無需清淋預處理、無需中斷原有免疫抑製藥物、且住院時間顯著縮短的條件下,成功使多例中重度 SLE 患者實現無藥物依賴的完全緩解(100% CR)。基於良好的安全性數據,代謝增強型 CD19 CAR-T 療法有望支持門診式給藥模式,為自身免疫性疾病提供一種更便捷、更安全的 「免疫重置」 治療新範式。

在惡性血液瘤領域的 IIT 臨床中,代謝增強型 CD19 CAR-T療法同樣表現亮眼。首批入組治療的 20 餘名復發難治性白血病/淋巴瘤患者亦全部達到完全緩解(100% CR)狀態並順利出院。此外,本研究還成功覆蓋兒童患者以及對傳統 CAR-T 療法反應欠佳的慢性淋巴瘤患者群體,首位入組患兒及慢性淋巴瘤患者均達到 CR。安全性方面,在治療過程中患者體征平穩可控,未發現由治療引起的嚴重的細胞因子風暴、嚴重神經毒性等 CAR-T 治療的常見副作用。

平台技術, 重塑細胞治療經濟性與可及性

萊芒生物相關臨床研究榮獲 2025 年全國顛覆性技術創新大賽最高獎——「榮譽獎」,並獲得國家重點研發計劃顛覆性技術創新重點專項資助。這一進展有望改變現有 CAR-T 治療「百萬一針」、響應率低、毒副作用顯著的現狀,並利用小型自動化設備實現快速生產與成本的進一步降低,為安全高效的新一代 「平價」 CAR-T 療法上市乃至進入醫保奠定基礎,推動細胞治療從 「治療」 向 「治癒」,從 「集中生產」 向 「門診制備」 的重要跨越

除血液瘤與自身免疫性疾病外,萊芒生物正將 META 10 平台拓展至實體瘤等領域。針對宮頸癌、肝癌、膽管癌等實體瘤適應症的代謝增強型細胞療法已經進入 IIT 臨床研究階段,正在進行患者招募和入組治療。針對 EGFR vIII 陽性膠質母細胞瘤與 GPC3 陽性肝細胞癌的 IL-10 CAR-T 療法已進入 IIT 臨床準備階段,預計 2026 年第一季度啟動 IIT 臨床研究。

值得一提的是,萊芒生物的 META 10 技術平台具有高度兼容性,不僅適用於自體 CAR-T,還可拓展至 in vivo CAR-T、TCR-T、TILs 等多種細胞治療形式,具備為合作夥伴提供即插即用解決方案的潛力。這種技術的靈活性與可擴展性使其成為細胞治療領域的 「通用型引擎」,能夠快速推動治療管線的升級與擴展。

萊芒生物的飛速發展及其在 CAR-T 療法上取得的系列突破性成果,是晶泰科技 「AI+機器人」 賦能平台成功孵化的又一力證。晶泰科技不僅為萊芒生物提供了關鍵的資金支持,更通過其行業領先的 AI 藥物研發平台能力,深度參與了萊芒核心平台(META 10, META 10-AI)的開發與持續優化升級,加速了其管線的開發進程。萊芒生物在血液瘤、自身免疫性疾病領域的突破性臨床成果,以及在實體瘤領域的快速推進,展現了其巨大的臨床價值和商業潛力。晶泰科技將持續賦能像萊芒生物這樣的前沿企業,孵化更多顛覆性療法,引領生物醫藥源頭創新。

關於萊芒生物 

深圳萊芒生物科技有限公司(Leman Biotech Co., Ltd)是一家處於臨床階段的免疫代謝創新藥物研發公司,由瑞士洛桑聯邦理工學院(EPFL)唐力教授團隊聯合晶泰科技共同創立。基於免疫代謝重編程(META 10)+前沿人工智能(AI)的創新技術,公司專注於研發代謝增強型腫瘤免疫治療藥物。公司核心技術META 10展示出治癒實體腫瘤的巨大潛力,相關成果發表於 Nature、Nature Biotechnology、Nature Immunology、Lancet Haematology 等國際頂級學術期刊,並申請了多項 PCT 專利和中國發明專利。

