Microsoft Corporation (MSFT.US) shares advanced in pre-market trading, while Meta Platforms, Inc. (META.US) plummeted, reflecting investors' differing views on the earnings results of the two tech giants.

Microsoft last spiked 8%, while Meta tumbled 8.5%.

Microsoft announced on Wednesday that revenue for 4QFY26 beat analysts' expectations, while its core Azure cloud business grew 43%, also above market forecasts.

However, Meta's earnings and revenue guidance for the quarter both fell short of investor expectations. Meta stated that it expects revenue for the quarter to be between USD61 billion and USD64 billion, with a median of USD62.5 billion. According to LSEG data, analysts had originally expected revenue guidance of USD63.15 billion.
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CHENGDU, China, July 30, 2026 /PRNewswire/ -- Sichuan Kelun-Biotech Biopharmaceutical Co., Ltd. ("Kelun-Biotech" or the "Company", 6990.HK) announced that a new indication application of its trophoblast cell-surface antigen 2 (TROP2)-directed antibody drug conjugate (ADC) sacituzumab tirumotecan (sac-TMT, also known as SKB264/MK-2870) (佳泰莱^®) has been accepted for review by the Center for Drug Evaluation (CDE) of the National Medical Products Administration (NMPA) of China, for the first-line treatment of patients with recurrent or metastatic triple-negative breast cancer (TNBC) who have a programmed death ligand 1 (PD-L1) combined positive score (CPS) <10, or have recurred after prior programmed cell death protein 1 (PD-1)/PD-L1 inhibitor therapy in the early stage. This marks the sixth indication application accepted by the NMPA for sac-TMT.

The acceptance for review is based on the positive results from the randomized, open-label, multicenter Phase III registrational OptiTROP-Breast03 study evaluating the efficacy and safety of sac-TMT versus investigator's choice of chemotherapy in patients with unresectable recurrent or metastatic TNBC who have not received prior systemic therapy for advanced disease. The enrolled population included patients with PD-L1 CPS <10, as well as those who have recurred after prior PD-1/PD-L1 inhibitor therapy in the early stage. The study demonstrated that sac-TMT achieved statistically significant and clinically meaningful improvements in key efficacy profile compared with investigator's choice of chemotherapy, showing a clear clinical benefit.

Previously, sac-TMT was granted Breakthrough Therapy Designation (BTD) by the NMPA for the first-line treatment of unresectable locally advanced, recurrent or metastatic PD-L1-negative TNBC. This new indication application has also been included in the priority review and approval process, becoming the sixth application for sac-TMT to enter this process. Inclusion in this process is expected to further expedite the review and approval, allowing this innovative treatment to benefit patients sooner. 

Dr. Michael Ge, CEO of Kelun-Biotech, said, "Following the approval of sac-TMT for second-line or later treatment of TNBC based on results from the Phase III OptiTROP-Breast01 study, we are delighted to see another important milestone in the same disease area. For patients with PD-L1-negative advanced TNBC, the efficacy of traditional chemotherapy is limited, and there is an urgent clinical need for more effective and safer first-line treatment options. The positive results from the OptiTROP-Breast03 study demonstrate a clear and clinically meaningful improvement in efficacy with sac-TMT compared to chemotherapy and support the continued evaluation of sac-TMT as the first-line treatment for TNBC. We look forward to the early approval of this indication to bring a new and more effective first‑line treatment option to a broader population with advanced TNBC."

About sac-TMT(佳泰莱^®)

Sac-TMT, a core product of the Company, is a novel human TROP2 ADC in which the Company has proprietary intellectual property rights, targeting advanced solid tumors such as non-small cell lung cancer (NSCLC), breast cancer (BC), gastric cancer (GC), gynecological tumors and genitourinary tumors, among others. Sac-TMT is developed with a unique, bifunctional linker that maximizes payload delivery to tumor cells both through its irreversible connection with the anti-TROP2 monoclonal antibody sacituzumab and its pH-sensitive cleavage from a belotecan-derivative topoisomerase I inhibitor payload in the lysosome, with a drug-to-antibody-ratio (DAR) of 7.4. Sac-TMT specifically recognizes TROP2 on the surface of tumor cells by recombinant anti-TROP2 humanized monoclonal antibodies, which is then endocytosed by tumor cells and releases the payload KL610023 intracellularly. KL610023, as a topoisomerase I inhibitor, induces DNA damage to tumor cells, which in turn leads to cell-cycle arrest and apoptosis. In addition, it also releases KL610023 in the tumor microenvironment. Given that KL610023 is membrane permeable, it can enable a bystander effect, or in other words kill adjacent tumor cells.

In May 2022, the Company licensed the exclusive rights to MSD (the tradename of Merck & Co., Inc, Rahway, NJ, USA) to develop, use, manufacture and commercialize sac-TMT in all territories outside of Greater China (which includes Mainland China, Hong Kong, Macao and Taiwan).

To date, four indications for sac-TMT have been approved and marketed in China for: 1) unresectable locally advanced or metastatic TNBC who have received at least two prior systemic therapies (at least one of them for advanced or metastatic setting); 2) epidermal growth factor receptor (EGFR) mutant-positive locally advanced or metastatic non-squamous NSCLC following progression on epidermal growth factor receptor tyrosine kinase inhibitor (EGFR-TKI) therapy and platinum-based chemotherapy; 3) EGFR mutant-positive locally advanced or metastatic non-squamous NSCLC who progressed after treatment with EGFR-TKI therapy; 4) unresectable or metastatic hormone receptor-positive (HR+)/human epidermal growth factor receptor 2-negative (HER2-) (Immunohistochemistry (IHC) 0, IHC 1+ or IHC 2+/In Situ Hybridization (ISH)-) BC who have received prior endocrine therapy and at least one line of chemotherapy in advanced setting. The first two indications above have been included in China's National Reimbursement Drug List (NRDL). This inclusion is expected to bring clinically meaningful benefits to a greater number of patients with BC and NSCLC. Additionally, sac-TMT has been granted six BTDs by the NMPA.

