XLV

这只制药股相对同业估值低廉——瑞银认为其将迎来反弹

This pharmaceutical stock is cheap relative to peers. UBS thinks it's due for a bounce

The investment bank upgraded the pharmaceutical name to buy from neutral.

Jefferies推荐"收入宠儿"股票以稳定投资组合——防御性高股息策略的时机与逻辑审视

Buy these ‘income darlings’ to boost your portfolio, says Jefferies

Stocks such as Target and CVS Health could help steady portfolios in the current period of geopolitical volatility, Jeff…

Amazon推出GLP-1减肥项目：处方药零售渠道扁平化搅局

Amazon launches GLP-1 weight loss program, promising 'fast, convenient' access

Through Amazon Pharmacy, patients will be able to access medications including Novo Nordisk's Wegovy as well as newer or…

盘中个股异动监控框架（信息受限版本）

Stocks making the biggest moves midday: UnitedHealth, Pitney Bowes, Apple, Amazon & more

These are the stocks posting the largest moves midday.

衰退防御理财建议文章（原文无可交易宏观情报价值，需补充政策/数据事件才能构建交易框架）

The best tools and strategies for recession-proofing your finances

You can stop a recession but you can prepare by trimming costs and finding extra money.

Trump says he'll 'remember' companies that don't seek tariff refund

盘前涨幅最大个股：亚马逊、苹果、GE航空、联合健康等

Stocks making the biggest moves premarket: Amazon, Apple, GE Aerospace, UnitedHealth & more

These are the stocks posting the largest moves in early trading.

联合健康超预期业绩提振板块风险偏好

UnitedHealth tops quarterly estimates, hikes profit outlook as insurer manages high medical costs

The nation's largest private insurer expects 2026 adjusted earnings of more than $18.25 per share, up from a previous ou…

Lilly借GLP-1东风盈利释放，Honeywell剥离低毛利业务——制药创新溢价与工业整合的分化博弈

Eli Lilly taps into its GLP-1 windfall, while Honeywell sheds a lower-margin unit

Every weekday, the Investing Club releases the Homestretch; an actionable afternoon update just in time for the last hou…

特朗普迷幻物质行政令如何解锁停滞的大麻改革

How Trump's psychedelics executive order could unlock stalled cannabis reform

The White House psychedelics executive order accelerates research, clinical trials and "Right to Try" access for drugs l…

护理从业者退休储蓄两党立法提案：交易价值极低，需等待立法文本参数披露方可评估宏观传导

Retirement savings for caregivers a focus of new bipartisan bills in Congress

The two proposals would change some retirement account contribution rules for caregivers in an effort to help them save…

礼来收购Kelonia：体内CAR-T并购浪潮的宏观定价逻辑

Eli Lilly agrees to acquire cancer drug maker Kelonia in deal worth up to $7 billion

Kelonia is developing technology to reprogram patients' T-cells inside the body so those cells can attack cancer, called…

英国海滨城镇债务危机：季节性就业脆弱性暴露消费信贷风险

Debt problems in seaside town among UK's worst

A debt charity believes the town's seasonal job market is in part to blame.

礼来收购Kelonia：生物科技并购密集期的风险溢价重定价机会

Eli Lilly in advanced talks to acquire Kelonia Therapeutics for over $2 billion, WSJ says

A deal could be reached as soon as Monday and could include additional payments tied to Kelonia meeting certain mileston…

心理学文章无法直接支撑金融交易决策，需等待具有定价锚点的宏观/产业信息注入

I'm a psychologist who studies couples: People in the happiest relationships do 5 things on Sundays—that most neglect

Before a new week begins, the happiest couples pause. Mark Travers, a psychologist who studies couples, shares the five…

奥地利HiPP婴儿食品罐发现鼠药，警方警告食用可能危及生命

Rat poison found in HiPP baby food jar in Austria, police say

The band warned on Saturday that consuming the purées many be potentially "life-threatening".

特朗普签署行政命令加快对迷幻药（包括争议药物伊波格碱）的审查

Trump signs order to speed review of psychedelics, including the controversial drug ibogaine

Ibogaine is banned under the federal government's most restrictive category for illegal, high-risk drugs.

S&P 500 创历史新高之际 Berkshire Hathaway 股价掉队：宏观驱动因子与交易机会识别

Berkshire shares left behind as S&P 500 rallies to record high

While the overall market was soaring over the past two weeks, Berkshire wasn't doing much of anything, as its shares sli…

口服湿疹药物或推动股价翻倍——高盛看多Corvus制药

This biopharma stock could more than double on oral eczema treatment, Goldman Sachs says

Corvus Pharmaceuticals is developing an oral drug for a common skin condition that could push its shares a lot higher, a…

午盘最大波动个股：皇家加勒比、埃克森美孚、关键矿产、Netflix等

Stocks making the biggest moves midday: Royal Caribbean, Exxon Mobil, Critical Metals, Netflix & more

These are the stocks posting the largest moves midday.

议员与卫生部长RFK Jr.围绕疫苗政策转向产生国会听证冲突

Lawmakers clash with RFK Jr as he shifts focus away from vaccines

During a three-hour hearing, the US health secretary tried to focus on chronic disease while being pressed on vaccines.