目前公司發展迅速,70% 高層次研發人員來自國內外名校並具有豐富的產業化經驗,多條研發管線進展順利。其中代謝增強型 CAR-T 細胞治療正在開展 IIT 臨床研究(NCT05715606, NCT05747157, NCT06120166),20 餘位患者獲得完全緩解並出院。2022 年以來,公司累計獲得超 4 億元風險投資和項目資助,榮獲 20 余項生物醫藥領域國家或省市級獎項,並獲得美國基因與細胞治療協會(ASGCT 2024)和美國癌症協會(AACR 2024)最新突破性(Late-Breaking)進展口頭報告(全國唯一)。萊芒生物,源自瑞士,致力於突破免疫治療的瓶頸難題,提高免疫治療的響應率和療效,為實現治癒腫瘤的終極目標而不懈奮鬥!

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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11:34
Citi Expects Alphabet (GOOGL.US) to Solidify Position via Continuous Evolution of AI Strategy, Reaffirms Buy Rating

Alphabet (GOOGL.US) is scheduled to announce its 4Q25 results on 4 February (Wednesday), Citi Research issued a research report saying.

With the release of Gemini 3 and Personal Intelligence, along with the newly announced partnership with Apple, Gemini's product strategy is accelerating, Citi Research added. It is believed that Google's assets will further expand its market share.

The broker also believed that, as its AI strategy continues to evolve with continuous improvement in operational efficiency, Alphabet's competitive market position is becoming increasingly solid.

Therefore, Alphabet remains Citi Research's top pick in the internet sector, with rating reiterated at Buy and a target price of US$350.
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11:21
Citi: Amazon.com (AMZN.US) Shows Strong Performance in Online Holiday Shopping Season, Remains Top Pick in Internet Sector

Citi Research issued a research report expecting that Amazon.com (AMZN.US)'s upcoming 4Q25 results will beat market consensus in terms of revenue and operating profit.

Specifically, its AWS revenue growth is anticipated to accelerate to 22.5% YoY in 4Q25, primarily driven by broader collaborations in the AI sector and the expansion of infrastructure.

In the retail segment, third-party data and Citi credit card data indicate a strong performance during the online holiday shopping season, suggesting that Amazon.com will continue to gain market share.

Considering the accelerated AWS revenue growth, the continued expansion of consumption share and margin expansion, Amazon.com remains Amazon.com's top pick in the internet sector, with rating reiterated at Buy and a target price of US$320.
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07:36
CPCA: CN Pax. Car Retail Sales Expected to Sink 20%+ MoM This Month

The total retail sales for passenger cars market in narrow sense in Mainland China in January is expected to be around 1.8 million units, representing an MoM decline of 20.4% and a YoY growth of 0.3%, China Passenger Car Association (CPCA) preliminary data showed.

Among them, new energy vehicle retail sales are expected to reach approximately 800,000 units, with a penetration rate of about 44.4%.
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05:05
DJIA Finishes Up 306 Pts; Tesla, Meta Lead Gains of Techs

US bourse sustained its uptrend on Thursday amid de-fused geopolitical concerns, and the in-line US core PCE price increase for November. The DJIA spiked by as much as 530 points to a peak of 49,607, closing up 306 points or 0.6% at 49,384. The Nasdaq closed up 211 points or 0.9% at 23,436. The S&P 500 added 37 points or 0.6% to end at 6,913.

Big techs thrived, with Meta (META.US) up 5.7%. Tesla (TSLA.US) jumped up 4.2%, as the company plans to sell Optimus humanoid robots to the public as early as the end of next year. Amazon (AMZN.US) and Microsoft (MSFT.US) rose over 1%. Alphabet (GOOG.US), NVIDIA (NVDA.US), and Apple (AAPL.US) gained less than 1%.
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03:31
Tesla Sees Decline in New Car Registrations in California Last Yr, w/ Mkt Shrs Down to 9.9%

Tesla (TSLA.US) recorded a slump in the number of new car buyers in California last year, with total new car registrations falling to less than 180,000 vehicles, down from nearly 203,000 in 2024.