Sac-TMT is the world's first TROP2 ADC drug approved for marketing in lung cancer.  Two new indication applications have been accepted for review by the NMPA and have been included in the priority review and approval process: 1)  sac-TMT in combination with pembrolizumab (KEYTRUDA^®[1]) as first‑line treatment for locally advanced or metastatic NSCLC who have PD-L1 tumor proportion score (TPS)≥1% and are EGFR-negative and anaplastic lymphoma kinase (ALK)-negative; and 2) sac‑TMT as first‑line treatment for patients with recurrent or metastatic TNBC who have a PD‑L1 CPS <10 or have recurred after prior PD‑1/PD‑L1 inhibitor therapy in the early stage. As of today, Kelun-Biotech has initiated 9 registrational clinical studies in China. MSD has initiated 17 ongoing global Phase III clinical studies of sac-TMT as a monotherapy or in combination with pembrolizumab or other anti-cancer agents for several types of cancer. These studies are sponsored and led by MSD.

About Kelun-Biotech

Kelun-Biotech (6990.HK) is a holding subsidiary of Kelun Pharmaceutical, which focuses on the R&D, manufacturing, commercialization and global collaboration of innovative biological drugs and small molecule drugs. Kelun-Biotech focuses on major disease areas such as solid tumors, autoimmune, and metabolic diseases, and in establishing a globalized drug development and industrialization platform to address the unmet medical needs in China and the rest of world. Kelun-Biotech is committed to becoming a leading global enterprise in the field of innovative drugs. At present, Kelun-Biotech has more than 30 ongoing key innovative drug projects, of which 4 projects with 8 indications have been approved for marketing, 2 projects with 3 indications are in the NDA stage and more than 10 projects are in the clinical stage. Kelun-Biotech has established one of the world's leading proprietary ADC and novel DC platforms, OptiDC™, and has 2 ADC projects with 5 indications approved for marketing, and multiple ADC and novel DC assets in clinical or preclinical research stage. For more information, please visit https://en.kelun-biotech.com/.

成都2026年7月30日 /美通社/ -- 四川科倫博泰生物醫藥股份有限公司(「科倫博泰」或「公司」，6990.HK)宣佈，公司自主研發的靶向人滋養細胞表面抗原2(TROP2)的抗體偶聯藥物(ADC)蘆康沙妥珠單抗(sac-TMT, 亦稱SKB264/MK-2870)(佳泰萊^®)的一項新增適應症上市申請已獲中國國家藥品監督管理局(NMPA)藥品審評中心(CDE)受理，用於程序性細胞死亡配體1(PD-L1)綜合陽性評分(CPS)<10或早期階段接受過程序性細胞死亡蛋白-1(PD-1)/PD-L1抑制劑的復發或轉移性三陰性乳腺癌(TNBC)的一線治療。這是蘆康沙妥珠單抗(sac-TMT)獲NMPA受理的第六項適應症上市申請。

此次受理是基於隨機、開放性、多中心III期註冊性OptiTROP-Breast03研究取得的積極結果。該研究旨在評估蘆康沙妥珠單抗(sac-TMT)對比研究者選擇的化療，用於晚期階段未接受過系統治療的不可手術切除的復發或轉移性TNBC患者的有效性和安全性，入組人群包括PD-L1 CPS＜10以及既往在早期階段接受過PD-1/PD-L1抑制劑治療後復發的患者。研究結果顯示，與研究者選擇的化療相比，蘆康沙妥珠單抗(sac-TMT)在關鍵療效指標上取得了統計學顯著且具有臨床意義的改善，展現出明確的臨床獲益。

此前，蘆康沙妥珠單抗(sac-TMT)用於一線治療不可手術切除的局部晚期、復發或轉移性PD-L1陰性TNBC已獲NMPA授予突破性療法認定(BTD)。本次新增適應症上市申請亦已納入優先審評審批程序，成為蘆康沙妥珠單抗(sac-TMT)納入該程序的第六項上市申請。納入優先審評審批程序有望進一步加快審評及上市進程，使這一創新治療方案更早惠及患者。

科倫博泰首席執行官葛均友博士表示：「繼蘆康沙妥珠單抗(sac-TMT)基於III期OptiTROP-Breast01研究結果獲批用於二線及以上TNBC人群後，我們很高興見證該藥物在同一疾病領域取得又一重要里程碑。對於晚期PD-L1陰性TNBC患者，傳統化療的療效有限，臨床亟需更高效、安全的一線治療方案。OptiTROP-Breast03研究的積極結果顯示，蘆康沙妥珠單抗(sac-TMT)的療效相較化療展現出明確且具有臨床意義的療效優勢，為其向TNBC一線治療拓展提供了有力證據。我們期待這一適應症能早日獲批上市，為更多晚期TNBC患者帶來新的、更有效的一線治療選擇。」

關於蘆康沙妥珠單抗(sac-TMT)(佳泰萊^®)

作為公司的核心產品，蘆康沙妥珠單抗(sac-TMT)是一款公司擁有自主知識產權的新型TROP2 ADC，針對非小細胞肺癌(NSCLC)、乳腺癌(BC)、胃癌(GC)、婦科腫瘤及泌尿生殖系統腫瘤等晚期實體瘤。蘆康沙妥珠單抗(sac-TMT)採用獨特雙功能連接子開發而成。該連接子一方面通過與抗TROP2單抗沙妥珠單抗形成不可逆結合，另一方面在溶酶體中可從貝洛替康衍生物拓撲異構酶I抑制劑有效載荷pH敏感裂解，從而最大限度將有效載荷遞送至腫瘤細胞，藥物抗體比(DAR)達到7.4。蘆康沙妥珠單抗(sac-TMT)通過重組抗TROP2人源化單克隆抗體特異性識別腫瘤細胞表面的TROP2，其後被腫瘤細胞內吞併於細胞內釋放有效載荷KL610023。KL610023作為拓撲異構酶I抑制劑，可誘導腫瘤細胞DNA損傷，進而導致細胞週期阻滯及細胞凋亡。此外，其亦於腫瘤微環境中釋放KL610023。鑒於KL610023具有細胞膜滲透性，其可實現旁觀者效應，即殺死鄰近的腫瘤細胞。

