Market Overview - After a volatile week, the Dow Jones Industrial Average (DJIA) closed above 50,000 points for the first time, with futures slightly down on Monday [2][12] - The DJIA surged by 1,200 points, approximately 2.5%, while the S&P 500 and Nasdaq Composite rose by about 2% each [2][12] - Bitcoin prices rebounded above $70,000 after dropping below $61,000, reflecting a recovery in investor sentiment [2][12] Technology Sector Insights - The software sector experienced a much-needed rebound after eight consecutive days of decline, with significant buying activity returning [3][13] - Analysts emphasize that the technology sector's performance is crucial for sustainable market growth, particularly the software stocks [3][13] - Morgan Stanley's analysts predict further upside for U.S. tech stocks, driven by strong sales prospects fueled by AI trends [16] Economic Data and Reports - The U.S. non-farm payroll report for January, initially scheduled for release last week, is now set to be published on Wednesday, with expectations of a 55,000 increase in jobs [14] - The Consumer Price Index report for January is expected to show a year-over-year increase of 2.5% [14] Systematic Selling Pressure - Goldman Sachs warns that if the S&P 500 falls below 6,707 points, it could trigger up to $80 billion in systematic selling pressure from trend-following funds [18] - The firm estimates that approximately $33 billion in selling pressure could occur if the market declines further this week [18][19] Focus Stocks - Precious metals saw a pre-market rally, with Austin Gold up 7% and Namib Minerals up 6% [20] - Hims & Hers faced a significant drop of 17% after removing a generic weight loss drug from the market [20] - QuantumScape continued its upward trend, rising over 19% after starting solid-state battery pilot production [20]

Core Insights - Eli Lilly has agreed to acquire Orna Therapeutics, a genetic-medicine biotechnology company, for a total consideration of up to $2.4 billion in cash [1] Company Summary - The acquisition reflects Eli Lilly's strategic focus on expanding its capabilities in genetic medicine [1] - Orna Therapeutics specializes in innovative genetic therapies, which aligns with Eli Lilly's growth objectives in the biotechnology sector [1] Financial Implications - The deal is valued at up to $2.4 billion, indicating a significant investment by Eli Lilly in the biotechnology space [1]

智通财经记者 | 陈杨 智通财经编辑 | 谢欣 2月8日晚间，信达生物公告称与礼来达成第七次合作，共同推进肿瘤和免疫领域创新药的全球研发。 具体而言，信达生物将主导项目从药物发现至中国临床概念验证（二期临床试验完成）的研发工作，并保留项目在大中华区的全部权利。礼来将获得 相关项目在大中华区以外的全球独家开发与商业化许可。由此，信达生物将获得3.5亿美元首付款，以及最高约85亿美元的里程碑付款。 2月9日开盘，信达生物股价大涨，截至收盘报85.400港元/股，涨7.42%，当下市值1482亿港元。 智通财经从同日上午的业务更新会上获悉，信达生物管理层介绍，本次在尚无分子的情况下达成合作，且为授权交易。即合作项目是信达生物现有临 床管线之外的全新靶点和分子，对信达生物来说是纯粹的增量合作。 另外，信达生物称其与礼来合作的分子数量少于近期国内公司同类的平台合作交易，包括恒瑞医药与GSK。信达生物未披露具体细节，但表示本次合 作的整体财务条款相当好。 对于礼来选择其合作的原因，信达生物首席商务官张苏华提到，一方面在于中国研发能力获得世界认可，另一方面在于两家公司长期合作，礼来非常 了解信达生物的能力。在共同做出更好的 ...

Core Insights - Equity markets are showing potential for more stocks to join the $1 trillion club, supported by strong fundamentals and market optimism [1][2] Group 1: Eli Lilly (NYSE: LLY) - Eli Lilly is the closest candidate to reach the $1 trillion market capitalization, currently at approximately $948.6 billion, needing a gain of about 5.4% [3] - The growth is driven by increasing demand for its GLP-1 portfolio, particularly Mounjaro for diabetes and Zepbound for obesity, with revenue growth exceeding 40% year over year [3][4] - Management has provided a 2026 revenue guidance of $80 billion to $83 billion, significantly above market expectations, supported by expanded supply and improved manufacturing capacity [4][6] Group 2: JPMorgan Chase (NYSE: JPM) - JPMorgan Chase, with a market capitalization of about $877.7 billion, requires a gain of roughly 14% to reach the $1 trillion milestone, making it a credible contender in the financial sector [7] - The bank's latest earnings reflect strength across investment banking, trading, and consumer businesses, despite increased technology spending and balance sheet adjustments [9] - Management anticipates easing expense pressures and stable revenues, with expectations for U.S. interest-rate cuts later in 2026 alleviating concerns over net interest income volatility [9][10]

礼来此前公布的财报显示，2025年第四季度营收攀升至193亿美元，好于市场预期的179.6亿美元；每股收益为7.54美元，好于市场预期的 6.67美元。在第四季度，Zepbound销售额达43亿美元，高于市场预期的38亿美元;Mounjaro销售额达74亿美元，同样高于市场预期的67亿美 元。 与此同时，礼来还公布了对2026年的乐观增长展望，增长动力来自肥胖症治疗药物的强劲需求，且看起来并未受到定价压力的明显影响。礼来 预计，2026年营收将达到800亿美元至830亿美元——显著高于市场预期的776.2亿美元，意味着增长约25%。其业绩指引凸显出，竞争格局 正越来越多地由消费者需求而非保险覆盖情况所塑造。礼来还预计，2026年每股收益为33.50美元至35.00美元，即便区间下限也高于市场预 期的33.23美元。 高盛近日重申对礼来（LLY.US) "买入"评级，并将对该股的目标价从1145美元上调至1260美元。 高盛表示，礼来给出的2026年业绩指引显示出约25%的营收同比增长，并反映出在定价压力逐渐加大的背景下，市场对肥胖症药物领域的信心 依然持续。高盛指出，市场关注点很可能将转向礼来计划于2026年 ...

本文源自：金融界AI电报 德意志银行：将礼来(LLY.US)目标价从1200美元上调至1285美元。 ...

本文源自：金融界AI电报 德意志银行：将礼来(LLY.N)目标价从1200美元上调至1285美元。 ...

Eli Lilly & Co agreed to buy US biotech Orna Therapeutics for up $2.4 billion in cash in the latest deal by the company best known for its weight-loss drug Zepbound https://t.co/kJW1YHokse ...

Lilly agrees to acquire Orna Therapeutics in an all-cash deal. ...

礼来公司将以最高 24 亿美元现金收购奥纳治疗公司。 来源：滚动播报 ...