Tesla's vehicle registration market share in California last year was 9.9%, down from 11.6% in 2024, according to data from Experian. The decline was more than three times that of Stellantis (STLA.US) brand Dodge. Tesla became the third largest car brand in the state last year, following Toyota (TM.US).
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02:16
Tesla Envisioned to Begin Public Sales of Optimus Humanoid Robots by End of Next Year

Tesla (TSLA.US) CEO Elon Musk stated at the World Economic Forum in Davos, Switzerland, on Thursday that the company is anticipated to begin public sales of its Optimus humanoid robots by the end of next year, and that Tesla's future development will increasingly rely on the humanoid robot business.

Musk noted that Tesla has already been using some Optimus robots in its factories to perform simple tasks, and anticipated that by the end of 2026, these robots will be able to handle more complex tasks.
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2026-01-22
17:00
Baidu to Report Fourth Quarter and Fiscal Year 2025 Financial Results on February 26, 2026

BEIJING, Jan. 22, 2026 /PRNewswire/ -- Baidu, Inc. (Nasdaq: BIDU; HKEX: 9888 (HKD Counter) and 89888 (RMB Counter)) ("Baidu" or the "Company"), a leading AI company with strong Internet foundation, today announced that it will report its financial results for the Fourth Quarter and Fiscal Year 2025 ended December 31, 2025, before the U.S. market opens on February 26, 2026. Baidu's management will hold an earnings conference call at 7:30 AM on February 26, 2026, U.S. Eastern Time (8:30 PM on February 26, 2026, Beijing Time).

Please register in advance of the conference call using the link provided below. It will automatically direct you to the registration page of "Baidu Inc. Q4 2025 Earnings Conference Call". Please follow the steps to enter your registration details, then click "Register". Upon registering, you will then be provided with the dial-in number, the passcode, and your unique access PIN. This information will also be emailed to you as a calendar invite.

For pre-registration, please click:
https://s1.c-conf.com/diamondpass/10052617-fv4jhm.html

In the 10 minutes prior to the call start time, you may use the conference access information (including dial-in number(s), the passcode and unique access PIN) provided in the calendar invite that you have received following your pre-registration.

Additionally, a live and archived webcast of this conference call will be available at https://ir.baidu.com.

A replay of the conference call may be accessed by phone at the following number until March 05, 2026:
US: 1 855 883 1031
Reply PIN: 10052617

About Baidu

Founded in 2000, Baidu's mission is to make the complicated world simpler through technology. Baidu is a leading AI company with strong Internet foundation, trading on Nasdaq under "BIDU" and the HKEX under "9888." One Baidu ADS represents eight Class A ordinary shares.

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14:37
Red Hat Expands Co-op with Nvidia to Jointly Promote Firm Open Source Tech, Firm AI Rapid Development

Red Hat, the world's leading provider of open source solutions, announced today (22nd) a landmark expansion of its collaboration with Nvidia (NVDA.US) to align enterprise open source technologies to the rapidity of enterprise AI evolution and rack-scale AI advances.

As the industry moves beyond individual servers toward unified, high-density systems, Red Hat aims to deliver the starting point for this transformation with Red Hat Enterprise Linux (RHEL) for Nvidia, a specialized edition of the world's leading enterprise Linux platform that is optimized for the NVIDIA Vera Rubin and tuned to drive future production on Red Hat OpenShift and Red Hat AI.
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14:33
Jefferies: Microsoft (MSFT.US) Rated at Buy as Valuation More Attractive Than Peers

Microsoft (MSFT.US)'s share price has fallen 18% since the first fiscal quarter, despite disclosing investment commitments of US$250 billion in OpenAI and US$30 billion in Anthropic, according to Jefferies' research report.

Its valuation multiple has still compressed by 23% as investors continued to shift towards semiconductor stocks. However, Microsoft is expected to significantly expand its output this year through its strong execution with massive order backlog, presenting upside potential.

Microsoft's FY2027 EPS valuation at 23x is attractive, lower than the 24x/ 25x of the hyperscale cloud service companies Amazon.com (AMZN.US)/ Alphabet (GOOGL.US), Jefferies added. Microsoft's operational visibility, remaining performance obligation (RPO) value and AI monetization path are clearer compared to the above two enterprises.

Therefore, the broker rated Microsoft at Buy, with a target price of US$675.
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