於2022年5月，公司授予默沙東(美國新澤西州羅威市默克公司的商號)在大中華區(包括中國內地、香港、澳門及台灣)以外的所有地區開發、使用、製造及商業化蘆康沙妥珠單抗(sac-TMT)的獨家權利。

截至目前，蘆康沙妥珠單抗(sac-TMT)的4項適應症已於中國獲批上市，分別用於：1)既往至少接受過2種系統治療（其中至少1種治療針對晚期或轉移性階段）的不可切除的局部晚期或轉移性TNBC；2)經表皮生長因子受體-酪氨酸激酶抑制劑(EGFR-TKI)和含鉑化療治療後進展的表皮生長因子受體(EGFR)基因突變陽性的局部晚期或轉移性非鱗狀NSCLC；3)經EGFR-TKI治療後進展的EGFR基因突變陽性的局部晚期或轉移性非鱗狀NSCLC；4)既往接受過內分泌治療且在晚期疾病階段接受過至少一線化療的不可切除或轉移性的激素受體陽性(HR+)且人類表皮生長因子受體2陰性(HER2-) (免疫組織化學(IHC) 0、IHC 1+或IHC 2+/原位雜交(ISH)-)BC；其中前2項適應症已經被納入醫保範圍，將為更多乳腺癌和非小細胞肺癌患者帶來臨床獲益。此外，蘆康沙妥珠單抗(sac-TMT)已獲NMPA授予6項BTD。

蘆康沙妥珠單抗(sac-TMT)是全球首個在肺癌適應症獲批上市的TROP2 ADC藥物。蘆康沙妥珠單抗(sac-TMT)的兩項新增適應症上市申請已獲NMPA受理，分別用於1)聯合帕博利珠單抗(可瑞達^®[1])一線治療PD-L1腫瘤比例分數(TPS)≥1%的EGFR基因突變陰性和間變性淋巴瘤激酶(ALK)陰性的局部晚期或轉移性NSCLC; 2) PD-L1 CPS<10或早期階段接受過PD-1/PD-L1抑制劑的復發或轉移性TNBC的一線治療，兩項申請均被納入優先審評審批程序。目前，科倫博泰已在中國開展9項註冊性臨床研究。默沙東已啟動17項正在進行的蘆康沙妥珠單抗(sac-TMT)作為單藥療法或聯合帕博利珠單抗或其他抗癌藥物用於多種類型癌症的全球性III期臨床研究(這些研究由默沙東申辦並主導)。

關於科倫博泰

四川科倫博泰生物醫藥股份有限公司(簡稱「科倫博泰」，股票代碼：6990.HK)是科倫藥業控股子公司，專注於創新生物技術藥物及小分子藥物的研發、生產、商業化及國際合作。公司圍繞全球和中國未滿足的臨床需求，重點佈局腫瘤、自身免疫和代謝等重大疾病領域，建設國際化藥物研發與產業化平台，致力於成為在創新藥物領域國際領先的企業。公司目前擁有30餘個重點創新藥項目，其中4個項目8個適應症已獲批上市，2個項目3個適應症處於新藥上市申請(NDA)階段，10餘個項目正處於臨床階段。公司成功構建了享譽國際的專有ADC及新型偶聯藥物平台OptiDC^TM，已有2個ADC項目5個適應症獲批上市，多個ADC或新型偶聯藥物產品處於臨床或臨床前研究階段。瞭解更多，請訪問https://www.kelun-biotech.com/。 

上海2026年7月30日 /美通社/ -- 7月29日，晶泰科技（2228.HK）正式發布 XtalPi Science 科學智能平台與 Genius Agents 科學智能體矩陣，並聯合 26 家產業、高校及科研生態伙伴，共同發起成立 「科學智能開放生態聯盟」。聯盟將依托 XtalPi Science，為成員提供平台與自動化實驗資源的調用、模型與工具接入、聯合開發及私有化部署等多元合作模式，共同推動模型、數據、工具與實驗能力之間高效協同。

XtalPi Science 是全球首個整合大語言模型（LLM）、科學智能體與大規模自動化機器人實驗的 AI for Science（AI4S，科學智能）綜合平台。它將晶泰科技十年積累的模型、工具、智能體及實驗資源封裝為可按需調用的 Science Token，從服務單一項目的內部體系，全面躍升為可供全球科研組織按需調用的 AI4S 底層基礎設施（Global Scientific Utility）。

Genius Agents 作為整套系統的核心調度中樞與研發矩陣，構建了兼具全局規劃與特定場景執行能力的多智能體體系。它能自主理解復雜科研目標、完成跨學科長程任務，且顯著降低模型幻覺，可在數字世界調用專業模型完成預測，並通過物理智能（Physical AI）在真實物理世界開展高精度實驗驗證。

由此，XtalPi Science 貫通 「數字假設—專業預測—物理驗證—數據反饋」 的完整閉環：模型端形成的假設能夠在實驗端得到驗證，實驗端的結果則持續回流模型與智能體，反哺下一輪預測和決策。XtalPi Science 將科學研究的偶然性，轉變為一套可編排、可驗證、可追溯、可持續進化的系統工程，推動人工智能從 「生成答案」邁向 「驅動可驗證的科學發現」。

晶泰科技聯合創始人、董事長溫書豪在開幕式致辭中表示：「AI 下一階段的競爭，絕不僅是消耗算力的數字游戲，而在於能否把智能轉化為真實世界的產業增量。生命科學與先進材料等高價值場景，需要最精確的數據、最嚴謹的驗證和持續的物理交互，這正是 Physical AI 率先形成商業閉環的理想場域。科學不是零和博弈，每一次突破都在為人類文明創造新的增量市場。晶泰科技致力於將模型、物理智能與實驗生態無縫鏈接，讓最硬核的科研能力，轉化為普惠全球的底層基礎設施。」

從「代碼問答」到「科學發現」:
AI下半場錨定「物理驗證」

在大模型引發的浪潮中，AI 生成科學猜想的邊際成本正趨近於零。然而，當海量的「數字猜想」批量湧現時，物理世界的真實驗證已成為大模型時代稀缺的硬資產與創新實踐的瓶頸。 

全球每年超過 2 萬億美元的研發支出中，大量資源仍消耗於低效的盲目試錯與碎片化的數字工具。當前的 AI 推理往往止步於屏幕前的對話界面，「數字假設—物理驗證—知識沉澱」的數據閉環尚未真正打通。同時，傳統科研體系面臨著難以逾越的結構性缺陷：一是高度依賴科學家的個人經驗，存在大量無法被數字化的 「隱性知識缺失」；二是現有的公開科研數據庫幾乎全為 「正樣本」，缺乏對模型糾錯至關重要的 「失敗負樣本」。

能否率先貫通數字智能與物理實驗，填補失敗數據空白，正成為科技巨頭競逐下一代科學基礎設施、接入萬億級 Physical AI 藍海市場的制勝關鍵。

Genius Agents: 重構科研基建,
打造跨越鴻溝的「虛擬研發組織」

面對這一產業級痛點，僅僅依靠單點工具賦能研發個體已杯水車薪，行業迫切需要解決 AI 與復雜研發組織的協作適配問題。為此，晶泰科技突破性地推出了集流程、能力與基礎設施於一體的虛擬研發組織——Genius Agents。

這並非單一的 AI 助手，而是有望改造傳統科研基礎設施的核心調度系統占據重要地位。在實際運轉中，Genius Agents 能夠統一調度跨學科專家智能體、數百項專業工具及全球最大規模商業部署的自動化機器人實驗集群，推動跨學科長程任務的高效協同。

平台將經典的 DMTA（設計-制造-測試-分析）循環重構為上百類研發意圖，大幅降低了大型科研組織內部的協作與溝通摩擦。Genius Agents 還將專家的「隱性知識」固化為可復用的標准化工作流（Skills），並在目標設定與路線決策等關鍵節點保留科學家的最終判斷權。這種 「AI 規模化探索 + 科學家關鍵決策」 的協作范式，顯著降低了傳統科研中因步驟銜接停滯、等待決策所產生的結構性時間損耗，將動輒數周甚至數月的研發驗證周期極致壓縮至 「以天為單位」，自主跑通從文獻研讀、構效分析、分子設計、ADMET 預測、合成路線規劃乃至自動化實驗測試的超長周期科研流程。目前，這套體系已在晶泰內部持續高強度運行，並歷經多輪真實研發驗證，成為科學家日常研發中不可或缺的生產力工具。

晶泰科技聯合創始人、CEO 馬健表示：「未經驗證的假設無法轉化為知識。Genius Agents 將大模型推理、專業模型預測與物理實驗無縫連接為可自我迭代的完整閉環，讓科學家掌控戰略方向，機器人實驗承擔規模化探索，填補數字世界與物理世界之間的鴻溝。這是 AI 跨越數字與物理鴻溝、從聊天工具邁向『發現引擎』的關鍵一步。」

Physical AI：
從高效自動化走向可泛化、高精度物理智能

AI 驅動科學發現的核心，不僅在於數字世界中的「假設生成」，更在於物理世界中的「真實驗證」。正如人工智能通往 AGI（通用人工智能）的終極演進，絕不應止步於「認識世界」，更必須具備「改造世界」的能力。因此，打通虛擬與現實邊界的 Physical AI，正成為前沿科技跨越瓶頸的必經之路。

當 Physical AI 深度融入產業研發，它將引發兩場根本性的變革：一是通過高通量物理交互，沉澱海量的多模態數據，驅動科學超級智能進化；二是通過「假設-驗證」的端到端閉環，真正實現自主科學發現（Autonomous Discovery），並在真實產業場景中創造高附加值。

縱觀具身智能的落地場景，傳統工業流水線過於固化且極致追求降本，而家庭服務環境則充斥著不可控的長尾隨機干擾。相比之下，高價值的科學實驗室不僅環境相對結構化、耗材品類邊界清晰，且每一次實驗驗證都蘊含著極高的商業價值。這使得實驗室成為物理智能率先跨越技術鴻溝、實現規模化商業落地的「黃金訓練場」。

要讓智能體真正走進千萬間科學實驗室，賦能全球廣大研發從業者，就必須突破傳統自動化的桎梏，實現底層技術的范式躍遷：在基建上，全面轉向高精度、可泛化的通用物理智能硬件；在內核上，摒棄依賴人工編寫海量規則的「死板執行」，建立基於真實數據示范學習的「感知-決策-執行」自主閉環。

這正是晶泰科技耗時近十年構築的技術護城河。晶泰科技首席科學官張佩宇介紹，依托極具優勢的中國硬件供應鏈與自研 AI 算法，晶泰科技的物理智能體系每天都在豐富的真實業務中沉澱行業稀缺的研發與項目數據。目前，這套體系已覆蓋超 20 類工業場景，服務逾 100 個真實的新藥與新材料發現項目。在持續運轉中，實驗室每月穩定產出 5 萬余條反應產率數據和 30 萬條過程數據，已累計沉澱超 50 萬條真實實驗記錄，持續反哺底層垂直模型。

更重要的是，這海量的數據資產中，包含了傳統公開文獻中極度稀缺、占比高達 80% 的「失敗負樣本」。正是這種珍貴的糾錯數據，讓晶泰的科學模型在面對復雜未知空間時，具備了超越人類專家的認知底座。近期，在基於 350 個真實工業分子的嚴苛評測中，由真實物理數據訓練的反應路線預測模型 SureRoute 展現出了極高的可靠性：其化學幻覺率降至 4.6%，僅為前沿通用大語言模型的六分之一；首條合成路線准確率高達 51.7%。在失敗實驗的預測上，SureRXN 的準確度更是達到了 81% 至 89%，遠超資深化學家 38% 至 60% 的對照表現。

這種基於底層數據的絕對優勢，正直接轉化為產業端的巨大商業價值。在真實的對外服務合作中，SureRXN 將傳統合成目標分子所需 5~10 次試錯迭代，大幅壓縮至平均僅需 1.19 次，實現了研發效率的數量級躍升。這種將科學不確定性收斂為工程可控性的能力，標志著前沿研發正從長周期的「經驗試錯」全面躍升為「精准預判」，真正構築起 AI 驅動可信賴科學發現的堅實基石。

從微觀分子的單點突破，到重構宏觀研發的系統邏輯，晶泰科技希望將物理智能轉化為賦能全球每一間實驗室的底層基礎設施。在萬億級的科研藍海中，晶泰科技不僅在定義科學智能的全新尺度定律（Scaling Law)，更在全面開啟一個可信賴、全自動的自主科學發現新紀元。

生態開放與數據飛輪加速:
27家聯盟伙伴共建萬億級AI4S基礎設施

獨行快，眾行遠。此次發布更重要的戰略含義，是晶泰科技正式開始將其沉澱多年的內部研發能力與項目數據，轉化為可由外部科研組織調用、高度可復用的全球科學基礎設施（Global Scientific Utility)，顯著降低高階科研能力的使用門檻，為跨機構研發協作和科學智能的規模化應用提供統一入口。

在生態成果展示環節，晶泰科技及其孵化生態矩陣展示了更加豐富的科學智能應用場景與前沿成果：泰衍科技以 Physical AI 驅動太陽能電池材料研發，機器人與智能體已協同完成 50,764 組樣品實驗、沉澱 5.78 億 Token 研發數據，讓 AI 在真實實驗中「邊做邊學」，推動材料研發從人工試錯走向自動執行與持續優化；耀速科技基於人源器官芯片為藥效研究提供顯著更貼近人體的驗證依據，其肝器官芯片平台已達到 92.3% 的綜合預測准確率和 100% 的特異性，數據解析時間可縮短 90%以上；無界進化的虛擬細胞模型 OCOO-T 在多項公開擾動基准上達到 SOTA 水平，並與自動化細胞實驗結合，服務於藥物研發的多個關鍵場景；超衍智能的自主科研 Agent 在基本沒有人工干預的條件下，自主完成了從文獻調研到論文初稿的 34 項研究，其中 10 余項達到 ACL Findings 或 Main 的歷史接收分數區間，2 項評分進入人類研究者樣本前1%。這些生態伙伴的技術進展與晶泰科技上下游互補，未來有望通過與 XtalPi Science 進一步連接，共同推動開放生態在使用、驗證與反饋中加速成長。

發布會現場，由共 27 家領先企業聯合發起的 「科學智能開放生態聯盟」 正式簽約落地，聯盟成員覆蓋科學創新全鏈條，既包括三生制藥、君實生物、加科思、百誠醫藥等生物醫藥企業，也有佰維存儲、翰博高新材料等先進制造與新材料企業，以及丹納赫集團、無問芯穹、逐際動力等科學儀器、AI 基礎設施與具身智能伙伴；香港中文大學（深圳）與五源資本、康曼德資本等高校及投資機構亦參與其中。聯盟的成立，標志著科學智能基礎設施建設正從企業單點探索，邁向跨產業、跨學科、多主體協同共建的新階段。

過去十余年，晶泰科技圍繞真實科研項目持續建設垂直領域模型、專業工具、研發流程和物理執行設施；隨著大模型推理、規劃和工具調用能力成熟，以及推理成本持續下降，這些原本分散的能力得以在 Genius Agents 的統籌下形成統一入口，推動 「使用—驗證—反饋—優化」 的數據飛輪加速運轉。

為支撐龐大生態的流轉，晶泰科技同步推出了 Science Token 機制，為平台提供了統一的資源調用、過程記錄與貢獻計量標准。企業既可調用 AI 應用開展研發，也可接入晶泰的自動化實驗資源形成數據閉環；對於核心保密訴求高的龍頭企業，系統更支持私有化部署，打造安全可控的 「數字化研發分身」。

截至7月29日中午，已有近 200 家企業、高校、科研及投資機構提交 XtalPi Science 平台試用申請。晶泰科技同時宣布，將向聯盟成員及一批深度合作的高校、科研院所優先提供 Science Token 平台的免費試用額度，全力支持前沿領域的科學探索。

生態共建更需伙伴共識。發布會現場，兩場兼具全球產業風向和產學研深度思考的圓桌對話，分別從 「基礎設施共建」 和 「產業規模落地」 維度展開討論。「AI for Science 新時代：從智能模型到 Physical AI，共建科學智能基礎設施」 主題圓桌由晶泰科技 CEO 馬健主持，無問芯穹創始人兼 CEO 夏立雪、香港中文大學（深圳）崔曙光院士、超衍智能創始人陳勇超等共同參與，探討算力、芯片與具身智能模型如何協同構築科學智能時代的底層基礎設施。

「從科學能力到產業生產力：XtalPi Science 推動產業研發智能化升級」 主題圓桌則由晶泰科技董事長溫書豪主持，華登高科管理合伙人彭桂娥、強生外部創新高級總監 Jay Lin、高瓴投資合伙人 Thomas Tang、佰維存儲科技總經理何瀚、麻省理工學院 Bradley L. Pentelute 教授、百誠醫藥董事長樓金芳、LCC Technologies CEO Paul Colbon 共同對話，聚焦 AI for Science 在生命健康、新材料、半導體等產業研發中的落地路徑與價值兌現。

對晶泰科技而言，這不是一場完成式的產品發布，而是從內部科研能力走向開放科學基礎設施的新起點；對整個產業而言，科學智能也並非某一家企業能夠獨立完成的命題，而是一項需要產業、高校、科研機構及技術伙伴共同參與的系統工程。隨著 Scientific AI、Scientific Agents 與 Physical AI 加速融合，一個由社群共同建設、由真實證據持續校准，並最終服務於科學發現和產業創新的新生態，正在由此啟航。

從思想碰撞到全球首個深度耦合大模型、智能體與物理智能的科學智能原生操作系統落地，晶泰科技用真實實驗數據與自動化閉環，把 「AI 驅動科學發現」 從概念推到了可被產業調用的工程現實。XtalPi Science 平台發布，不僅意味著晶泰科技向科學智能基礎設施平台的關鍵升級，更代表著中國 AI for Science 產業在全球科技創新舞台展現重要影響力。

君實生物創新研究院副院長童景表示：「今天參加晶泰科技 AI for Science 發布大會收獲很多，君實生物一直致力於創新生物醫藥產品的研發和產業化，高度重視 AI 在生物醫藥研發的戰略價值並持續投入，我們期待晶泰科技的 XtalPi Science AI 平台可以為我們的研發賦能，提升研發效率，豐富研發管線，創造新的價值。」

逐際動力聯合創始人、CTO 諶驊表示：「晶泰從生命科學出發，把『AI+機器人』沉澱成可遷移到材料、化工、能源的通用研發方法論，正在驗證 AI for Science 的跨領域通用性。逐際動力從機器人和具身智能領域切入，致力於機器人在真實物理世界中學習與服務人類，這與晶泰用機器人執行實驗、再以真實數據反哺模型的邏輯深度契合。期待 XtalPi Science 平台成為科學研究的通用底座，也期待兩個領域在真實場景中相遇。」

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。公司采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准化的機器人自動化相結合的方式，為制藥及材料科學（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。

On the futures settlement day for Hong Kong stocks, the HSI last reported at 25,821 this morning (30th), up 13 points or less than 0.1%, with turnover of HKD132.3 billion. The HSTECH last reported at 4,795, down 69 points or 1.4%.

The three major A-share indices in Mainland China moved lower in the morning session. The Shanghai Composite Index was down 37 points or nearly 1% at 3,790. The Shenzhen Component Index and ChiNext Index, which are heavily weighted toward technology stocks, plunged 3.4% and 5.4% to 13,188 and 3,195 respectively. The STAR Composite Index also fell off 5.6% to 1,757.

Hijacked by the slump in A-share technology stocks, Hong Kong-listed techs also came under selling pressure. AI large-model stocks were notably weak this morning. Z.AI (02513.HK) opened 1.45% higher before reversing course and once nosediving 17.7% to a low of HKD850, the lowest level in more than two and a half months. It last reported at HKD870, down 15.78%, with turnover of HKD4.34 billion. MINIMAX-W (00100.HK) reversed lower after opening up 0.1% and last reported at HKD203.8, down 4.23%, with turnover of HKD517 million. Big data service provider XUNCE (03317.HK) last reported at HKD97.75, down 5.92%, with turnover of HKD105 million.

AI-related hardware stocks faced hefty selling. MONTAGE TECH (06809.HK) last reported at HKD254, down 5.79%, with turnover of HKD715 million. ILUVATAR COREX (09903.HK) last reported at HKD402.8, down 8.87%, with turnover of HKD671 million. LUXSHARE ICT (02475.HK) last reported at HKD55.55, down 6.09%, with turnover of HKD59.2541 million. LENS (06613.HK) last reported at HKD19.9, down 6.22%, with turnover of HKD179 million. YOFC (06869.HK) last reported at HKD92.5, down 10.02%, with turnover of HKD1.815 billion.

GIGADEVICE (03986.HK) last reported at HKD421.2, down 3.53%, with turnover of HKD1.623 billion. The company said Chairman Zhu Yiming had reduced his A-share holdings and cashed out a cumulative RMB4.4 billion, and planned to increase his A-share holdings by at least RMB1 billion starting from mid-December.

ZJ INNOLIGHT (03308.HK), the optical module giant listed in Hong Kong today, was last at HKD904.5, 7.7% below its listing price of HKD980, with turnover of HKD6.403 billion.
~

AASTOCKS Financial News
Website: www.aastocks.com

 With over one-third (34%) of Singapore residents concerned over the affordability of healthcare services^[1] and medical inflation projected to reach a record-high of 16.9%^[2], AIA Singapore aims to bridge these cost and accessibility gaps with its upcoming corporate policy enhancements – all at no additional premium.

SINGAPORE, July 30, 2026 /PRNewswire/ -- Singapore's leading insurer in employee benefits, AIA Singapore announced today a new set of enhancements to its corporate insurance offering that will roll out from 1 August 2026 onwards. Against a backdrop of medical inflation and rising costs of healthcare, these first-in-industry enhancements are specifically designed to make quality healthcare more accessible, convenient and seamless for employees and their dependants^[3].

These enhancements will protect more than 1 million corporate insured members, representing approximately one-third of Singapore's workforce. From expanded access to professional healthcare services, to simplification of administrative processes supported by digitalisation, employees will benefit from more timely care and reduced administrative effort.

"Our latest AIA Live Better Study reveals that 34% of Singapore residents are deeply concerned about healthcare affordability, while 29% explicitly expect to spend more on medical expenses," said Kenneth Tan, Chief Corporate Solutions Officer at AIA Singapore. "Amidst these inflationary pressures, businesses must step up to protect employee wellbeing.

By extending corporate medical access across the border into Malaysia and removing General Practitioner (GP) referral requirements at zero additional premium cost, we are directly shielding more than 1 million employees in Singapore from rising costs while streamlining their day-to-day healthcare journeys, enabling them to live Healthier, Longer, Better lives."

Meeting today's healthcare expectations

As healthcare utilisation continues to rise, employers face growing pressure to deliver cost-effective benefits that align with workforce needs. Simultaneously, employees expect greater flexibility in where they receive care, expanded treatment access, and on-demand digital options.

AIA Singapore's latest enhancements directly address these dual expectations by expanding care networks and digital capabilities—all at no additional cost.

Expanding access cross-border from 1^st August 2026

• [Industry-First] Expanded Coverage for Inpatient Care in Malaysia: Employees with inpatient coverage can now access treatment at AIA-selected hospitals in Malaysia with a Letter of Guarantee (LOG) Plus. This cross-border extension simplifies planned treatments for employees who prefer treatment in Malaysia due to lower costs, or employees who travel frequently to Malaysia.
• [Industry-First] Expanded Dental Network to Malaysia: Employees with dental benefits^[4] will gain access to a curated panel of dental clinics located in major Malaysian retail malls^[5]. By presenting their digital AIA Dental Card, employees can enjoy routine and preventive oral healthcare with better cost certainty and no upfront payment.

Simplifying the healthcare journey

• [Industry-First] GP Referral Waiver for Singapore Public Hospital Specialists: Expediting specialist clinical care, employees can visit Specialist Outpatient Clinics (SOCs) at Singapore Public Hospitals without the need for a GP referral letter from 1 August 2026 onwards. This process simplification enables more direct access for members with known or recurring conditions.

Enhancing digital access and support

• Fully Digitalised Pre-Authorisation Process: Employees can also submit their pre-authorisation requests digitally anytime, anywhere through the AIA+ mobile application and web portal.
• Round-the-clock GP Teleconsultation with WhiteCoat: Employees can consult with a primary care doctor 24/7 via the WhiteCoat app, gaining access to expert medical advice and prescription deliveries, even during late-night hours when traditional clinics are closed.

These compelling enhancements are provided at no additional premium and apply automatically to eligible corporate policies. By improving access, simplifying processes, and expanding care options, AIA Singapore aims to boost the overall healthcare experience while helping employers and their employees maximise the value of their employee benefits programmes.

This milestone launch coincides with AIA Singapore's 95th anniversary of protecting generations of families and businesses across the nation, reinforcing its ongoing commitment to helping individuals live Healthier, Longer, Better Lives.

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About AIA   

AIA Group Limited and its subsidiaries (collectively "AIA" or the "Group") comprise the largest independent publicly listed pan-Asian life insurance group. It has a presence in 18 markets – wholly-owned branches and subsidiaries in Mainland China, Hong Kong SAR^[6], Thailand, Singapore, Malaysia, Australia, Cambodia, Indonesia, Myanmar, New Zealand, the Philippines, South Korea, Sri Lanka, Taiwan (China), Vietnam, Brunei and Macau SAR^[7], and a 49 per cent joint venture in India. In addition, AIA has a 24.99 per cent shareholding in China Post Life Insurance Co., Ltd.

The business that is now AIA was first established in Shanghai more than a century ago in 1919. It is a market leader in Asia (ex-Japan) based on life insurance premiums and holds leading positions across the majority of its markets. It had total assets of US$345 billion as of 31 December 2025.

AIA meets the long-term savings and protection needs of individuals by offering a range of products and services including life insurance, accident and health insurance and savings plans. The Group also provides employee benefits, credit life and pension services to corporate clients. Through an extensive network of agents, partners and employees across Asia, AIA serves the holders of more than 44 million individual policies and over 16 million participating members of group insurance schemes.

AIA Group Limited is listed on the Main Board of The Stock Exchange of Hong Kong Limited under the stock codes "1299" for HKD counter and "81299" for RMB counter with American Depositary Receipts (Level 1) traded on the over-the-counter market under the ticker symbol "AAGIY".

Meta Platforms, Inc. (META.US) CEO Mark Zuckerberg said that as the company acquires land to build large-scale AI data centers, it needs to strike a balance between selling excess computing capacity and retaining resources.

Among the four major hyperscale cloud service providers in the US, Meta is the only company that has not launched a cloud infrastructure and services business, despite having a capital expenditure scale comparable to peers.

However, Zuckerberg has recently raised the possibility of launching a cloud business to leverage its massive capacity reserves and address a resource-constrained market.

CNBC reported earlier this month that Anthropic is in preliminary talks to rent Meta's computing capacity.
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AASTOCKS Financial News
Website: www.aastocks.com

Arm Holdings plc (ARM.US)'s revenue for its 1FQ ended June added 22.4% to USD1.289 billion, while adjusted EPS was USD0.45, both beating market expectations.

Arm forecast 2FQ EPS of USD0.47, above the market consensus of USD0.43. Revenue was estimated at USD1.38 billion, also topping analysts' expectations.

However, the company predicted smartphone royalty revenue to decline in the coming quarter, dragging its share price down 5.73% to USD212 in after-hours trading.
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AASTOCKS Financial News
Website: www.aastocks.com

OpenAI is seeking to reassure employees that the business remains healthy as it competes with rival Anthropic for the enterprise market and faces new competition from cheaper open-source alternatives.

CFO Sarah Friar and Chairman Bret Taylor emphasized OpenAI's revenue growth and discussed competition with Anthropic during an internal staff meeting on Wednesday, CNBC reported.

According to portions of the meeting transcript reviewed by CNBC, Friar said OpenAI's ARR in July exceeded the total for the entire second quarter.
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AASTOCKS Financial News
Website: www.aastocks.com

Revenue Rose to Record High
Solid Market Share of 15.9%

HONG KONG, July 30, 2026 /PRNewswire/ -- MGM China Holdings Limited ("MGM China" or the "Company"; SEHK Stock Code: 2282) today announced the selected unaudited financial data of the Company and its subsidiaries (the "Group") for the six months ended June 30, 2026 (the "Period").

The Group is encouraged by Macau's continued growth during the Period. Average daily visitation in the first half of 2026 reached 115,715, representing a 9% increase compared with the corresponding period last year.

Macau's gross gaming revenue ("GGR") also continued to recover during the Period, with average daily GGR increasing by 7% year on year to approximately MOP701 million in the first half of 2026.

• MGM China saw property visitation during the Period up by 7% from last year.

• MGM China's daily GGR in the first half of 2026 grew by 5% year-on-year to MOP111 million, compared to MOP106 million last year.

• Net revenue for the Group reached historical high at HK$17.4 billion for the Period, compared with HK$16.7 billion in the corresponding period last year. The Group reported adjusted EBITDA of HK$4.8 billion, compared with HK$4.9 billion in the corresponding period last year.

• The Group maintained a solid market share of approximately 15.9% during the Period. This performance was partly affected by a lower VIP win rate (2026: 2.6% vs 2025: 3.5%). MGM COTAI accounted for approximately 9.7% of the market, while MGM MACAU accounted for approximately 6.2%.

• Average occupancy was 93.5% for the Period.

• The Group maintained a healthy financial position. As of June 30, 2026, the Group had total liquidity of approximately HK$24.7 billion, comprised of Bank balances and cash  and undrawn revolver.

During the Period, the Group continued to optimize its assets to enhance competitiveness and drive future growth. MGM COTAI completed the suite conversion project during the Period, with nearly 60 Prime Wellness Suites launched. The new suites have been well received by guests, reflecting the Group's commitment to evolving with changing customer preferences and wellness trends.

At MGM MACAU, the Group also celebrated the opening of Chatterbox Café, the renowned Singapore dining brand. With a legacy spanning more than five decades, Chatterbox is renowned for its authentic Singaporean cuisine and has established itself as a highly recognized culinary brand across Asia.

During the Period, MGM China earned seven Forbes Travel Guide Five-Star Awards, reaffirming its commitment to exceptional guest experiences. MGM MACAU achieved a milestone by securing its 11th consecutive Five-Star rating, while Tria Spa at both MGM MACAU and MGM COTAI clinched the accolade for the seventh straight year. Additionally, Emerald Tower, Skylofts, and Five Foot Road at MGM COTAI, alongside Imperial Court at MGM MACAU, sustained their Five-Star status for the fifth consecutive year, underscoring the Group's consistent excellence across accommodation, wellness, and dining.

In June, MGM China announced the acquisition of MGM Asia Pacific Limited, a Hong Kong-incorporated company, from MGM Resorts International. MGM Asia Pacific Limited holds a 100% interest in MGM Hospitality Group (Asia Pacific), Ltd. ("MGM Hospitality"), a hospitality management company that operates luxury and upscale hotels, lifestyle destinations and cultural tourism projects across Chinese Mainland.

Through the acquisition, MGM China will leverage the 19 years of operating experience, brand platform and established relationship network developed by MGM Hospitality. MGM Hospitality currently manages eight operating hotels, has more than 12 active projects under development across various cities in Mainland China, and provides access to over 1.5 million Mlife loyalty program members.

The eight operating hotels include:

• Bellagio by MGM Shanghai
• MGM Shanghai West Bund
• MGM Grand Sanya
• Mhub by MGM Nanjing Jiangning
• MGM Reserve Qingdao
• MGM Qingdao
• MGM Reserve Zhuhai
• MGM Shenzhen

Kenneth Feng, Chief Executive Officer of MGM China said: "This acquisition represents a strategic opportunity for MGM China to strengthen its strategic and operational oversight of MGM Hospitality. We are confident that it will create meaningful synergies that enhance our competitive edge and support the Group's sustainable growth."

Following the suite conversion at MGM COTAI earlier this year, the Group will commence renovations of approximately 100 suites at MGM MACAU. This initiative will further strengthen the complementary positioning of our properties, establishing MGM MACAU as a premier venue on the Peninsula and MGM COTAI as the preferred destination for premium customers.

"MGM China is dedicated to improving our products and service levels, while delivering compelling experiences for guests. We are committed to supporting Macau into a global and diversified tourist destination," said Kenneth Feng.

- End -

About MGM China Holdings Limited

MGM China Holdings Limited (HKEx: 2282) is a leading developer, owner and operator of gaming and lodging resorts in the Greater China region. We are the holding company of MGM Grand Paradise, SA which holds one of the six gaming concessions to run casino games in Macau. MGM Grand Paradise, SA owns and operates MGM MACAU, the award-winning premium integrated resort located on the Macau Peninsula and MGM COTAI, a contemporary luxury integrated resort in Cotai, which opened in early 2018 and more than doubles our presence in Macau. 

MGM China is majority owned by MGM Resorts International (NYSE: MGM) one of the world's leading global hospitality companies, operating a portfolio of destination resort brands including Bellagio, ARIA, MGM Grand, Mandalay Bay and Park MGM. For more information about MGM Resorts International, visit the Company's website at www.mgmresorts.com.